SEC Closes LPL Cash Sweep Probe
By Dinah Wisenberg BrinThe firm still faces class action lawsuits over low rates paid on cash and says it will defend itself.
February 24, 2026
Annuity Issuer Backs Away From Multi-Year Guaranteed Annuity FrayF&G Annuities & Life executives think returns on indexed annuities look better.
February 24, 2026
U.S. Weighs Bank Citizenship-Data Requirements: ReportsThe order, reported by the Wall Street Journal and Semafor, could apply to new clients as well as existing account holders.
February 24, 2026
WisdomTree Gets SEC Nod for Tokenized Money Fund to Trade 24/7The approval could have major implications for the plumbing of cash management, the asset manager says.
February 24, 2026
S&P 500 Rebounds as Anthropic Update Tempers AI AngstThe shift comes a day after the artificial-intelligence "scare trade" pummeled financial and software firms.
February 24, 2026
The Hottest RIA Deals Aren't About AUM: FidelityFirms are expanding by adding capabilities rather than simply acquiring client assets, the financial services giant reports.
February 24, 2026
Orion Expands AI Work With AnthropicThe news comes as Orion kicks off its Ascent 2026 conference in San Diego for some 2,000 attendees.
February 24, 2026
12 States With the Highest Household Net WorthThe median net worth across the U.S. ranges from $62,500 to nearly $700,000, new data shows.