Guggenheim Partners Investment Management has been in talks with global insurers, sovereign wealth funds and investment pools in Europe, the Middle East and Asia.

Stash kills management fees for those 25 and under, MoneyLion hires Stifel’s Jon Stevenson to run its wealth management division and Fi360 acquires CFFM.

SmartAsset has raised a total of $51 million, and plans to use the new capital to grow its SmartAdvisor tool, a digital client-lead generation service for advisors.

From 2008 to 2013, Merrill hid that the fact that client requests to buy and sell stock were being handled by proprietary trading firms and other outside entities, the Securities and Exchange Commission said Tuesday.

Wells Fargo is looking is looking to slice $4 billion off its bottom line by the end of the year.

Emerging markets are “a lot less emerging than they used to be” and investors need to adjust their investment filters because of it, said a panel of asset managers at Morningstar’s Investor Conference.

UBS scaled back its investment bank after the financial crisis to reduce risk and focus on its large wealth-management business, which provides more stable earnings

Jeff Bezos to announce his philanthropic intentions this summer, a New York advisor is accused of stealing $5 million from elderly clients and the SEC clarifies its cryptocurrency stance.