Wealth Management industry news covering the financial markets, trends and wealth professionals.
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The Securities and Exchange Commission announced fraud charges against Christopher Brogdon, an Atlanta-based businessman accused of misusing $190 million of funds raised in the name of building and renovating senior living facilities...
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It’s been a good year for wealth management firms. According to Wall Street recruiting firm Options Group, which surveyed the top quartile of performers at top 10 firms, the top performers in private wealth management expe...
Equal rights for all. | Pekic/iStock/Thinkstock
According to a report issued Wednesday by the Human Rights Campaign, the banking and financial services industry is leading the way when it comes to workplace equality for lesbian, gay, bisex...
• Inflation adjustments released—In Revenue Procedure 2015-53, the Internal Revenue Service issued the new inflation-adjusted tax amounts for 2016. The adjustments include the following, effective Jan. 1, 2016...
The Certified Financial Planner Board of Standards launched the Center for Financial Planning on Wednesday as part of a larger effort to further the development of the advisory profession...
What's on your phone? | Eugenio Marongiu/iStock/Thinkstock
A new survey from antivirus company Avast provides some interesting data about mobile security. The study, which included 25,000 people and took place across 11 countries, asked sm...