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Rushed tax reform would cause more harm than a delay

Perhaps if the time allotted is expanded, cooler heads will prevail.

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T. Rowe Price’s Rob Sharps talks about investing for growth

T. Rowe’s largest holdings in U.S. stocks are Amazon, Google, Apple, Microsoft and Facebook

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SEC charges adviser with stealing $9 million intended for charity

John Rogicki, also his firm’s chief compliance officer, is the second person at New York-based Train Babcock Advisors to face fraud-related charges.

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Innovations from Samsung, Venmo Make Small Business Headlines

Check out the companies making headlines for small businesses this week in our news and information roundup.

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LPL retains $570 million with super-OSJ deal

Kansas-based nVision Wealth will come under supervision of Chicago-based IHT Wealth Management.

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EquBot launching first ever ETF to use artificial intelligence

The program will parse regulatory filings and more than a million news stories to establish a portfolio of 30 to 70 stocks.

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InvestmentNews names winners of its 2017 Best Practices Awards

Fifth annual awards contest recognizes firms for excellence in practice management, technology.

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TD Ameritrade to bolster lineup of commission-free ETFs

TD Ameritrade has expanded its commission-free exchange-traded funds platform to 296 from 100, effective Oct. 17.

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Advice firms need to invest in training and staff development

With most firms operating at or near capacity, firms need to step up their hiring and concentrate on building a workforce for the future.

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Employee retention linked to career paths and training

Half of advice firms have no formal guidance for client service.

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