Hightower Advisors has tapped a former Osaic executive to fill the newly created role of chief advisory officer, according to a news release. Scott Hadley “will be responsible for how Hightower ...

Tariffs are the biggest challenge for corporate profits—and therefore for investors—for the second half of the year, according to Scott Glasser, chief investment officer at Clearbridge Investments, a ...

Two father-and-son advisory teams in Michigan have broken away from Raymond James to forge a new firm with $1 billion in assets under management called Waycrest Wealth, which is being backed by a ...

Adam of Raymond James noted that, despite tariffs, S&P 500 earnings grew 13% year-over-year in the first quarter, beating estimates by a healthy 8%. But, as he expects tariffs eventually climbing into ...

• Accepting property that’s too hard to manage or unsellable. “Look at it before you accept,” Simasko said. “You may not want it.” Examples include large vacant lots in isolated areas and timeshares.

Antoinette Rodriguez, a former Merrill Lynch advisor and founder of MarFi Advisors, where she coaches million-dollar advisor teams nationwide, is launching a CFP-board-approved and CE-eligible ...

Sue Quackenbush, who has more than 25 years of experience in the financial industry, has been appointed chief people officer of Envestnet, a technology and support firm for the financial industry ...

This doesn't mean you avoid automation—far from it. Leverage technology to automate reminders, but never relationships. Let AI handle the mundane tasks so you can pick up the phone or send a ...

During the same period, the RIA sector saw a 66% increase in advisor headcount. It’s no wonder more advisors are shifting to RIAs— independence promises greater freedom, economics and client alignment ...

Brooklynn Willy, who was indicted earlier this year on several federal securities fraud charges, was again named in a new indictment along with two Lubbock men.

Boil down the hundreds of tax provisions in the sprawling legislation signed by President Donald Trump on July 4, and it becomes clear: The rates Americans pay will now depend less on how much money ...

BlackRock Inc. said it expects to start offering its own target-date retirement funds that include private assets next year, the latest push by the $12.5 trillion money manager to bring alternatives ...