Giant RIA acquirer Carson Group of Omaha, Neb., has bought a California advisory practice that was formerly with the Wells Fargo broker-dealer channel and managed $365 million in assets, according to ...

Fees at childcare centers based in people’s homes—long embraced by some parents as a more affordable option than formal daycare centers—soared by almost 50% last year to $344 a week, the survey by ...

Sequoia Financial Group has agreed to acquire Carlson Capital Management, a Northfield, Minn., investment advisory firm with $3.8 billion in client assets, according to a news release. In a joint ...

Waterlily is not tied to any insurance product, but it does allow advisors to upload any product from any carrier—whether it's a traditional LTC product, a hybrid policy, an annuity-based LTC, or life ...

Though NBIM is largely an index tracker that invests according to a strict mandate overseen by Norway’s finance ministry, it seeks to make the most of its limited leeway. It owns, on average, 1.5% of ...

For its part, BlackRock said in response to O’Connor’s ruling that it acts “independently and with a singular focus on what’s in the best financial interests of our clients. Our only agenda is ...

In 2025, financial advisors could have a critical role in helping clients navigate billions in repayment from FTX.

Tony Miller, who has served as president of Philadelphia-based Janney Montgomery Scott since last year, has been named CEO. He will be taking over for Tim Scheve, who served as president and CEO from ...

A four-member Osaic advisory team overseeing $1 billion in advisory, brokerage and retirement plan assets is the latest to defect to LPL Financial.

Private markets are set for a “golden age” even as investors adapt to a world of higher interest rates thanks to the vast pools of capital controlled by rich families that are set to pour into ...

It could have been a bitter lesson for day traders that embraced the category. Instead, traders plowed another $1 billion into the GraniteShares 2x Long NVDA Daily ETF (ticker NVDL)—its biggest ...

U.S. President Donald Trump's return to the White House represents a grave threat to Europe's security, economy and clean-energy transition.