Ameriprise study finds age is just a number, Citi names Natalia Murphy the Head of Trust and Wealth Planning for North America and SmartAsset launches SmartAdvisor matching program.
Merrill Lynch fined by the SEC, the SEC issues a warning about unregulated cryptocurrency exchanges and eMoney creates a continuing education CFP program.
Sallie Krawcheck isn’t shying away from the gun debate, employers and investors differ on retirement and Advisor Group partners with Envestnet on a retirement account platform.
The CFP Board creates a diversity advisory group, providing women with access to financial products could boost the economy and investors trust advisors more than accountants.
Bank of America donates $500,000 for a Wealth Management Center, Steve Schwarzman gives advice to Wall Street hopefuls and RMB Capital opens a Minnesota office.
