Wells Fargo Data Fiasco Raises Red Flags, Demands Serious Change: Lawyer
Other bank observers point to the multiple problems exposed by the recent leak of private data of 50,000 clients and advisors.
Wells Fargo Reps: Data Leak Is the ‘Last Straw’
A recruiter describes the reactions he is getting from some wealth managers on the first business day after the news broke.
Show Me the Money: Taking the Fiduciary Debate to the Bottom Line
Part of acting in a client’s best interest is that the adviser must consider the “cost” of the recommended investments.
Wells Fargo Must Rehire Fake-Accounts Whistleblower, Pay $577K
Department of Labor made the decision Friday, when private info on 50,000 clients and advisors was released.
Wells Fargo Shares Private Info on 50,000 Clients and Advisors: Report
The data release includes clients' portfolio and asset information, as well as FA compensation and client lists, according to The New York Times.
New White House Comm Chief Scaramucci Supports Trump's Tweets
“He’ll use social media ... it's very important for him to express his identity,” said Scaramucci.
Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 529 plans rated based on their flexibility, costs, investment performance and more.
Robo-Advisor Betterment Gets $800M Valuation, $70M in New Funding
Boost comes despite more competition from JPMorgan and others; assets under management more than doubled since last round.
New App Helps Millennials Create Wills, Trusts
Legal documents can be created quickly with no cost to app users.
Retiree Portfolios in the New Normal: The Envelopes Strategy, Pt. 1
The purpose of decades of saving is to fund decades of spending.