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Women still only account for 23 percent of CFPs, Michigan financial advisor is arraigned on embezzlement charges, and Moss Adams merges with Hein & Associates.
Financial advisors need to do more to protect elderly clients, active beats passive (this year, at least) and Cal State Fullerton celebrates its TD Ameritrade nextgen grant.
Roosevelt fellow J.W. Mason contradicts the belief that the economy has recovered, Louise Linton goes off on Instagram, and advisory firms can learn how to stay on top from HBO.