Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.
James T. Booth pleaded guilty to securities fraud last year for defrauding clients of nearly $5 million in investments, according to the Department of Justice.
Even as its competitors have become 'bionic,' offering a mix of human and digital wealth management, Wealthfront has stuck to its software-only approach.