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Concerns about trade war play out in ETF flows
INVESTING ETFS JUN 20, 2018
Concerns about trade war play out in ETF flows

Investors are hell-bent on industrials-to-small-caps rotation trade

Potter Financial shifts from Kestra to Commonwealth
RIAS RIA NEWS JUN 20, 2018
Potter Financial shifts from Kestra to Commonwealth

Hybrid manages $130 million in Durham, N.C.

Wells Fargo weighs changes to wealth unit
ADVISOR NEWS WIREHOUSES JUN 19, 2018
Wells Fargo weighs changes to wealth unit

The move would reflect the bank's effort to cut $4 billion in costs.

Finra bars broker for failing to provide information during investigation
RIAS RIA NEWS JUN 19, 2018
Finra bars broker for failing to provide information during investigation

Colorado broker Dennis Farrah quit firm before state regulators revoked his license.

Younger millionaires want advice on cryptocurrency
INVESTING ALTERNATIVES JUN 19, 2018
Younger millionaires want advice on cryptocurrency

More than 70% of those under 40 want their wealth managers to discuss the subject.

Vanguard research reframes retiree health care as annual expense
ADVISOR NEWS RETIREMENT PLANNING JUN 19, 2018
Vanguard research reframes retiree health care as annual expense

Says viewing health costs as a staggering lump sum impedes action and planning.

Trump administration will let small businesses offer cheaper health plans
ADVISOR NEWS RETIREMENT PLANNING JUN 19, 2018
Trump administration will let small businesses offer cheaper health plans

Association health plans would lack some of the protections required under Obamacare.

BlackRock to close 16 smart-beta, multifactor ETFs
INVESTING ETFS JUN 19, 2018
BlackRock to close 16 smart-beta, multifactor ETFs

Closures occur as the company puts more emphasis on factor investing.

U.S. Bancorp launches robo
ADVISOR NEWS FINTECH JUN 19, 2018
U.S. Bancorp launches robo

Investment unit's Automated Investor created with help of BlackRock's FutureAdvisor.

Pastor and pal indicted over fraudulent financial planning
ADVISOR NEWS REGULATION AND LEGISLATION JUN 19, 2018
Pastor and pal indicted over fraudulent financial planning

Larry Holley and Patricia Gray are defendants in parallel SEC civil action.