Ten things clients need to know about the coveted scholarships.

Chad Boeding is opening Epiq Capital Group, which will cater to the same kind of ultra-wealthy clientele as his previous firm, Iconiq Capital.

Judge denies collector Hubert Neumann’s attempt to block Sotheby’s planned sale of the artwork.

What steps can be taken to mitigate the risk?

Financial advisors are frustrated with annuities’ cookie-cutter approach, E-Trade’s custody platform TCA adds money managers to its exchange and MyVest “modularizes” its Portfolio Management Suite.

Advisors who embrace this shift can deepen their relationships with entire client families.

DIY investing may help clients bridge the retirement gap by reducing portfolio management costs, but it can result in other gaps opening wider.