In the suit filed in Florida federal court, Joena Bartolini Mitchell says she was fired in retaliation for filing claims of sexual harassment and discrimination.

  By NB  Oct 21, 2023

Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion. SageView, Linscomb & Williams and Pathstone all filled key roles.

  By NB  Oct 21, 2023

A survivor of the Wall Street brokerage culture of the 1990s, the Ellevest co-founder said success in financial services today is found in diversity and collaboration.

  By NB  Oct 20, 2023

Nearly 70 new ETFs made their market debuts in September. That included 21 bond ETFs, one commodities ETF, 41 equities-based ETFs and six target date/multi-asset ETFs.

  By NB  Oct 20, 2023