Both bank and Merrill Lynch clients will now see a view of all their accounts, including investment and retirement, on the mobile app.
The Form CRS was intended to provide clients with a streamlined and transparent disclosure. But a new 'Wall Street Journal' investigation found that 1,300 firms failed to disclose the misdeeds of their advisors.
LPL adds Summit Wealth Advisors, a Pittsburgh.-based team managing about $140 million in client assets, after 20 years with Lincoln Financial Securities.
The former NBA player opens up about how his financial advisor helped him get past his gambling problem and divest 16 cars.
A federal judge dismissed two counts related to copyright infringement but case will continue on other claims.
A new California bill would protect college savings in its ScholarShare 529 program from creditors.
A U.S. District Court judge sentenced Sean Donald Premock to 10 years in prison for defrauding his elderly and family member clients out of their life savings.
The program includes dozens of third-party tools available to the firm's advisors at discounted prices.
