Christopher C. Williams

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America Needs To Reinvent Itself, George Friedman Says

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The political scientist says the unique U.S. approach to crisis is being challenged once again.

Putnam Agrees To Buy New England Area Trust Company

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The acquisition of Darwin Trust will bring trust services to Putnam's wealth management platform, company officials said.

Companies Need To View Worker Benefits As An Investment, Nuveen Says

by FA Staff

A company study suggests that comprehensive benefits increase employee productivity.

Morgan Stanley Lawsuit Alleges Former Rep Is Stealing Clients

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The firm is seeking a temporary restraining order against a former rep at its Newport News, Va., office.

Wells Fargo Team With $425M AUM Goes Independent

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Blue Ocean Investment Group of Westlake, Ohio, is joining the bank's independent arm.

Altruist Offers Cash Account Product

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Altruist Cash allows advisors to offer clients an annual percentage yield of 5.10%, the custodian said.

Hightower Counters Ex-Advisor Lawsuit, Says He Stole Company Secrets, Misappropriated Funds

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Hightower says Lars Knudsen was violating his post-sale agreements and creating a hostile work environment.

Betterment Adds Mutual Funds To Custom Portfolios

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The company said thousands of funds have been added to its RIA platform.

Merit Buys $542M Viren In Washington State

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The Spokane, Wash.-based firm specializes in retirement plans, group employee benefits and life and disability insurance.

LPL Financial Sued For Raiding Advisory Firm

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A Kentucky firm said LPL, its former affiliate, tried to poach its advisors after a falling out.

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