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.
The two firms used to be affiliated through the same back-office provider, CapTrust Association. The merger creates a firm with $243 billion in client assets and 34 offices nationwide.