Cetera picks Michael Zuna after a yearlong search. “I think he can really help us move the needle here, ” Cetera President Adam Antoniades says.

Complementary areas of expertise and geography drove the deal.

Since leaving office, Obama has delivered public and private speeches that are “true to his values.”

Millennials feel helpless to prepare for a financial crisis, Peapack-Gladstone makes another acquisition, and DNA test refutes fortune teller's claim to be Dali's daughter.

Matt Lynch, CEO of Strategy & Resources and a moderator at the upcoming WealthManagement.com Executive Forum in New York City, discusses how the relationship between advisors and their broker/dealers is changing.

At the financial-technology company's annual conference in Chicago this week, the firm demonstrated its “deep integrations” with Riskalyze, Advizr and others, and announced that with the parent company’s backing, it’s on the lookout for acquisitions.

The SEC said it had charged SunTrust for "improperly recommending more expensive share classes of various mutual funds when cheaper shares of the same funds were available."

Disruption starts at home.