Vanguard Settle Charges With The SEC Following Investigation
Vanguard will pay a $19.5 million penalty to settle charges with the Securities and Exchange Commission (SEC).
Recent
Mercer Advisors Expanding Reach with Two Independent Advisory Practice Acquisitions
Mercer Advisors has continued its aggressive expansion strategy with the acquisition of two more independent advisory practices.
Goldman Sachs and Elevation Point Expand Partnership to Support Independent Financial Advisors
The independent advisor channel continues to grow at a rapid pace, reshaping the wealth management landscape.
Nvidia Forecasts Higher Revenue as China Clouds Future
Nvidia forecast third-quarter revenue above market estimates on Wednesday, helped by robust demand for its AI chips.
Cresset Announces Strategic Combination With Monticello Associates, Approaches $200 Billion In Assets
Cresset a client- and employee-owned multi-family office announced today that it plans to partner with Monticello Associates.
Citigroup’s Wealth Business Faces Leadership Scrutiny Amid Complaints About Andy Sieg
Citigroup’s Wealth Business Faces Leadership Scrutiny Amid Complaints About Andy Sieg
U.S. Stock Buybacks are on Pace to Set an Unprecedented Record
U.S. stock buybacks are on pace to set an unprecedented record in 2025, reigniting a policy and economic debate that has wide implications.
