Former Edward Jones advisor sues over fake Craigslist ads, relying on backtested data can be dangerous, and Envestnet-PMC offering long/short equity strategies.

In a letter to an insurance company suing the department, it said the clause “will likely be mooted in the near future.”

A report from the World Economic Forum predicts three possible scenarios for advisors.

Jeffrey Sherman, Gundlach’s No. 2, is the front man for DoubleLine’s biggest equity fund, its top asset gatherer of late.

Women still only account for 23 percent of CFPs, Michigan financial advisor is arraigned on embezzlement charges, and Moss Adams merges with Hein & Associates.

Each layer in the business charges a fee, eating into investment returns.

Financial advisors need to do more to protect elderly clients, active beats passive (this year, at least) and Cal State Fullerton celebrates its TD Ameritrade nextgen grant.

Ally Invest detected a drop in client logins and trade activity during the total solar eclipse.

How to avoid missing the boat on what may be turning into a buyer’s market.