Jay Hummel and John Phoenix, two former executives at Envestnet, have launched Uniting Wealth Partners (UWP), which they call a “first-of-its-kind model built by advisors for advisors” that “provides ...

Female advisors and women-focused firms are being heavily recruited right now. Here's how not to have regrets.

Misra’s $23 billion JPMorgan Core Plus Bond Fund saw a nearly $60 million outflow so far this year, while a similar ETF strategy, the JPMorgan Core Plus Bond ETF (ticker JCPB) nabbed a $1.2 billion ...

Female advisors and women-focused firms are being heavily recruited right now. Here's how not to have regrets.

A net 30,000 New Yorkers fled the city for Florida’s Palm Beach and Miami-Dade counties in the five years through 2022, taking with them a combined $9.2 billion in income, a new report shows.

New York-based Nuveen has been expanding its municipal product line lately, having launched two actively managed municipal exchange-traded funds in January. The firm said it wants to provide advisors ...

Morgan Stanley is launching a private equity fund for its widest audience yet—investors wielding a few million dollars—as asset managers help broader masses into the once-exclusive realm.

The ADP report, published in collaboration with the Stanford Digital Economy Lab, showed mixed figures on wage growth. Workers who changed jobs saw a 6.9% increase in pay, while those who stayed put ...

It is now clear that President Donald Trump's most destructive economic policies will be contained by market, institutional and structural forces.

An age-old market maxim looms over the bounce in U.S. stocks: Sell in May and go away.

Jerome Murphy said the firm tried to steal his advisory business. A Securities America CEO sued Osaic earlier this month.

Jason Schwarz has been named CEO of Wilshire Advisors, a global financial services firm based in Santa Monica, Calif., the firm announced today.