Aon seeks to get into the middle-market segment of insurance brokerage and wealth management business with the acquisition of NFP, Wealthspire's parent company.

Eddy Blizzard, a former advisor with Suntrust and M&T Securities, pleaded guilty to stealing more than $1 million from an elderly client.

Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan. 1.

Nicolas Puech, a reclusive fifth-generation descendant of the founder of French luxury giant Hermes International SCA, wants to adopt his middle-aged gardener to whom he would bequeath at least some of his fortune.

Wealth under management in Miami from Mexico clients alone increased by roughly 10% this year at JPMorgan, with similar gains coming from Argentina, Chile, Peru and several other Latin American nations

Older baby boomers have accumulated more than $14 trillion in additional net worth since the end 2019.

Exencial picked up a $500 million Austin firm in its third acquisition since 2020.

With 15 deals announced and another three the firm says are expected, 2023 stands as the second-most active in WEG’s history.

Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans.

Huatai Securities Co. is working with advisors as it evaluates possibilities for the US asset-management platform including a full or partial sale.