The three advisors at Patton Wealth Management have more than 65 years of industry experience.

About 47 million Chase customers will be offered the program, which gives them 100 free trades in the first year.

Innovative Financial Solutions manages clients that include faculty and administrators at Indiana University.

Financial advisors use options in 21 percent of client accounts and they expect to increase that to 30 percent by 2020.

The executive of one of the largest RIAs will remain in the position until a replacement is found.

President Trump advocates for a six-month corporate reporting system.

The 2019 CFA exam will include questions on financial technology, including cryptocurrencies and machine learning.

Service providers to wealth managers are beginning to compete on scale.

SIFMA President and CEO Ken Bentsen said he largely approves of the SEC’s Regulation BI.

The virtual training encourages advisors to improve their communication and financial planning tools.