Stifel reported adding twice as many advisors as in 2024, with CEO Ron Kruszewski saying the firm may allocate even more cash ...

Citigroup disputes former wealth executive's sexual harassment lawsuit against Andy Sieg, pushing for arbitration settlement ...

Private investment funds for individuals become fastest-growing capital source in $240B secondaries market, up 48% since 2024 ...

Blank Rome's Sean Weissbart discusses the estate planning issues surrounding the death of Rob Reiner and his wife.

California's proposed 5% billionaire wealth tax faces major valuation challenges as appraisers risk huge penalties for ...

A federal spending package advanced by the House in a 341-88 vote on Jan. 22 includes a shadow $11.7 billion cut to IRS ...

Former Nitrogen CEO Aaron Klein debuts Contio's MeetingOS, a decision platform that goes beyond AI notetaking.

Fidelity Digital Assets launches FIDD stablecoin for retail and institutional clients with real-time settlement and low costs ...

Elevation Point invests in Forta Wealth Partners, a $900M Indianapolis RIA led by former Merrill Lynch advisors Will Turner ...

Former Citigroup wealth management executive Julia Carreon files sexual harassment lawsuit against bank and leader Andy Sieg ...

Ohio advisors Breanne Bovara and Derrick Petry move $2 billion in client assets from Fifth Third Private Bank to LPL ...

Daryl Seaton steps into the CEO role at Sowell Management, succeeding Founder Bill Sowell, who will serve as chief strategy ...