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Westwood Holdings' Beth Obear, senior vice president and head of human capital, and COO Fabian Gomez.

How a wealth management firm uses a cloud service and digital conferencing to keep its remote staff engaged and productive

Westwood Holdings executives say their new systems have helped bring teams together and fostered an inclusive office culture.
Business Insider is taking you inside the way firms across the industry are drawing in and training up the next generation of advisers.

Wealth managers are racing to lock down next-gen financial advisers as they prepare for a wave of retirements. Here are their playbooks for recruiting...

Business Insider is taking you inside how firms across the industry are drawing in and training up the next generation of advisers.
U.S. Marshals stand in front of the Southern District of New York federal courthouse after bail hearing in Jeffrey Epstein's sex trafficking case in New York City, New York, U.S.

A New York wealth manager who overcharged hundreds of clients will reportedly plead guilty

The Securities and Exchange Commission claims Richard Diver overcharged more than 300 clients by $750,000.

Morgan Stanley says these 10 geopolitical risks are looming over markets in 2020 — and keeping their strategists up at night

These new and continuing geopolitical risks are "keeping us awake," wrote a group of strategists at Morgan Stanley.
Wells Fargo is the latest firm to axe online trading commissions.

Wells Fargo just eliminated online commissions. Here’s everything we know about brokerages’ latest moves in the race to zero.

The business of investing and trading online is undergoing an industry-wide shift, with many big brokerages cutting their commissions to zero.

A majority of the world’s richest investors expect a ‘significant’ stock sell-off in 2020, UBS survey finds

UBS assessed 3,400 investors with more than $1 million in assets, finding that most see more volatility and that the US-China trade war is a concern.
Chemdawg marijuana plants grow at a facility in Smiths Falls, Ontario, Canada October 29, 2019.

CULTIVATED: Wealth managers open up to cannabis stocks, top 25 cannabis startups, and more.

In this edition, we got the scoop on how the largest US wealth managers are opening their doors to cannabis stocks, and more.

Wealth management isn’t aging well, more WeWork drama, and a private meeting with Elon Musk

The top business stories this week: Wealth management isn't aging well, WeWork drama, and a private meeting with Elon Musk
A customer enters the E*Trade offices in New York.

E-Trade and 3 other big brokers have axed the fees completely in the past week. Here’s how Fidelity responded when we asked about online commiss...

E-Trade's move comes one day after rivals Charles Schwab and TD Ameritrade said they would eliminate commissions on US-listed trades. Analysts have been speculating Fidelity is next.
Goal celebration.

Meet the finance guru who tells millionaire athletes how to invest — and not squander — their money

Athletes want familiarity — big-name brand stocks like Coca-Cola and Disney. "Significant dividend" income is also a key metric, says this adviser.