Wells Fargo Adds Alternatives to Personalized UMAs
By Dinah Wisenberg BrinThe move allows clients to hold traditional and alternative investments in one account, the bank says.
August 29, 2025
California Wealth Planning Execs Die in Plane CrashMark and Vickie Spelts of Chico perished Wednesday near Kansas City.
August 29, 2025
SEC Bars Advisor Over Cherry-Picking SchemeBurleson disproportionately allocated profitable option trades to his personal account and unprofitable ones to his clients’ accounts.
August 29, 2025
Top Annuity Seller Wins Cybersquatting CaseThe other organization using a similar trademarked name runs a mobile crypto mining app.
August 28, 2025
Client Sues Advisor, MassMutual Over Premium-Financed Life StrategyThe plaintiff says the advisor should have used a 1035 exchange to get him a better deal.
August 28, 2025
7 Tricky Social Security Tax Rules to KnowUp to 85% of clients' benefits may be subject to federal income tax if their combined income exceeds certain thresholds.
August 28, 2025
Ryan Detrick: Powell Rally Could Signal Strong Stock PerformanceThe surge was a rare event in which 90% of NYSE stocks and volume moved higher, the strategist notes.
August 28, 2025
Record Attendance Expected at 2025 Future Proof FestivalMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.