Karen DeMasters

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Mark Casady Joins Foundation Source Board Of Directors

by FA Staff

Casady has been a leader in fintech and philanthropy for four decades.

Sanctuary Wealth Adds Mother-Daughter North Carolina Firm

by FA Staff

The team created Chadwick Bay Investments to join Sanctuary Wealth.

Pershing Adds Ashton Thomas Securities For Clearning And Custody

by FA Staff

The agreement gives Ashton Thomas Securities advisors more capabilities, BNY Mellon's Pershing said.

Osaic Nabs Sturkie Wealth from LPL Financial

by FA Staff

The Lexington, S.C.-based firm brings $240 million in client assets to Osaic.

Money Management Institute Offers Training For NextGen Investment Professionals

by FA Staff

The three-week program is designed for investment professionals with less than five years of experience.

Why Investment Advisors Can No Longer Afford To Ignore Crypto

by

"Investing in digital assets is not going away," one advisor says.

When Retirement Comes At You Fast

by

This couple had just days to make decisions that would alter the rest of their lives.

E*Trade Sued For ‘Paltry' Interest Rates On Retirement Sweep Accounts

by

The online broker's rates last year were at one point 500 times lower than the federal funds rate, the suit alleges.

Proposed Federal DAF Rules Could Shut Down Some Charities, Attorney Says

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New donor-advised fund regulations will dry up charitable contributions, Holland & Knight attorney Andrew Grumet argues.

Stratos Wealth Lands Calif. Firm With $700M In AUM

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Pettinelli Financial Partners joins Stratos from Osaic. The firm's founder sought a succession plan.

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