The DOL issued a temporary enforcement policy regarding its fiduciary rule, Schwab to open accelerators in Austin and San Francisco and Black Diamond launches a new client portal.
Taylor Royal is running for Nebraska State Treasurer, change in the markets could hurt asset managers and StratiFi Technologies raises $7 million in funding.
A Houston financial advisor is accused of defrauding Robert Meachem, moving can boost financial freedom and Raymond James named Jodi Perry to national director position.
Wealthfront opens its college planning tool to all users, Acorns launches its retirement tool and the SEC builds an online tool to find troubled brokers.
HSBC Global Private Banking expands to Seattle, John Hancock plans a single, integrated platform for annuity customers and yacht chartering is booming.
Investors saved $4 billion last year thanks to lower fees, wealth managers are still too vulnerable to down markets and accounting firms partner on wealth management.
Financial advisors are unprepared for digital disruption, financial literacy solutions do little to close the racial wealth gap and what to do about the shrinking number of IPOs.
Bill Harris advocates for bitcoin regulation, three-fourths of advisors lack a succession plan and Laserfiche is hiring an artist for its corporate headquarters.
