Karen DeMasters

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SageView Expands Wealth Management With New Hires

by FA Staff

Matt Cosgriff and Sophie Benander join the SageView team, the firm announced.

Active ETFs Are Making A Big Splash, BNY Mellon Says

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Active funds have accounted for a record 25% of ETF inflows so far this year.

Former Cardiologist Joins NewEdge As Managing Director

by FA Staff

The addition is part of the ongoing expansion by the firm.

Wealth Management Technology Company Adds Robotics Expert To Board

by FA Staff

Henrik Christensen has joined the AlphaTrAI board of directors.

Family Office Finds Success With Flat Fee Structure

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Alpha Capital Family Office has eschewed asset-based fees for its ultra-nigh-net-worth clients.

New Tool Offers Help Maximizing Social Security Benefits

by FA Staff

The RSSA Roadmap is designed to help advisors and consumers devise a strategy for claiming benefits.

A Recession Is Still Heading Our Way, Bob Doll Says

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Advisors and their clients should maintain a defensive investing position, Doll said.

When The Initial Plan Fails, Retirees Need A Plan B, Transamerica Says

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Policymakers have an important role to play in people's successful retirements.

Will More Female Clients Mean More Female Advisors?

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Women are on track to inherit the most from the great wealth transfer.

Coldstream Acquires Wealth Management, Accounting Firms

by FA Staff

The acquisitions bolster the wealth manager's presence in the Pacific Northwest.

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