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Top News In Advisor And Core Today - Breaking & Trending Today

Ex-Morgan Stanley Advisor Defrauded His Own Mother, Feds Say

Douglas McElvey pleaded guilty Wednesday to money laundering charges in federal court in Plano, Texas. ....

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Charles Schwab Cash Sorting Woes May Linger Into 2024: BofA Analysts

History suggests Schwab’s cash sorting woes should abate, but this time could be different, caution Bank of America analysts. Here’s why. ....

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House Passes Bill to Create Accredited Investor Exam

The House has passed a bill that would allow the Securities and Exchange Commission to create a test to enable less affluent investors to qualify for private investments. Advisors think it s a bad idea. ....

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Why Franklin Templeton Is Buying Putnam Investments

The fund giant will acquire a smaller competitor with $136 billion in assets. It will also receive a substantial minority investment from Great-West Lifeco, Putnam’s parent. ....

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Financial Advisors Share Their Best Time-Saving Hacks

Digital notebooks, client segmenting, and automated scheduling are among the ways that financial advisors are freeing up more time to spend with clients or develop new business. ....

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