Julian Zidan joins Bolton following more than four years at EFG Capital, bringing extensive experience across Central and South American markets.

Investors in funds run by Guggenheim Investments pulled $2.4bn from the firm’s 10 US-domiciled mutual funds in September, following reports of federal investigations into the business dealings of ...

The firm has dropped Sustainable Growth Advisers from the $32bn Bridge Builder Large Cap Growth fund (BBGLX) while adding both Wellington and Los Angeles Capital Management.

Damon Joyner has succeeded Ernest Sampson as PCS' chief executive, with Sampson staying involved as co-chair. Hybrid RIA and ...

Leaders from AE Wealth, SEIA and &Partners say strategic investments in AI are boosting advisor productivity and helping turn leads into clients.

Arthur Goldstuck says that while AI can sharpen portfolio analysis, fund selectors must verify its findings, protect client data and remain responsible for every recommendation.

Constellation Wealth Capital’s Lisa Crafford shares what it takes for young professionals to make the leap into executive leadership positions at RIAs.

Insurance holding company and RIA investor Sammons Financial Group revealed on Tuesday that it is rebranding the name of its ...

French pension and insurance firm Carac has hired Yoni Krief (pictured) as its head of unit-linked funds. Krief, who was was ...

You can’t just keep doing the same thing, especially if things are not working,' said Edgewood Management partner and portfolio manager Larry Creel.

Timeline recorded another £3.3m loss after tax in 2025 but says it has now hit its goal of turning profitable this year. The comes as the low-cost provider, which makes most of its money from its ...

But 23-year-old Callum Burditt, a trainee financial adviser at Pense, says this non-traditional path has given him a great start in the profession. Pense, where Burditt started last year, specialises ...