Karen DeMasters

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Advisors Need To 'Navigate' $18 Trillion Wealth Transfer, EY Says

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Advisors need to understand the needs of women and young investors to retain assets, a company report says.

Firm Looks To Bring Structured Notes To Retail Investors

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The products provide a measure of safety and can be had for investments as low as $1,000, Halo Investing says.

Philanthropists Up Ante When Disaster Strikes, Vanguard Charitable Says

by FA Staff

Charitable giving for emergencies leads to more overall donations, the donor-advised fund organization said.

Miracle Mile Advisors Adds CIO To C-Suite

by FA Staff

Matt Dmytryszyn has been appointed to the role.

Foundation Source Appoints Two New Executives

by FA Staff

The move sets Foundation Source up for future growth, the organization said.

Advisors Need To Be Careful When Using Fintech Vendors, Exec Says

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Outsourcing technology solutions requires a high level of due diligence, says Ncontracts CEO Michael Berman.

Advisors Have 'Vast' Opportunity To Work With Couples, Ameriprise Says

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A company survey found that couples with an advisor were more honest with each other about finances.

Venture Capital Firm Buys Software Firm, Launches Wealth Management Platform

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Surge Ventures said its acquisition of Kovair Software will provide wealth managers with better data management solutions.

Stratos's New Division Adds Two Firms

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The move enhances Stratos's presence in New Jersey and New York.

Advisors Seek More Certifications To Attract Wealthier Clients, IWI Says

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Investment and Wealth Institute is seeing growth in some of its newer certification programs.

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