Lawsuit Accuses Stifel of Mismanaging Its Employees' 401(k)
By Dinah Wisenberg BrinThe suit contends Stifel kept two poorly performing funds in the plan for over a decade.
February 20, 2026
Fidelity to Pay Nearly $1.3M in Damages Over Structured ProductsClients said the firm committed breach of contract and fiduciary duty in connection with their investments.
February 20, 2026
Trump Questions Swamp Morgan Stanley Muni WebinarFinancial advisors clamored for a chance to ask what his agenda means for municipal budgets — and the bonds tied to them.
February 20, 2026
Apollo Seeks to Reassure Clients About CEO's Epstein TiesMarc Rowan arranged to meet him multiple times, including at least two gatherings in 2016, the latest documents show.
February 20, 2026
SEC Updates FAQ on Controversial Fund Names RuleThe new FAQ signals a looser interpretation of the rule.
February 20, 2026
Trump's Global Tariffs Struck Down by Supreme CourtVoting 6-3, the court said he exceeded his authority by invoking an emergency powers law to impose "reciprocal" tariffs.
February 19, 2026
Jackson Closes on Source of Fixed Annuity FuelThe company is happy to sell nervous retirement savers products that provide account value guarantees.
February 19, 2026
How Working in Retirement Affects Social Security, MedicareWhile the benefits of continuing to work often outweigh any resulting financial complications, prepare clients for these issues.