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Former Edward Jones advisor sues over fake Craigslist ads, relying on backtested data can be dangerous, and Envestnet-PMC offering long/short equity strategies.
Women still only account for 23 percent of CFPs, Michigan financial advisor is arraigned on embezzlement charges, and Moss Adams merges with Hein & Associates.
Financial advisors need to do more to protect elderly clients, active beats passive (this year, at least) and Cal State Fullerton celebrates its TD Ameritrade nextgen grant.