WealthManagement.com Staff

Vanguard expands commission-free ETFs to 1,800, William Galvin launches private placement investigation and scooter startup Spins is offering STOs backed by company revenue.

Investors are optimistic but wary about the stock market, a Boston advisor is sentenced to jail for fraud and TokenAI launches a robo cryptocurrency decoder.

Jim Nagengast joins FINRA’s board, State Street is bullish on cash, and a new report calls for more diversified target date funds.

Six fiduciary groups have joined forces to try and ensure the SEC makes the difference between “advisors” and “brokers” explicit when setting standards of conduct for the industry.

HNW clients want to discuss estate planning and philanthropy with advisors, Everplans introduces “Sharing After Death” and Emperor Investments launches for U.S clients.

Clients are open to having their money managed by a big tech-focused firm, Merrill Lynch adds features to its mobile app and LPL hires Richard Steinmeier to head business development.

Lincoln Financial and Orion partner on an annuities platform, Seaward Management rebrands and Alex. Brown adds an LA-based team.

The Fifth Circuit pours dirt on the DOL rule’s coffin, Fiduciary Trust Charitable cuts donor-advised fund minimum and millennials are still relying on their parents for money.