| | July 8, 2016 | Jerry Gleeson  Vendors are lining up solutions for advisors. But solving the regulatory riddle won’t be as simple as flipping a switch. FULL ARTICLE |
| Lynnley Browning and Kartikay Mehrotra | Bloomberg  Federal tax officials have sought a court order demanding internal corporate records related to one of Facebook Inc.’s offshore tax strategies. FULL ARTICLE |
|  The Baltimore firm is the latest asset manager to get into the online advice game with its majority investment in online financial advice firm Financial Guard. FULL ARTICLE |
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