WealthManagement.com Staff

Two former Morgan Stanley advisors plead guilty to fraud, the pitfalls of robos using ETFs, and a man dies shortly after winning the lottery.

The Intercept profiles Jay Clayton, CFA partners with Bloomberg on education and Edelman teams with Envestnet for its advisor platform.

An investor survey from insurance firm Global Atlantic shows one-in-10 investors would buy gold if they were to take money out of the market.

Wealthfront automates home buying advice, higher volatility doesn’t signal a market crash, and the richest of the rich are flocking to Australia.

Tim Duncan settles his lawsuit against his former financial advisor, new report questions the process of manager selection and Matt Grossman picked to replace Racquel Oden at Merrill Lynch.

J.P. Morgan debuts new alternative beta ETF, wealthy clients concerned about being found out and Robinhood starts trading cryptocurrencies.