YOUR BUSINESS

Wells Fargo CEO Abruptly Steps Down, Succumbing To Its Scandals

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Wells Fargo & Co. CEO Tim Sloan gave in to critics and abruptly stepped down Thursday.

Baby Boomers Control Most Of U.S. Wealth, Report Says

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But Gen Xers and millennials are starting to catch up as they enter their prime wealth accumulation years.

The 4 Words That Describe the ‘Real Value' Financial Advisors Deliver

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The real value that financial advisors deliver has morphed over time.

Texas Couple Advise Artists On The Art Of Finance

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This couple went from the performing arts to financial advice.

Fifty Women Say Salesforce Helped Traffickers Exploit Them

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They alleged the company knowingly supported a web portal used for human sex trafficking.

Home Is Where The Elderly Want To Be

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Long-term care insurance is back on the rise, report says.

FPA Launches Next Generation Publication

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The content of the new online publication will be geared to supporting new financial advisors.

Two More Parents Are Indicted In College Admissions Scandal

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A wealthy Boston-area couple are accused of helping their child cheat to gain admission to a U.S. college.

Citigroup Sued For Age Discrimination By 56-Year-Old U.K. Banker

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The banker was told that he was "old" and set in his ways.

Parents’ Long-Term Care Remains A Potential Liability For Children

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North Dakota recently amended a law requiring children to pay off parents' outstanding long-term care debt.

Avenatti, Back On Twitter, Denies Charges And Keeps After Nike

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The celebrity lawyer asserts that Nike is involved in the NCAA college basketball pay-for-play scandal.

JPMorgan's Clampdown On Data Puts Silicon Valley Apps On Alert

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A new privacy push imperils the API's many fintech applications rely on to function.

California Firm's Fraud Cost Clients $11 Million In Fee Overcharges, SEC Says

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Direct Lending Investments of Glendale, Calif., has been sued by the SEC for a fund fraud spanning three years.

Financial Advisors Say They're Feeling Stressed

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Advisors deal with more stress than the average U.S. worker, according to a new survey.

Merrill Lynch To Pay $8 Million For Allegedly Mishandling ADRs

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The firm improperly handled 40,000 transactions involving American depositary receipts, the SEC said.

How To Ask For Referrals The Right Way

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Referrals may be the most basic form of growth marketing, but they’re anything but simple.

RIAs Need Proactive Approach To Women Clients

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Women clients fall into different categories and should not be treated as one group, EY executive says.

UBS Spearheads $3 Million Campaign To Stop Human Sex Trafficking

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The prevention program targets schools in San Diego, where human sex trafficking is an $810 million industry.

Ocasio-Cortez's Campaign Finance Has Critics Crying Hypocrisy

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The Congresswoman may also have run afoul of campaign finance laws, according to conservative watchdogs.

Blucora, HD Vest Parent, Acquires 1st Global For $180 Million

by FA Staff

The transaction creates a dominant player in the IBD space for CPAs and other tax-focused advisors.