Modern Wealth director of investments Stephen Tuckwood is scaling the firm’s centralized investment platform to support a growing advisor base heading into 2027. Tuckwood has a team of six analysts at ...

Hybrid RIA Snowden Lane Partners has agreed to pay more than $360,000 to settle charges from the Securities and Exchange Commission (SEC) that it improperly disclosed conflicts of interest related to ...

Plannr, the customer relationship management (CRM) provider for advice businesses, has appointed Guy Tolhurst as its first CEO. Tolhurst had been working in Plannr’s strategic advisory and leadership ...

Envestnet was part of the initial wave of integration partners with Anthropic's Claude for Financial Advisors, as was competitor Orion, which has opted to charge MCP and API fees for vendor partners.

T. Rowe Price portfolio manager Priyal Maniar will be leaving the firm on November 13 to ‘pursue other opportunities,’ the asset manager confirmed. As a result, she will come ...

Colombia’s House of Representatives rejected a proposal to eliminate the 0.7% fee charged by private pension fund administrators (AFPs).

Graham Spence, who helps run the $7.7bn JP Morgan American investment trust, departs to pursue another opportunity.

How Geneva’s biggest private bank combines institutional asset servicing and bespoke wealth solutions for external asset ...

Impact 2027 will take place September 13-15 in San Diego, overlapping with the Future Proof Festival, slated for September 12-15 nearly 100 miles north, in Huntington Beach, Calif.

Dean Proctor expects to identify his next acquisition target before the year is out and says he has no doubt his firm will ...

A roundtable brings together three managers in the infrastructure space to discuss how they think about some of the main risks.

Boutique asset manager Arvy is launching an automated ETF savings plan, it announced today. The firm’s new World Market investment strategy allows investors to build a globally diversified portfolio ...