Former portfolio manager sues Fidelity after leaving for Michael Dell’s family office
PROVIDENCE, RHODE ISLAND, Oct 14 : A former semiconductor fund manager at Fidelity Investment Management has sued its…
Captrust Lands $3B Truist Team in North Carolina
Captrust Financial Advisors, a Raleigh, North Carolina-based RIA and broker-dealer, has acquired a 13-person practice from Truist Investment…
Connecticut Wealth Management Hires Subatomic for AI OS
Connecticut Wealth Management, an independent registered investment advisor with $5.2 billion in assets under management, 45 advisors, and…
Prismm helps banks keep inherited money in-house
Meet Prismm, a startup that helps banks keep families’ money in-house after an account holder dies. It does…
6 Budgeting Tools for the Holidays
It’s (almost) that time of year again: holiday shopping lists, gift hunting and promises to stay on budget.…
LPL Draws $1B Northwestern Mutual Team to RIA Channel
LPL Financial has added a Seattle-based team formerly with Northwestern Mutual that had been overseeing about $1 billion…
T. Rowe Price Beefs Up its Advisor Distribution Efforts
T. Rowe Price, the global investment management firm managing $1.86 trillion in client assets, is bolstering its distribution…
VestGen Receives Growth Capital From Willow Tree
VestGen Wealth Partners, a Chicago-based registered investment advisor platform that was launched in late 2024, has received growth…
Trump administration promises social security recipients 3.6% increase in 2027 | Trump administration
Social security recipients will see a 3.6% cost-of-living adjustment (Cola) in 2027, increasing retirement benefits by an average…
Takeaways from the RPA Broker/Dealer Roundtable
In early September 2026, TRAU convened the RPA Broker/Dealer Roundtable and Thinktank at the Goldman Sachs offices in…
EPF withdrawal rules: Form 121 replaces Forms 15G and 15H from April 2026
Livemint For about a decade, Livemint—News Desk has been a credible source for authentic and timely news, and…
From ‘Indira Gandhi’ to ‘PM’: Cabinet approves renaming of pension schemes | India News
The proposed changes cover three pension schemes and the National Social Assistance Programme under the rural development ministry.…