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It’s not conflicts of interest that push clients into high-cost, high-turnover investments, their advisors invest exactly the same way, according to a survey of 4,000 advisors and 500,000 clients.
New book aims to help millennials save for retirement, survey ranks financial advisors by client satisfaction and Athena Capital Advisors opens a new San Francisco office.
While the regulator expects to fall far short of its goal of increasing exams by 5 percent in fiscal year 2018, it will boost its exam funding by nearly $20 million in fiscal year 2019.
The annual tsunami of prognostications on how the stock market and the economy will perform in 2018 was beginning to slow. Then the stock market had a major hiccup and the punditry scrambled back to its soap boxes to give us another dose.