Reps with UBS' Athletes and Entertainers Group will provide “holistic” financial advice to prepare athletes for their post-NFL careers. Other firms with the designation include Goldman Sachs and Morgan Stanley.

After leaving BNY Mellon | Pershing over the summer, Crafford and colleague Morgan McGovern have landed at Karl Heckenberg’s new RIA investment company.

Savvy snaps up Schwab advisor, LaSalle St. adds former Atria OSJ, Perigon Wealth buys Vegas shop and other news from Modern Wealth, Freestone Capital and Thurston Springer.

The iconic investor left a lengthy record of the keys to his success, delivered with his trademark bluntness and humor.

McHale succeeds Mark Seffinger, who is leaving the firm; he'll report to Executive Vice President and Chief Risk Officer Brent Simonich.

Munger helped Warren Buffett craft a philosophy of investing in companies for the long term.

Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.