8 'Must Know' Advisor Trends
By Jeff BermanVIPs weigh in on the industry's outlook for 2021 and specific issues like robo-advisors, hiring and dealmaking.
November 18, 2020
Ponzi Scheme Suspect Tried to Flee FBI on Underwater ScooterMatthew Piercey of California led agents on a car chase, then ditched his truck and swam into a lake, the prosecutor says.
November 18, 2020
Wells Fargo Exec: Fractional Shares Are 'Democratizing' InvestingIn addition to making pricier stocks available to more investors, fractional shares make systematic investing easier, Joe Nadreau says.
November 18, 2020
How Life Insurers Can Promote Successful Gamification StrategiesCan you balance on one foot long enough to read this whole article?
November 18, 2020
'RJ' Moore Is Back in LPL OrbitMoore, a former president of LPL and ex-Cetera CEO, is now the chief of LPL's biggest affiliated RIA.
November 18, 2020
Fintech Firm Oranj to Close by Year-EndOranj staff members are in touch with the firm's 500-plus advisor clients about transitioning to other fintech firms.
November 18, 2020
UBS Wealth Picks Ex-Chicago Bear to Lead Athlete SegmentAdewale Ogunleye, a former Pro Bowl defensive end, earned an MBA after being defrauded by his financial advisor.
November 18, 2020
U.S. Death Gap Grows: DemographerIn 2018, baby boys in the top socioeconomic category could expect to live 7.4 years longer than baby boys in the lowest category.