Ben Mattlin

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Merrill Lynch Sued By Former Advisor For Alleged Gender Discrimination

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The woman accused a male supervisor of "actively sabotaging" her career.

How Big A Gamble Is Monte Carlo For Advisors?

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The popular simulation has its pros and cons, experts say.

Creative Planning Sued By Advisors Over Non-Compete Clauses

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Four former employees, including two advisors, allege the clauses are illegal in California.

Minorities Less Likely To Have An Estate Plan, Boston College Study Says

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The estate planning gap is a significant contributor to wealth disparity, researchers said.

Married … With Finances

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Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?

Ex-Morgan Stanley Exec Sues Firm, Claims He Was Fired Because He's White

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A former managing director has filed a lawsuit against the bank alleging reverse discrimination.

A Way To Make Annuities Easier For Advisors Is On The Horizon, Industry Officials Say

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The tools will help advisors include annuities in their financial planning, says the Insured Retirement Institute.

95% Of Advisors Plan To Maintain Or Increase Alt Investments, iCapital Survey Says

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Half of those surveyed reported that client interest in alts had increased over the past two years

How Much Insurance Do Your Clients Really Need?

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A key question is, how much can your client afford to lose if disaster strikes?

Comerica Snags 11-Member SoCal Team From Union Bank

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The team manages some $3 billion in assets, Comerica said.

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