A Houston financial advisor is accused of defrauding Robert Meachem, moving can boost financial freedom and Raymond James named Jodi Perry to national director position.

For stricken UHNW clients, Cancer Panels may offer answers.

But they are watching a lot more TV.

Pushing back Social Security benefits isn't as simple an idea as it sounds.

Wealthfront opens its college planning tool to all users, Acorns launches its retirement tool and the SEC builds an online tool to find troubled brokers.

Such offerings are not subject to existing regulations.

Crypto-fund pioneer Bitwise Asset Management is tweaking its cryptocurrency index fund, adding weekly liquidity and cutting fees for $1 million and up accounts.

There are still many clients who are not aware of their disclosure and reporting obligations.