The markets are kinder to new Democratic presidents than Republican presidents, Kestra Financial recruits two wirehouse teams and Envestnet Tamarac boosts its Veo integration.
Former financial advisor steals $5 million from Alanis Morissette, millennials parents get financial help from their parents and the grades are in on client websites and apps.
Insurance policies the ultra rich should look into, Advisor Group names a new head of acquisitions and Janney partners with Advicent for DOL compliance.
New year forecasts are always bullish, and often wrong; TD Ameritrade launches new ad campaign; and grandparents spend $2,300 each year on their grandkids.
Some say millennials need to be saving more for retirement, Focus Financial adds Crestwood Advisors and Citizens Bank hires Patrick Jancsy to lead its private wealth group.
Robo newcomers bring little innovation, the Fed releases research on education and stock market participation, and Shannon Pike is named 2017 FPA president.
