Omega, based in Fort Worth, is CAPTRUST’s second deal in Texas this year. 

Current CEO Larry Raffone will become chairman of the board while remaining a meaningful shareholder.

Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...

Personal information exfiltrated from RRD’s corporate data system included users’ names, addresses and Social Security numbers.

Ameriprise Financial welcomes team of female advisers; Concurrent launches RIA; Merit Financial acquires Planned Futures; and more.

Cambridge Associates names Davidson president, head of investing; retirement consultant Mischell joins Agilis as managing director; ACA Group appoints Olson...

The majority of Generation Z, including investors and non-investors, rely on social media and family members for financial information.

Choreo launches Choreo Partner Alliance; Gainbridge announces upcoming B2B insurance-as-a-service platform; New York Life introduces new suite of term life...

HilltopSecurities works with Broadridge Financial; DFD Partners partners with AdvisorHub; Advyzon, TradePMR launch expanded integration; and more.

Targeted coaching for Black and Hispanic employee resource groups led to reduced financial stress for workers, according to Financial Finesse.  

A report on ‘creating DEI-driven culture’ encourages firms to articulate a vision, ensure equitable hiring and offer leadership development.

Workers from sectors focused on service accounted for $5.7 trillion in AUM in DC plans, doubling over the last decade,...

IRI announces new appointments to board of directors; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice...

Older workers do not have the means to retire, and others are working in subpar labor conditions, according to experts...

John Hancock Retirement launches dynamic default investment feature; Tata AIA upgrades Life Fortune Guarantee Pension; Putnam Investments launches emerging markets...

Greenwashing by investment funds has contributed to negative rhetoric about ESG, but the practice remains a top initiative for U.S....

The financial firm mined millions of retail investors to learn about investing trends from the last five years.

CAPTRUST Financial Advisors acquires Aevitas Wealth Management; Heffernan Financial Services expands with Ascendant Financial Solutions; Commonwealth Financial Network adds Pinnacle...

Advisers are most swayed by trust, performance and ease of business when evaluating a manager, according to ISS Market Intelligence.

Advisers share their priorities for the rest of the year.