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The bill was for 220 hours of attorney's work, which the judge called "excessive on its face" for a case that included no oral arguments.
July 13 -
Wealth management firms need to acquire their own robo platforms because digital startups represent a real threat with "a long runway for growth," the analyst says.
July 13 -
Mental ability for managing stress and success will make the difference.
July 12 -
The largest recruits managed more than $17 billion in client assets.
July 11 -
A new partnership between ex-wirehouse advisors and a retirement plan consultant will use "gratitude boards" to focus discussions on important issues in clients' lives.
July 11 -
Here is how to catch up to clients who may be well versed in socially responsible investing.
July 8 -
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Two advisers left Lebenthal Wealth Advisors to start their own practice approximately two years after they joined the firm.
July 7 -
Post-Brexit, many clients may want to sell, but others could see the volatility as a boon.
June 27 -
U.S. banks operating in the U.K. may have to deal with new sets of financial regulations — a process that will take time and create more uncertainty.
June 24









