The Latest

Part of the problem stems from how slow regulators have been to define their views of virtual currencies.

Naomi Bowman is managing director at Berkeley Research Group.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

Nate Kelly is senior director and general manager of hospital operations for Cerner.

The advisor used about $410,000 to pay back investors in Ponzi-like fashion to keep the scheme alive, the regulator says.

The regional BD continues its recruiting spree, adding to the more than 400 advisors it’s already hired in the past year.

Jeremy Swan is the managing principal of the financial sponsors and financial services industry practice at CohnReznick.

Non-discretionary accounts may comprise the bulk of a client’s net worth, but are traditionally out of an advisor’s sphere of influence.

Richard Burns is president and CEO the NHP Foundation in New York.