JPMorgan is rolling out its first tokenized money-market fund on the Ethereum blockchain, pushing traditional cash management further into the world of digital assets and potentially setting up new ...

After an acquisition spree that gave it several key footholds in the private markets, BlackRock is pushing to cement its dominance with a new offering for alts-focused advisors. In a move the firm ...

LPL has taken the top spot among wealth firms with CFP professionals as the ranks of certified planners and exam candidates hit new highs in 2025. LPL now has more than 6,000 CFP professionals on its ...

Schwab is taking a strategic step beyond the world of investing as it unveiled a minority investment in Wealth.com, an estate planning platform geared toward financial advisors. The minority stake, ...

“Blue Owl Capital is considering reviving a plan to merge two of its private credit funds if the share price of the larger fund improves, as the alternative asset manager evaluates its options after ...

As a steady number of investors look to sell their shares back to the company, an interval fund, the $4.1 billion Bluerock Total Income+ Real Estate Fund, is moving to list its shares later this year ...

The client, Kyle Blackmon, is a real estate broker with Compass. He was seeking $19.7 million in damages. According to the FINRA arbitration award, Blackmon will receive $5.375 million in compensatory ...

Total US annuity sales reached $119.3 billion in the third quarter of 2025, according to new data from LIMRA, marking the eighth straight quarter that sales have surpassed $100 billion. The latest ...

Canada has claimed the top spot as the world's most attractive infrastructure investment market for the first time, ...

InvestCloud has enhanced its platform with a new suite of artificial intelligence-enabled solutions for wealth managers and advisors. The new offerings, Intelligent Screening and Intelligent Meeting, ...

A second lawsuit has been brought against Mercer Advisors in the aftermath of last month’s cyberattacks from criminal hacking group ShinyHunters targeting several large RIAs. John Amick filed the ...

The pass rate for the first level of the chartered financial analyst exam fell to 43% for humans even as artificial-intelligence models have advanced to the point they can ace the final and hardest ...