For the most part, the machines are doing it wrong and humans are doing it right.

With so much of the workplace world in flux, now is the time for wealth management firms to set fears aside and deliver a new environment for their teams.

SEC Chair Gary Gensler's latest comments mark the newest warning to the asset management industry to avoid inflated language around its environmental, social and governance allocations.

A slate of new appointees, including investor advocate Barbara Roper, show chair Gary Gensler moving away from the traditional revolving door with industry to staff up the agency, and that could impact advisors, say SEC observers.

Theder will be joining FMG Suite, the advisor marketing platform that powers Advisor Group’s MyCMO offering, as CMO and chief experience officer, effective Sept. 7.

The couple, who also took out a PPP loan, told investors they were managing foreign currency funds that would earn them at least 10% annually.