The center will be offering nearly $500,000 across 100 scholarships, 48 of which are new. That is a record number since the program was started in 2016.
Betterment co-founder and CEO Jon Stein announced that he was stepping down from his leadership post, naming Sarah Kirshbaum Levy as the new head of the robo advisor.
Kyle Van Pelt joins from SS&C Advent to help the account-opening provider move toward becoming a broader wealthtech platform.
There's a long history of both pro sports athletes and franchise owners investing heavily in commercial real estate.
The fine pertained to excessive and unauthorized trading and overcharged commissions, and the harmed investor was former Gov. Craig Benson, according to CNBC.
Mahoney transitions from interim CEO to a permanent position, taking the reins after former CEO's abrupt departure.
Waddell & Reed doesn’t bring scale to LPL but rather a financial planning-focused group of advisors best poised to take advantage of what the larger firm can offer, says LPL Head of Recruiting Rich Steinmeier.
Rosemont Financial Group sought a new home with "enhanced technology."
Magnolia Wealth Advisors will be Snowden Lane’s 12th office, and the new addition will put the company over $6 billion in assets under management.
After 15 years with Wells Fargo, the team, led by Lawrence and Lloyd Glazer and Steven Dimitriou, has started its own RIA.
