CFP Board encrypting digital certificates with blockchain technology
Encryption using blockchain technology coming later this year.
SEC charges cold-caller, his firm with defrauding investors who bought penny stock
Long Island-based group was being paid to promote the stock.
The 4 biggest risks for U.S. equity investors
Uncertain growth in the global economy tops the list; Turkey is at the bottom.
Rich Russians start family offices
There are about 100 single family offices and up to 20 multifamily offices in Russia.
Cerulli to take over MMI’s data platform
New effort will combine historical, current data.
Wells Fargo loses $161 million team to Ameriprise
John Burg and Tamara Colon of Temecula, Calif., join employee unit.
Plan sponsors shift focus away from costs
Fidelity survey shows they are more concerned with helping workers get ready for retirement.
Bigger isn’t always better when it comes to alternative investments
Why some institutional product sponsors have trouble navigating the retail alts market.
Are Roth conversions after 70½ advisable? 5 factors to consider
Future tax rates and when the money will be needed are among the things advisers should take into account.
Investors rekindle love affair with hedge funds
To get back into investors' good graces, funds have had to alter traits like their liquidity, fees — even their overall structure.