$2.1 billion in assets leaves Merrill Lynch

Merrill loses two big advisers, as a $1.5 billion adviser to the ultra-wealthy jumped to UBS, and a $600 million manager joined Stifel.

The overlooked economics of immigration

Blog - On Friday's Breakfast with Benjamin, the immigration issue President Obama isn't ready to talk about. Plus: Morgan Stanley's wealth management riddle, chilly weather heats up commodities, and an honest look at Wall Street's culture of dishonesty.

Millionaires: Fend for yourselves, says SEC's Gallagher

Commissioner says that the private market is working just fine and that the effort to revise the accredited-investor standard is a waste of time.

Using YouTube to land new clients

Gallery - A roadmap for advisers looking to begin using YouTube to help attract and retain new clients.

Supersized IRAs are here to stay

Blog - On Thursday's Breakfast with Benjamin menu, the Government Accountability Office solves the riddle of the multimillion-dollar IRA. Plus: Oil stocks bounce on the Senate's Keystone 'no' vote, seniors can't wait for Social Security, and strippers pose a threat to the '1099 economy.'

Ex-Schwab broker barred for $1M office supply heist

Former rep purchased office equipment through the firm's order system without authorization, then sold them to individuals, Finra alleged.

How to break the glass ceiling in financial services

Video - According to Sallie Krawcheck, improving diversity in financial services remains critical, but getting there could be difficult.

Fidelity's virtual reality stock market

Fidelity researchers dive into virtual reality with StockCity, a wearable technology interface for investors to explore the stock market like it were the streets of Midtown Manhattan.

Data & Resources

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