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Millennials especially see the recent tax reform as beneficial, Benjamin F. Edwards added eight advisors and Fidelity invested in a bike-sharing startup.
Justin Tuck went from the NFL to Goldman Sachs, Complect adds Kevin Keefe to its advisory board and Mike Duffy leaves Merrill Lynch and finds Happiness Wealth Management with LPL.
The shuttering of WorthFM, one of a number of high-profile robo advisors meant for female investors, demonstrates that high-gloss branding and niche appeal doesn’t overcome the client acquisition challenge.
Simplifying 401(k) plan choices doesn’t help enrollment, new apps help Latinos boost financial literacy and 994 Group launches using the Kolbe Concept.
Investors are optimistic but wary about the stock market, a Boston advisor is sentenced to jail for fraud and TokenAI launches a robo cryptocurrency decoder.
