Warren Buffett is one of the Gates Foundation’s three board members, alongside Bill Gates and Melinda French Gates, who announced last month they’re splitting after 27 years of marriage.
Aspyre Wealth Partners' Jamie Bosse details how she was able to craft her personal brand as the "Money Boss Mom" by balancing her responsibilities as a financial planner and that of an author.
Melville, N.Y.–based Keith Ryan, a former UBS advisor with $140 million in client assets, is the first to join under Commonwealth’s new pricing model for breakaway advisors.
The deal represents a continuation of Stratos' acquisition strategy, which is to take nonvoting minority interests in RIAs and offer them the same infrastructure that's available to its affiliated advisors.
Invesco's intelliflo, the parent organization for advisor tools like Jemstep and RedBlack, is adding Blake Kannady as its first chief product officer to oversee product alignment.
Bill and Melinda Gates Investments—the 100-person strong team that’s overseen the couple's personal fortune and the endowment of their namesake foundation—changed its name to Cascade Asset Management Co.
According to the commission, Ramiro Jose Sugranes ran a scheme to siphon profitable trades into accounts held by close relatives, with unprofitable trades left to other clients, leading to more than $5 million in losses.
