LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that seven advisors have joined LPL, aligning with Genesis Wealth Management, an independent firm on LPL’s broker-dealer and corporate registered investment advisor (RIA) platforms. The advisors include Robert Harlan, John Lander, Heidi Malone, Youree McBride, Richard Poligala, Geraldo Reyes and Max Rodriguez.

Neuberger Berman has announced the formation of a research partnership with the University of Waterloo to study and develop data-driven techniques for investment management.

UBS and WeWork have announced a partnership to redesign three floors of the UBS Wealth Management USA Headquarters in Weehawken, New Jersey.

In this US News & World Report article, Jeff MacDonald explains why he’s not concerned about the possibility of economic stagnation.

Last week, summer moved into full swing in the United States with one of the steamiest 4th of Julys I can remember.

Morgan Stanley raised quarterly stock dividends on June 28, the fourth such increase in as many years.

Raymond James took home five honors at the M&A Advisor’s 10th annual International Gala.

LPL Financial's second-quarter earnings conference call will be conducted after the market closes on July 26.

Rockline Wealth Management has joined LPL Financial in its broker/dealer and corporate registered investment adviser platforms.

MUFG Union Bank, N.A and Principal Real Estate Investors have created MUFG Principal Commercial Capital, a lending platform, which they will both co-manage.

Firm offers advice on positioning amid uncertainty to gain the most.

In a recent Morgan Stanley wealth management blog, senior market strategist Scott Helfstein says developments in AI are sure to have an impact on business so it's important to know how to invest in this area.

President Donald Trump demanded on Monday that the Department of Justice open an investigation against the individuals who are examining questionable procedures of his staff during the 2015-16 presidential campaign.

BNY Mellon Wealth Management Brian Luster offered several tips for business owners who may find their "newfound freedom" overwhelming or who have a loss of identity.

While most are just fine with their roles in financial decisions, research shows eight out of 10 will be alone, divorced or widowed.

To help advisers identify these new demands, LPL Financial recently crafted a whitepaper suggesting they identify the trust factor, focus on goals, and develop an individualized plan for every client.

The creation of Neuberger Berman Specialty Finance group (NBSF) was recently announced by its parent company Neuberger Berman from New York City headquarters as a segue into a wider scope within the specialty finance industry.

New York City-based Fiduciary Trust International recently recapped its outlook on the financial market’s current status, specifically its mutability of late, pointing out key issues while observing the need for investors to adapt to uncertainty.

Despite disappointing returns in the last half of 2017 and the first part of 2018, European stocks began to outperform U.S. stocks in April, according to Morgan Stanley.

UBS Wealth Management USA recently unveiled its first-ever digital service to all clients of the UBS Wealth Advice Center.