See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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With the proliferation of model portfolio platforms, investment management is increasingly automated, ubiquitous, and not at all the financial advisor’s job.
People magazine recently published photos of the “Bee Girl’s” wedding, the cost of being a family caregiver and firms with better health programs have healthier stock prices.
Jennifer Sharkey claims JPMorgan Chase violated whistle-blower protections in the 2002 Sarbanes-Oxley Act and is seeking back pay, compensation for her emotional distress and reinstatement to her job.