Eddie Welch, who will take over the company's WM business, was the co-founder and CEO of Alabama-based RIA Welch Hornsby, which was added to Captrust last October.

The new 'hybrid firm' is the latest in the growing trend toward states opening up law firm ownership to nonlawyers.

Narrated by Bank of America's digital assistant, Erica, the interactive reports pull from technology released in August.

The judge overseeing the sentencing of Anthony Diaz said he showed little remorse during his Jan. 2020 jury trial.

A succinct summary of mergers, acquisitions and movement in wealth management for the week ending March 26.

Michael Barry Carter pleaded guilty last July to fraud for making unauthorized fund transfers out of client accounts.

Over the next five years, JPMorgan will partner with various historically black colleges and universities to offer students resources and information about careers in wealth management.

The Morgan Stanley–recommended law firm that represented the transitioning advisors told them their nonsolicit agreements with Schwab were unenforceable, according to their lawsuit against the lawyers.

The Financial Planning Association launched a new knowledge circle to focus on issues unique to the Asian American and Pacific Islander communities.