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Jamie Dimon says JPMorgan can offer free robo-advice to best clients
NEWS INDUSTRY NEWS JUN 02, 2016
Jamie Dimon says JPMorgan can offer free robo-advice to best clients

No-cost brokerage trades also an option for bundle of products.

DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion
INVESTING MUTUAL FUNDS JUN 01, 2016
DoubleLine's Jeff Gundlach names deputy CIO as assets reach $100 billion

Lynn Tilton's challenge to SEC hearings rejected by appeals court
NEWS REGULATION AND LEGISLATION JUN 01, 2016
Lynn Tilton's challenge to SEC hearings rejected by appeals court

Fund manager sued last year over allegedly mismarking loans.

INVESTING MUTUAL FUNDS MAY 31, 2016
Wall Street turns to ETFs to sidestep illiquidity in bond market

Global fixed-income ETFs attracted $60 billion through May 25 and are on pace to exceed annual record of $93.5 billion in 2015.

China reality check halts stock rally
INVESTING MUTUAL FUNDS MAY 31, 2016
China reality check halts stock rally

S&P 500 falls for first time in March, Treasuries rally

What Ron Carson learned from a billionaire client
YOUR PRACTICE PRACTICE MANAGEMENT MAY 27, 2016
What Ron Carson learned from a billionaire client

The billionaire's "secret to success" has guided Carson Wealth's CEO throughout his career.

RETIREMENT RETIREMENT PLANNING MAY 26, 2016
Top metro areas for college grads

These areas have the most job openings, available rental units and fellow college grads.

NEWS BROKER DEALERS MAY 24, 2016
Texas securities regulator fines N.J. firm $50,000 for broker's misconduct

State claims former broker overloaded his clients with energy stocks.

CFAs warn asset management firms should fear fintech most
NEWS INDUSTRY NEWS MAY 22, 2016
CFAs warn asset management firms should fear fintech most

The rise of robo-advisers threatens all of Wall Street, a new survey shows.

AFL-CIO seeks SEC probe of OppenheimerFunds, Franklin Templeton over Puerto Rico bonds
NEWS INDUSTRY NEWS MAY 20, 2016
AFL-CIO seeks SEC probe of OppenheimerFunds, Franklin Templeton over Puerto Rico bonds

The unions wants to know if the firms adequately valued their bond holdings as the island's fiscal crisis worsened.