Staff report

The new developer portal aims to empower innovation and collaboration among Docupace clients, other wealthtech companies and more.

A former mentor who already made the move to Janney Montgomery Scott says the Market Street Advisors group will find both freedom and support.

The federal court decision ended a former Chase branch-based advisor's saga of a half dozen years after the firm alleged he broke its rules for notarizing documents.

Tools from voting technology provider iconik will give advisors using the firm's sustainable quantitative portfolios access to enhanced proxy voting solutions.

Genevieve Sisco alleges that men in the same role as her earned tens of thousands of dollars more in salary.

The father-and-son firm Francis Group cites client demand and freedom from sales goals as reasons for their move.

The industry group wants the federal regulator to do more to take into account how proposed regulations are likely to affect the majority of wealth managers.

Arax Partners, a firm led by a former Aex. Brown executive, makes its publicized acquisition of a wealth management company.

The advisors were all charged with advertising hypothetical performance results without taking into account the particular needs of their audiences.

The deal represents the second major purchase by Genstar Capital-backed Cetera in 2023.