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Elizabeth Warren wants the Federal Reserve to break up Wells Fargo. That is sort of funny and silly in equal measures.

The pandemic is changing the game for performance management. It's time to evolve the financial services model.

Cresset added five more advisors to the previous 10 that the megabank claims a founding partner recruited in violation of the terms of his resignation.

Plaintiffs claim the firm’s high cash allocations juiced revenue for Schwab at the expense of client performance.

Kuttin Wealth Management is four years into an ambitious strategy to build offices nationwide using the model of its founder’s practice.

Elizabeth Warren asked the Federal Reserve this week to force the spinoff of the bank’s nonbanking operations. Wells, which was recently hit with another $250 million fine, countered that it has made significant progress in improving its risk management and addressing misconduct.

NYSE has partnered with Intrinsic Exchange Group to create Natural Asset Companies, which hold the rights to “ecosystem services” provided by corporations such as biodiversity and clean water.

The effort to appeal to centrist Democrats fails to take into account gaping loopholes lawmakers must close if they plan to fund an ambitious spending proposal.

While Biden isn’t getting some of his proposed tax increases on the wealthy, some surprising new hikes may be in the works.

The brokerage will allow customers to buy and sell Bitcoin, Ethereum, Litecoin and Bitcoin Cash.

The bipartisan infrastructure bill includes requirements for brokers to report their customers’ cryptocurrency gains to the Internal Revenue Service, but exactly what constitutes a broker is stirring controversy.

MML Investors Services allegedly breached its fiduciary duty in the same way that the regulator has alleged that more than 100 other firms have in recent years.

The acquisition will solve a father-son enterprise’s succession and help it continue to grow, Carroll Financial CEO Kristopher Carroll said.

The company is looking to increase its workforce in response to the interest in cryptocurrencies.

Digital technologies are transforming the delivery of financial services and reshaping consumer expectations. At the heart of change is the speed of money movement, which now represents the future — success for those who deliver, challenges for those who don't.

Former consultant Sloane Ortel got the idea for the SRI startup from being a member of a food co-op in Brooklyn, New York.

The new platform aims to be a place for advisors to access a digital marketplace of insurance and structured products.

Debating the pros and cons of the CFA vs an MBA.

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

The Miami group is managed by Regional Executive Eric Termini and is part of Alex. Brown’s Atlantic region, which is led by Regional Director Brett Kellam.