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 ...

As Chief Planning Officer, Liersch will drive collaboration between investment management and the teams responsible for planning, educational content, and advanced advice. The role is distinct from ...

Wealthfront, a digital wealth management company, has confidentially filed for a US initial public offering (IPO). The number of shares and price range for the offering remain undetermined.

Acacia Research has hired Michael Zambito as the acquisition company's new chief financial officer. Acacia on Tuesday said Zambito has spent the past three decades at Ernst & Young, including the last ...

These committees are being reimagined as a tool for families, not to centralize control but to decentralize wisdom.