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From the high price of gas to the size of his blue plate special, Roger Hewins sees worrying signs — and is prepping clients accordingly.

Roger Hewins is the president and founder of Team Hewins, an independent fee-only advisory firm focused on serving family wealth clients, with locations in California and Florida.

An emergency cease and desist order stopped the imposters in time.

Some clients may have to pay the money back if their jobs or salaries change.

Monica O'Reilly is a vice chair at Deloitte. She leads the organization’s U.S. financial services industry group.

Its parent seeks to support more holistic planning by combining it with two other subsidiaries.

The deal values the robo advisor at close to $966 million, according to people familiar with the matter.

Here's what you missed this week in wealth management.

The vision is to democratize “high-quality, personalized advice at scale, just as the independent advisor has disrupted wealth management,” the companies said in a statement.

Daniel Bryant is the President of Retirement and Private Wealth for Sheridan Road Financial, a division of HUB International.