Ultimus Fund Solutions®, a leading provider of services to the private and registered fund industry, today announced Jim Cass, the company's Vice Chairman, has been appointed to the Philadelphia ...

As Long-Term Care Awareness Month begins, new research from Lincoln Financial (NYSE: LNC) highlights a widespread concern ...

Vince Curtin lifts the lid on the East Coast RIA's fiduciary focus, its employee ownership structure, and how it seeks ...

Matthew Condos, Lincoln Financial Yeah, thank you ... And it can be complementary to the plan advisor who can choose whether ...

Lincoln International, a global investment banking advisory firm specializing in private capital markets, has completed its acquisition of MarshBerry, an investment banking and consulting firm serving ...

The former advisor’s conviction follows a multi-year scheme built on fraudulent financial statements, ending in the collapse ...

Lincoln International, a leading global investment banking advisory firm specializing in private capital markets, is pleased to announce the closing of its acquisition of MarshBerry, a global leader ...

SAN DIEGO, Oct. 31, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced a reduction in fees and a simplified pricing structure across its advisory platforms, ...

An associate in an effort to defraud financial institutions out of $45 million is headed to prison, with a judge calling his ...

Lincoln Financial has a relatively low level of complaints for its individual life insurance, according to data from the ...

A wealth management firm founded by former Wells Fargo executives is celebrating a significant milestone, marking its rapid growth in the industry.

Artificial intelligence is starting to play a much bigger role in financial planning and wealth management. Many people wonder whether that means financial advisors will eventually become unnecessary.