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Robo Acorns said to seek funding at $700 million valuation
BlackRock and PayPal are among the company's existing investors
Investors sour on market strewn with bombs
Whether it's crude oil, General Electric, bitcoin or bonds, things keep blowing up
HUB International in talks to buy Sheridan Road, a $14 billion hybrid retirement plan group
The acquisition would be the biggest yet for Hub, a new aggregator in the retirement-plan advice market.
Last-Minute Retirement Moves: 2018 Strategies
Complete rollovers, take care of qualified charitable distributions and be sure all funds related to a lump-sum distribution have been withdrawn.
From upstream to mainstream: ESG at a tipping point
ESG Investing Has Reached Critical Mass
Mega-multifamily offices Glenmede and London-based Stonehage Fleming tie the knot
Transatlantic deal will benefit rich U.S. clients with multijurisdictional relationships.
Apple stock plunge sends shudder through rest of U.S. economy
Abysmal seven-day stretch for iPhone-maker further dragged by earnings speculation analysts say is too optimistic
Vanguard suffers consumer-satisfaction decline
Website glitches and poor customer service pull the mutual fund firm down from first place in an American Customer Satisfaction Index report.
Barry Ritholtz defends Wall Street, warts and all
The founder of Ritholtz Wealth Management dares to argue for the additive value of the financial system.
SEC commissioner warns about use of leverage in ETFs
Products that employ derivatives to boost their returns threaten the reputation of the ETF market, says Robert Jackson.
InvestmentNews turns 20: A young industry evolves, as does our coverage
A look back at 20 events that rocked financial advisers and their clients, and helped shape our profession.
Wells Fargo combines private bank, ultra-high-net-worth units
Move comes as the bank aims to cut costs by $4 billion
DOL proposes rule to reduce leakage in 401(k) plans
Proposal promotes 'auto-portability' as a way to reconnect plan participants with retirement savings they've left behind.
JPMorgan, Carlyle are latest Wall Street firms to back iCapital
Both already use iCapital's technology to offer alternative investments like hedge funds and private equity to high-net-worth investors.
Ohio National sued by broker-dealer Veritas over annuity trail commissions
The lawsuit comes days after an LPL broker filed a similar legal complaint.
Art wealth management course comes with CE credits from CFP Board
The program is an introduction to the art market from an investment perspective.
Millennials are a growth engine for 401(k) advisers
Business owners who are millennials are more likely to offer retirement benefits to their employees
Wells Fargo boosts its count of improper foreclosures
The bank has also suspended fees on some wealth management assets and accounts after finding it charged some clients incorrectly
Don’t bet on a post-midterm market rally
Trade tensions and the prospect of the U.S. economy overheating could limit any upside in stocks.
Citizens Financial acquires $7.5 billion Clarfeld Financial
The deal will integrate Citizens Bank Private Wealth Management into Clarfeld.
