Edelman Financial Engines has appointed Michael Liersch as its chief planning officer, set to start on August 29, the company ...

New Zealand accounting software giant Xero agreed to buy New York payments provider Melio for $2.5 billion, the companies ...

Brighthouse Financial has narrowed down a field of suitors to money manager TPG and Abu Dhabi-backed financial investor Aquarian Holdings, as the U.S. life insurance and annuity provider continues to ...

Mike Durbin, CEO of Cetera, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook on consolidation in the ...

The wirehouse alum is stepping into a newly created role that "combines planning philosophy, tech-enabled advice and human ...