The best way to improve gender diversity is to promote women, LifeYield expands to all advisors and time to retire tired marketing analogies.

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.

RIAs detail their issues with technology, Greg Fleming snatches another executive from Morgan Stanley and RBC to move Minneapolis offices.

The asset and wealth managements are too complacent about fintech, Howard University adds CFP programs and U.S. household wealth reaches new highs.

Merrill Lynch fined by the SEC, the SEC issues a warning about unregulated cryptocurrency exchanges and eMoney creates a continuing education CFP program.

SEI partners with Synechron on blockchain, Coinbase launches an index fund and millennials on what they want from employers.

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.

Pawn shops are catering to the wealthy now, Morningstar introduces its Quantitative rating and Mercer Advisors acquires Traust Sollus.

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.