For fiscal year 2024, meanwhile, net revenue in the unit also reached a new high, of $9.46 billion, which was 9% higher than ...

Nonetheless, the unit's total client assets reached a record $1 trillion by the end of September, representing a 5% increase ...

Advisors need to be proactive in understanding their clients and coming up with solutions to develop long-term relationships, ...

Fifty-one percent of nonretired Americans are "concerned" or "very concerned" about outliving their assets in retirement, ...

SS&C uses optical character recognition, or OCR technology, and machine learning to capture all the statements going to those ...

The firm has “been dealing for a while” with balancing recruiting and retirements, according to Chief Executive Officer Ron ...

“The scale players are the ones who can control their own destiny,” according to Osaic Chief Executive Officer Jamie Price.

A year after adding perks and rolling back some criticized components of its compensation plan for financial advisors, ...

J.P. Morgan is suing a former private client advisor accused of violating a post-employment agreement by soliciting former ...

PHF Financial rep Baris Cabalar's trade recommendations caused more than $1 million in customer losses while generating more ...

Trump's proposal to introduce tariffs would result in increased cost-of-living adjustments due to inflation or reducing the ...

Advyzon is offering direct indexing options for financial advisors through a new partnership with fintech firm Syntax Data.