Social Media Ideas for Fiduciary Management Inc

FMI Large Cap Equity Q2 2026 Review

FMI International Equity - Unhedged Q2 2026 Review

Private business, even more confidential fees: The cost of Fidelity custody

Fidelity Institutional Wealth Management Services faces competitive threats in an era of ETFs and multicustodian advisory practices. But it has big advantages.

Why a Wealth Manager Made This $155 Million Asset Manager Stake Its Largest Holding

Federated Hermes is a leading asset management holding company with a diversified suite of investment products and a global client base

MJ Companies adds benefits compliance director amid ERISA liability surge

Fiduciary breach lawsuits against employer plan sponsors are rising, and law firm talent is moving to meet the demand

Form 13F Contango Wealth Management LLC For: 9 June

$1.2B Maridea Brings Tax Prep In-House, Adds Fidelity as Custodian

Upstart RIA aggregator Maridea made the moves via advisor acquisitions as it continues to scale in size and services.

Fiduciary-related court case summaries by FISA

The Fiduciary Institute of Southern Africa (FISA) has developed an extensive archive of court case summaries relating to fiduciary matters. The summaries are written by FISA CEO, J...

Tanglewood Total Wealth Management: Doubling Down on Internal Ownership

The firm has expanded ownership internally to six shareholders while maintaining its fee-only independence and client-first approach across multiple generations.

$3B Former Wells Fargo FiNet Team Launches Own RIA

The 22-person Jacksonville, Fla., team, led by four partners, will use First Clearing for custody and TradePMR for middle-office support.

IMF: Uncorrelated Managed Futures Strategy From Invesco

BC advisor pays $25,000 after leaving widow's home-buying plans out of her file

WFG Securities advisor filled in DSC fee disclosures only after his client had already signed

CIFC pushes deeper into wealth channel with MD appointment

CIFC Asset Management has appointed Mike Martin as managing director, investor solutions as the firm expands further into the wealth channel. According to CIFC, Martin’s appointmen...

Fidelity’s FutureWise unveils private markets partner network

FutureWise, Fidelity International’s default investment strategy for UK workplace pension schemes, has launched a private markets partner network, a group of general partners (GPs)...

Fidelity Select Financials Portfolio Q1 2026 Commentary

Wisconsin asset manager enters Canadian ETF market with new US equity funds

US mid cap and large cap funds bring active management to TSX investors

Modern Wealth Acquires Florida RIA With $1.1B

The deal for Flaharty Asset Management marks the firm's 22nd acquisition since 2023, bringing total assets under management to more than $14 billion.

Your 401(k) Committee Playbook: AI Minutes, Privilege Risk, and Getting the Right People in the Room

Business Moves

National Wellington Management, Hartford Funds Wellington Management and The Hartford entered into a definitive agreement under which Wellington will acquire Hartford Funds. Upon c...

Edelman Financial Engines Names New CFO, Restructures Wealth Planning Team

The $300 billion RIA brings on Steve Gaven from SageView Advisory and names Ro Mehrotra to lead its wealth planning division, among other executive shifts.

The Mayeu Financial Group: At Your Service

From managing market volatility to building community, The Mayeu Financial Group takes a comprehensive and client-centric approach to retirement planning.

Quantum Advisory ‘State of Play’ Report Reveals Latest Fiduciary Management Trends

Pensions and employee benefits consultancy for small and medium sized schemes and employers Quantum Advisory has published the results from its latest quarterly Fiduciary Managemen...

Ohio Advisor Sues Mariner, Claiming Fraud Over Missing $13M Payment

Ohio-based advisor James Hyre claims the firm misled him to obtain his “assets under management at a steep discount through fraud, weaponized termination, restrictive covenants and...

Education or Advice? How Retirement Plan Sponsors Can Boost Retirement Literacy While Avoiding ERISA Fiduciary Liability