Larry Forlenza and Carl Hanks have aligned with fellow advisors of Morristown Wealth Management that joined LPL platform in October.

Expectations for higher valuations, a reluctant Fed and negative economic indicators all point to a pullback, he said.

While the proposals are sponsored by Democrats, they are still on the table because of the Republican party’s populist push to eliminate tax shelters for the wealthy while benefiting the middle class, ...

Elevation Point, a firm co-founded by former Sanctuary Wealth CEO Jim Dickson to make strategic investments in middle-market advisory firms, yesterday announced it had completed its first minority ...

Naperville, Ill.-based Calamos Investments is continuing to innovate in the structured exchange-traded fund space by launching the first-ever 100% downside protected bitcoin ETF. “This will mark the ...

JPMorgan Chase & Co.’s traders scored their biggest fourth-quarter haul ever, boosted by volatility tied to the U.S. elections in November. Trading revenue at the firm rose 21% from a year earlier, ...

The firm accused him of using fictitious emails to suggest two reps were insider trading and had neo-Nazi ties.

Raymond James has recruited a longtime Charles Schwab advisor in California, one who managed about $500 million in client assets, to its independent advisor channel, Raymond James Financial Services, ...

The SEC said Elon Musk cheated Twitter shareholders by waiting too long to disclose his growing company stake.

Economists see the core gauge as a better indicator of the underlying inflation trend than the overall CPI that includes often-volatile food and energy costs. The headline measure rose 0.4% from the ...

As the financial influence of women grows, it's critical that financial advisors deeply understand the needs and goals of their women clients.