Hired in 2015, Wealthfront CFO Ashley Fieglein Johnson is leaving for Planet Labs, with plans to move abroad with her family.
Morgan Stanley will still look for smaller purchases that could build up its asset-management unit, Chief Financial Officer Jon Pruzan said.
Reston, Va.-based Global Advisor Group left Raymond James' independent contractor unit to affiliate with LPL's largest enterprise.
Wake Forest University and Kaplan will begin offering designation and other courses aimed at financial services professionals at the university's new fintech hub in Charlotte, N.C.
UBS and Bloomberg are pushing the success of 'Girls Take Wall Street' past Manhattan and into other major cities, such as Sao Paulo, Zurich and Johannesburg.
This seemingly drastic move is becoming increasingly popular.
A new partnership gives Dynasty’s network firms a way to improve asset retention and consolidation.
Sanctuary Wealth is seeking to build a $200 billion powerhouse with the help of breakaway advisors.