Workers who get "nudged" to save more actually do save more, the ultra-rich prefer multifamily offices, and Burger King is offering a cryptocurrency in Russia.
Former Edward Jones advisor sues over fake Craigslist ads, relying on backtested data can be dangerous, and Envestnet-PMC offering long/short equity strategies.
Women still only account for 23 percent of CFPs, Michigan financial advisor is arraigned on embezzlement charges, and Moss Adams merges with Hein & Associates.
Financial advisors need to do more to protect elderly clients, active beats passive (this year, at least) and Cal State Fullerton celebrates its TD Ameritrade nextgen grant.
Roosevelt fellow J.W. Mason contradicts the belief that the economy has recovered, Louise Linton goes off on Instagram, and advisory firms can learn how to stay on top from HBO.
People will start working into their 100s and enjoy it, Gen Z and millennials are in love with their phones, and young adults want personal-finance advice.
Goldco releases a Bitcoin IRA, Ernest Romer III is accused of defrauding clients, and SIFMA redesigns its website to avoid "bottomless silos of information."
