See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The perception among too many investors is that hedge funds are plagued with high fees, shady managers and gimmicky marketing campaigns. And as an industry, alternative asset managers have not done enough to challenge that perception, and...
American Realty Capital Properties, the non-traded REIT sponsor mired by troubles last year related to a $23 million accounting error, has changed its name to VEREIT. The new name comes from the word “veritas”—the Latin word for “truth...
A federal judge refused to second guess the CFP Board’s handling of the enforcement action against Jeff and Kim Camarda, saying in a recently unsealed opinion that the advisors had failed to show the organization was motivated by “bad...
On the latest installment of HBO’s Ballers, Dwayne “The Rock” Johnson’s Spencer Strassmore is called in to clean up several players’ messes—raising the question: how do you juggle needy clients...
No taxation without representation. | Copyright Daniel Berehulak, Getty Images
More than three out of every four Americans living abroad say that taxes will play an important role in the next presidential election. In a recent poll of over...
The conventional wisdom on automated investing platforms revolves around getting an advisor's hooks into millennials, the generation that loves technology, distrusts the financial industry, and has accounts too small to advise efficiently without...
The new standard for advisors to retirement accounts will have dramatic consequences for advisors, not least on the initial decision whether to roll over a 401(k) plan into an IRA.
