Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.

Fanning spent 17 years with MassMutual, the third-party technology provider’s largest customer, before retiring last year.

Chase R. Crump, a former professional baseball player, has joined the NFLPA Registered Player Financial Advisor program.

Financial advisors continued to be more optimistic about the stock market than the broader economy in March, according to Wealthmanagement.com’s Advisor Sentiment Index.

Mary Kate Gulick claimed to be psychologically 'broken like a twig' from Carson’s lack of response to allegations an employee sexually assaulted a conference attendee, according to a lawsuit filed in Nebraska federal court.

The suite of prospecting, client retention and efficiency resources was developed in response to research that found more than half of advisors are having trouble landing new clients.

Andrew Page is stepping into the second new role Homrich Berg has announced this month to support strategic growth.

The $4 billion AUM firm now has 11 offices across the nation.