He found out he’d be getting the job just one day before the firm announced, in October, the firing of company veteran Dan Arnold for cause – and without payment of severance or outstanding equity ...

The advisor industry is awash in professional designations, but all take time and most take money. On top of that, clients probably do not know one designation from another, according to Jerry Schreck ...

At least one firm founded three years ago wants to buck that idea: New York City-based research firm GammaRoad Capital Partners. The firm’s idea is that it can limit the losses of down markets but not ...

Hedge funds are seizing the rising tide of opposition to European ESG rules as an opportunity to seek exemptions from some environmental, social and governance reporting requirements. At issue is ...

It is the predictable result of a major U.S. and Western policy failure, for which the AI industry itself bears much of the blame. China’s growing AI capabilities were well known to the AI research ...

Serial acquirer Wealth Enhancement Group (WEG) has acquired Capstone Wealth Advisors, a Salem, Ore.-based firm with more than $618 million in assets under management according to a news release. The ...

CFP Board CEO Kevin R. Keller will retire from the organization at the end of April after serving in the position nearly two decades, the standard-setting advisor organization announced. The CFP Board ...

Initial applications for US unemployment benefits picked up last week but remained relatively subdued. New claims increased by 11,000 to 219,000 in the week ended Feb. 1. The median forecast in a ...

AI tools make SEO best practices more accessible than ever, giving financial advisors access to pro-level technology and insights ...

His decision to revoke a “de minimis” rule for China, effectively closing a loophole that allowed small packages under $800 to enter the US duty-free, took effect just after midnight Tuesday ...

Brevan Howard Asset Management is off to its worst start to a year since billionaire Alan Howard co-founded the macro trading firm more than two decades ago, extending a volatile phase of trading. Its ...

Treasury Secretary Scott Bessent said the Trump administration’s focus with regard to bringing down borrowing costs is 10-year Treasury yields, rather than the Federal Reserves ...