Will a Rooftop Tennis Court Ease Bill Ackman’s Pain?

Nov 07, 2016

Bill Ackman's new office digs, CFP makes a push for women, starting in high school and stress differs among the generations.

Merrill Lynch Showcases DOL Stance in New Ads

Nov 04, 2016

Merrill Lynch launches ad campaign featuring its commitment to the DOL rule, Millennials are too cash-strapped to buy a home and Strategic Insight acquires BrightScope.

Challenges Driving M&A Increase

Nov 03, 2016

DOL rule, other challenges are fueling the increase in asset management mergers, college students who lose their financial aid are more likely to drop out and don't bring ashes to the opera.

LPL Shares Jump Higher on Sales Rumors

Nov 02, 2016

Shares of LPL stock go higher amid private equity rumors, Brian Rogers is retiring from T. Rowe Price and Fidelity develops a mystery shopper program.

Hungry, Hungry IBDs and RIAs

Oct 31, 2016

IBDs and RIAs are gobbling up new assets, Cetera is putting out its own technology tool for DOL rule compliance and Orion is launching an interactive training course.

Fiduciary Rule FAQs

Oct 27, 2016

Department of Labor releases its first wave of FAQs on the fiduciary rule, baby boomers seek more advice from advisors than millennials and CentSai launches experts section.

Not All NFL Players 'Make It Rain'

Oct 27, 2016

The man with the plan. Professional athletes have reputations for being cavalier about how they spend their money, especially with stories about how many are ripped off by financial advisors and are left broke shortly after their playing care...

Why Women Aren't CEOs of Finserv Firms

Oct 26, 2016

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Disgraced Financial Advisor Apologizes

Oct 25, 2016

Jeff Rubin Jeff Rubin, the disgraced financial advisor who lost a number of NFL clients upwards of $43 million, was the subject of a 60 Minutes segment on Sunday. In it, Rubin apologizes apologizes, saying, "If I can go back in time, I wish I’d ...

A New Way to Evaluate Alternative Funds

Oct 24, 2016

For years, analysts have struggled to evaluate alternative mutual funds, as these funds have had varying degrees of success in delivering diversification and low volatility in a portfolio. That’s why Morningstar is launching a new style box f...