Regulatory & Compliance

FA Adam Belardino of the Maddox Group is accused of embezzling more than $313,000 from Damian Williams, a 64-year old client. So reports Patch.

Saturday, 30 April 2022
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Markets & Investments

Many financial advisors have kept crypto at arm’s length, but investor demand may push reluctant FAs to work with the assets, according to a new Cerulli report. So reports CNBC.

Monday, 18 April 2022
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Most Americans say they’re still optimistic about retirement, but inflation is worrying to many, especially those who aren’t as prepared, according to EBRI. So reports CNBC.

Saturday, 30 April 2022
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Technology & Communications

UBS is acquiring robo-advisor Wealthfront for $1.4 billion. The all-cash deal is being made to help UBS accelerate growth in the U.S. and make inroads with the next generation of affluent investors. So reports Bankrate.

Tuesday, 01 February 2022
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