December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...

Mark Sullivan manages $800 million in client assets and is joining Procyon, while St. Petersburg, Fla.-based advisor Mary ...

The firm has offices in Cedar Rapids and a second location in Las Vegas. The firm’s head said the decision was “our way of ...

The deal to acquire Zimmerman Investment Management & Planning is Georgia-based Merit’s third deal in recent weeks.

Marc Turansky is starting in the newly-created role of head of investment advisory programs as of Monday, according to Keith Glenfield, head of investment solutions.

Rob Pettman, president and CRO at TIFIN, explains impactful use cases for AI in the wealth management industry today.

Advisors Asset Management’s Lance McGray shares insight on dividends, portfolio diversification and implementing preferred stocks in an investment portfolio.

As director of transitions, Lindsey Strawhecker will focus on streamlining the onboarding process for advisors joining ...

Cardinal Point Capital Management joined Focus in 2021, specializing in “cross-border wealth management.” Focus CEO Michael ...

In Ukraine today, 450,000 hectares are contaminated by landmines. The Russian invaders sought to destroy Ukraine’s economy, ...

Investors are braced for Donald Trump’s second term and the new president’s potential impact on trade flows, inflation and ...

The Social Security Fairness Act will boost Social Security payments to more than 2.5 million retirees — some by as much as ...