The custodian and clearing firm is quietly building an offering of digital advice integrations it offers its clients.
Plus: Congress paves the road to becoming filthy rich, NextShares gains traction, and banking on a Clinton victory
Fourth annual awards program recognizes firms for excellence in practice management, financial performance.
This is the fourth consecutive year of COLAs falling below 2%.
Spouses can claim benefits when mate collects disability.
Planning centric digital advice solution part of new Fidelity platform for advisers.
Spouses can claim benefits when mate collects disability.
Jeffrey Howell allegedly overvalued a UBS customer's account by as much as $3 million.
Accused of forging parents' names on withdrawal request forms, intercepting checks and then spending money without their permission.
Small increase will create a Medicare nightmare as premium hikes will vary.
Plus: Wells Fargo hits NYC pension plan, more problems with Obamacare, and Yahoo's email hack should be a wake-up call
But increase would be seven times higher if pegged to Consumer Price Index for the elderly.
Acquisition is fourth in RIA channel since last year and eighth overall in 2016.
Barbara Archer, founder of Archer Wealth Management, will be a managing director and partner.
CFO Paul Donofrio says the bank's decision "creates significant flexibility for our advisers, and we're delivering fiduciary, best-interest advice to clients.” <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-faq" target="_blank">A comprehensive, searchable database of advisers' fiduciary FAQs</a>)</i></b> .
Tech experts are showing, not just telling, advisers that they are vulnerable to online threats
First Heartland Capital broker Jerome Scott Krause liquidated some of their investments without consent
The broker wired funds to a business account to pay himself a higher salary, unearned commissions.
The Thrush Group will be the 10th transition to HighTower this year.
