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Thanksgiving turkeys are shrinking
RIA NEWS NOV 16, 2018
Thanksgiving turkeys are shrinking

Smaller birds for the holiday feast are another thing being blamed on millennials.

Robo Acorns said to seek funding at $700 million valuation
FINTECH NOV 16, 2018
Robo Acorns said to seek funding at $700 million valuation

BlackRock and PayPal are among the company's existing investors

Money in donor-advised funds can make impact before distribution
RIA NEWS NOV 15, 2018
Money in donor-advised funds can make impact before distribution

New study from Cornerstone Capital Group highlights ESG investing and other options within the tax vehicle.

Wells Fargo cuts 1,000 jobs across the U.S.
PRACTICE MANAGEMENT NOV 15, 2018
Wells Fargo cuts 1,000 jobs across the U.S.

About 900 of the cuts will occur in the bank's home-lending unit, as higher rates and competition cut into that business.

Mega-multifamily offices Glenmede and London-based Stonehage Fleming tie the knot
EMERGING MARKETS NOV 14, 2018
Mega-multifamily offices Glenmede and London-based Stonehage Fleming tie the knot

Transatlantic deal will benefit rich U.S. clients with multijurisdictional relationships.

RIAs that invest in training and development can win more and build their brands
RIA NEWS NOV 14, 2018
RIAs that invest in training and development can win more and build their brands

Apple stock plunge sends shudder through rest of U.S. economy
FINTECH NOV 13, 2018
Apple stock plunge sends shudder through rest of U.S. economy

Abysmal seven-day stretch for iPhone-maker further dragged by earnings speculation analysts say is too optimistic

Mariner Wealth Advisors acquires $2 billion Patriot Wealth Management
RIA NEWS NOV 13, 2018
Mariner Wealth Advisors acquires $2 billion Patriot Wealth Management

The purchase, which will become effective at the start of 2019, is Mariner's first venture into Houston.

SEC commissioner warns about use of leverage in ETFs
ETFS NOV 12, 2018
SEC commissioner warns about use of leverage in ETFs

Products that employ derivatives to boost their returns threaten the reputation of the ETF market, says Robert Jackson.

Tech sell-off becomes the roughest since 2011
EQUITIES NOV 12, 2018
Tech sell-off becomes the roughest since 2011

Rising Nasdaq volatility reflects investors' skittishness about the sector.