Nearly 200,000 take the CFA exams, study finds clients aren't healthy enough for retirement and FiNet loses Bison Financial group to Ameriprise.
TIAA's acquisition of EverBank Financial and MyVest helped accelerate the robo advisor's launch.
Investors aren't sure what "goals-based" investing means, asset managers can't turn data into sales and a study funds that the UHNW hide 25 percent of their wealth.
See how many of these everyday financial terms you can unscramble in 10 minutes.
The DOL's fiduciary rule takes effect at the end of this week.