Creative Realities is searching for a new finance chief after CFO Will Logan resigned, effective Jan. 31. Logan left his position at the company to assume the CFO role at Rough Country, which provides ...

Financial advisors reflected on what they recently accomplished and where they would like to head in the coming year.

Atlas Financial Advisors falsely claimed Morningstar had “verified” and “validated” the hypothetical performance of its proprietary “Portfolio Shield” strategies, according to the SEC. It is the ...

The U.S. market for exchange-listed equity option contracts was headed for another year of record-breaking trading volume in 2024 - its fifth in a row, according to data from the Options Clearing ...

Atlas Financial Strategies allegedly made false and misleading statements about its investment strategies, including the ...

The "model rule" for state regulators is meant to help clients distinguish between advisors who earn management fees and ...

What should investors think about regarding Vanguard's new Advice and Wealth Management unit? Click here to find out more about Vanguard.

It’s an essential practice that, when done strategically and thoughtfully, can be the biggest game-changer for every advisor’s practice. And when it comes to marketing in the wealth management ...

Americans are more worried about their finances than ever. TruStage’s Martin Powell explains how financial professionals can ...

While I can understand that a financial advisor’s life is private, is there a “proper way” to ask your advisor to invest your money in the same things he or she invests in? My feeling is that either ...

Britta Ferguson, Senior Vice President and Financial Advisor of Wealth Enhancement, has been recognized in the 2024 “Rising ...