The UBS x Luminary Fellowship Program will be given to 55 candidates, and is aimed at assisting businesses that are owned and operated by women of color to help them withstand the pandemic's impact.

The additions will be in areas including financial advisers and customer service agents

Morgan Stanley's acquisition of asset manager Eaton Vance for $7 billion would allow the wirehouse's financial advisors to better customize and enhance their product offerings, according to industry analysts.

Don McDonald and Tom Cock, hosts of the 'Talking Real Money' podcast and co-founders of the RIA Vestory, will expand Apella’s West Coast footprint.

Following last week's closing of Schwab's TD Ameritrade acquisition, XYPN is looking to see if the custodian's actions match its words.

SkyView, the Minneapolis provider of bank financing to RIAs that also runs a list of firms for sale, added an investment bank Monday.

The free, virtual conference is scheduled for December and is open to Northwestern Mutual and outside attendees.

Co-founder Michael Kitces said the XY Planning Network was hiring Duane Thompson to help advocate for fiduciary standards on the state level after an appellate court ruled against its suit concerning Regulation Best Interest.

The SEC's guidance comes weeks after news reports indicating that many firms were failing to properly disclose prior issues and stresses that firms cannot omit the disciplinary section, regardless of the answer they give.

Reynaldo Figueredo made the move to the division of Raymond James based on its client-centric culture and boutique feeling, and is the sixth advisor to join the division's Miami office this year.