Sixth Street has held preliminary talks with potential investors about the vehicle, which will seek to invest in sports teams ...

Later this month, the integration and data management developer Invent.us will debut its Invent Village at the Wealth ...

A year after a wave of speculation broke out over its application to trademark the word “IndexGPT” in connection to an unspecified artificial intelligence-powered tool, JPMorgan Chase & Co. is finally ...

The impact investing market is expected to more than double over the next decade—and will coincide with the largest wealth ...

Our industry can do better, and both advisors and clients should expect more, writes Farther’s CEO and co-founder.

I’m the president and CEO of Willow Creek Wealth Management, an RIA in Sebastopol, Calif. It’s about an hour north of San Francisco. It’s a cool spot in the wine country in Sonoma County. My ...

While the firm's sales and marketing teams will benefit first, Franklin Templeton hopes the technology will have broader applications for financial services.

The Federal Trade Commission's move to outlaw these clauses in contracts could affect millions of Americans. But litigation ...

Attorney Matt Baum breaks down the facts on the latest FTC noncompete rule, the potential impact on an advisor’s business, ...

Rita Robbins sees an opportunity to bring Affiliated Advisors’ service model to independent RIAs bogged down in “the muddy ...

RFG Advisory attracted an Edward Jones advisor with more than $100 million in managed assets to launch Crescent Private ...

Altruist has raised $169 million in a Series E round that values the RIA custodian at $1.5 billion, according to the firm.