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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.
Crypto-fund pioneer Bitwise Asset Management is tweaking its cryptocurrency index fund, adding weekly liquidity and cutting fees for $1 million and up accounts.