New alternative investment platform JKBX has attracted thousands of retail investors purchasing the streaming rights to hit songs from Beyoncé, Taylor Swift and more — here’s what it might mean for the alts space.

Financial Planners play a unique role in the lives of their clients for many years so, for clients, losing their planner due to retirement or business exit, can be a challenging and disconcerting time. Planners build up client relationships over many years and I know from my chats with planners that many see their clients […]

The program allows candidates to complete the certification program online, asynchronously and in half the time it takes to complete the standard program.

Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.

Terri Kallsen of Rise Growth Partners is currently a member of the CFP Board’s board of directors and chair of the finance and investment committee.

Trustworthy, a digital vault for consumers to store and find documents, recently expanded its platform to advisors and financial professionals. Here’s what’s next for the AI-backed startup.

There is little doubt that the pandemic, followed by the cost of living crisis, has turned retirement planning on its ahead. As Scottish poet Robert Burns once wrote: “The best laid schemes o’ mice an’ men gang aft a-gley.” It is an often quoted saying about the fact that no matter how much planning you do, […]

With a profit margin of 46% in the business segment and new converts using the firm’s technology, BNY CFO Dermot McDonough said the company is in good shape.

Citi’s CEO Jane Fraser assured investors Friday that the megabank was on the rebound from a corporate restructuring and regulatory actions.