Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.
Donald Trump is building the wealthiest cabinet ever, equities exposure at a record high and employees are using stock purchase plans to boost their 401(k)s.
TD Ameritrade debuts a new website on the DOL fiduciary rule, financial planning for snowbirds and Trust Company of America introduces a new tax harvesting feature.
The trend of mutual funds investing in private companies is overstated, Fidelity Labs launches virtual reality for retirement plan participation and working Americans are lacking a financial plan.
Trump campaign manager Kellyanne Conway pinch hits for Priebus and Scaramucci, Luis Aguilar casts doubt on an SEC fiduciary standard, and fiduciary advocates get real on the DOL rule at the 2016 MarketCounsel Summit.
Several brokerages named top places to work for LGBTs, HighTower adds a team from UBS and W.R. Berkley launches insurance products for the high net worth.