Cathie Wood grew up in California and attended the University of Southern California (USC). While at USC, she was mentored by ...

Houston-based activist investor JCP Investment Management is urging Cheesecake Factory to explore the possibility of creating ...

Hightower Holdings is buying a majority stake in the institutional investment consulting firm NEPC. Combining under a common ...

Advisers know how to manage wealth—but as the wealth management industry evolves, local leaders in the space are having to ...

Wealth management is evolving, expanding beyond traditional financial planning to a more comprehensive approach that ...

Hedge fund Elliott Investment Management on Monday pressed a court not to hold up its bid for Citgo Petroleum, saying the ...

Hightower Holding, a Chicago-based wealth management firm, has agreed to acquire a majority stake in Boston-based investment ...

Elliott Investment Management built up an 11% stake in Southwest — then started a podcast. It's a good move, two ...

One area of the financial services sector ripe for disruption is wealth management. Investment-grade products—traditionally ...

After more than four months of waging a public battle with activist investor Elliott Investment Management, low-cost pioneer ...

For financial advisors, staying ahead of these trends is crucial to meeting client needs and ensuring long-term success.

The firm has four key tie-ups with insurers, and assets managed for insurers in the third quarter rose 24% year over year to ...