See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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(Bloomberg) -- BlackRock Inc. urged regulators to increase scrutiny of robo-advisers as customers flock to automated services, lured by low fees and ease of use...
Moving on. | Copyright Tim Boyle, Getty Images
State Farm is tweaking its product offerings available to its agents, and the Department of Labor’s fiduciary rule is partly to blame. Currently about 12,000 of the insurer’s agents are licensed t...
Former Merrill Lynch advisers who were fired after Bank of America merged with the brokerage in 2008 won back some of the deferred compensation on which they had missed out.
(Bloomberg) -- UBS Group AG doubled the number of quants working for Chief Investment Officer Mark Haefele in the past two years. He wants to hire even more...
Making that first million is always the hardest, but for millionaire retirees, it's not that big a deal, according to a new Ameriprise Financial survey. The study, of 432 millionaire retirees, found that 40 percent felt that passing seven fig...
Charitable. | Copyright Ronald Martinez, Getty Images
Houston is home to the top charities in the United States for the second year in a row, according to Charity Navigator's 2016 Metro Market Study. The survey compared the median performances...
The ranks of Certified Financial Planners just crossed 75,000, the CFP Board announced Tuesday. The CFP designation dates back to 1973, when the first group completed a course at the College for Financial Planning. In 1985, the College create...
