Wealth Management industry news covering the financial markets, trends and wealth professionals.
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Taylor Royal is running for Nebraska State Treasurer, change in the markets could hurt asset managers and StratiFi Technologies raises $7 million in funding.
Daniel Marques claims his application to work in the bank's wealth management division was denied after he told a vice president he'd be required to renew his work authorization under DACA.
A Houston financial advisor is accused of defrauding Robert Meachem, moving can boost financial freedom and Raymond James named Jodi Perry to national director position.
Wealthfront opens its college planning tool to all users, Acorns launches its retirement tool and the SEC builds an online tool to find troubled brokers.