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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Retirement

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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