Clients have an outsized view of expected returns, CFP Board approves Husson University's financial planning degree program and a New Jersey advisor pleads guilty to defrauding a client.
SEC Administrative Law Judge Carol Fox Foelak ruled that while Tilton and Patriach did not make it easy for investors to find information, "they also did not conceal - omit to state - material information."
Liliane Bettencourt dies at 94, iCapital to acquire Deutsche Bank's private-equity access fund platform, and married couples are more financially secure than single adults.