The AI-enabled Savvy Wealth platform added Fidelity alongside Schwab in little more than a month.

Northwestern Mutual’s Trenton Hazen will lead the new division and develop retirement plan services at the $500 million RIA.

Julietta Scruggs claims she has a weakened immune system yet was denied the ability to work remotely, then fired after contracting the virus and taking an extended leave.

Fidelity shook up its senior management ranks last month.

The first terms of President Joe Biden and Donald Trump provide an idea about how they may manage the economy and how financial markets may react.

And why RPAs should care.

The firm is trying to cater to the needs of CIO users.

JPMorgan Managing Director Mara Shreck said she expected the ESG rule to be in “lockstep” with the climate rule for issuers, which was finalized this week.

The combined firm will operate as Binah Capital Group and trade on the Nasdaq under the symbol BCG. Larry Roth will serve as executive chairman.

Sanctuary’s latest partner firm, M&K Legacy Wealth, comes over via advisor referral and is based in its own backyard.