A recent court ruling says FINRA can no longer shut down broker-dealers on its own and now requires SEC approval. That’s good ...

Wealth managers predict older Americans will pass on $124 trillion, boosted by stocks and real estate, to heirs and charities ...

Waltons tops Bloomberg's 2024 wealth list with $400B. Notable families on the list include Al Nahyan, Al Thani, and the Ofer ...

According to Fidelity Investments ®, 2025 New Year's Financial Resolutions study, Americans are looking ahead to a year of 'living practically.' At the end of a year where Americans have continued to ...

Vanguard has revolutionized retail investing over the past 50 years — now, it’s got its eye on financial advice.

As Americans head into 2025, two studies from Nationwide and Fidelity Investments reveal a mix of financial regret and ...

At first glance, Vanguard and Robinhood don’t appear to have much in common. Robinhood is buying TradePMR, a custodian for independent financial advisors, and is preparing to launch an AI-powered ...

Mike Durbin on Cetera's M&A plans, why consolidation will barrel forward in the wealth management industry and the advantages ...

Vanguard Group has hired a former executive at its rival, Fidelity Investments, to head a new advice and wealth management ...

Arete Wealth Advisors LLC grew its position in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 78.3% in the third quarter, according to the company in its most recent disclosure with the SEC.

Vanguard is launching a new advice and wealth management division headed by industry veteran Joanna Rotenberg. She will join Vanguard from Fidelity in January 2025 and lead the new division as a ...

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.