WealthManagement.com Staff

Sustainable investments are not a drag on performance, RMB Capital acquires Jacobus Wealth Management and Americans are happy with their finances.

Fallout from the Senate vote on arbitration clauses, Douglas Boneparth takes Tony Robbins to task, and another financial advisor is charged with fraud.

Investors are holding onto cash waiting for the correction to come, PURE offering cyber fraud insurance and Northern Trust teams with Wharton on family office research.

TD Ameritrade clients can now make trades on Facebook Messenger, Popular Community Bank establishes a private banking division and a former NFL player says America has retirement crisis.

After net outflows every year from 2011-2015, Latin American Equity Funds had a surge. Meanwhile, “Abenomics” is on the voters’ chopping block.

Edelman is offering a $25 million prize to the XPRIZE competition, Pittsburgh advisor gets jail for Ponzi scheme and Johnny Depp is suing his lawyers.

Michael Hartnett changes his timeline for a correction, EquityZen values Betterment at $1 billion and IHT Wealth Management partners with nVision Wealth Group.