JPMorgan’s Jenn Piepszak Named COO With Pinto to Retire in 2026
By Hannah LevittThe biggest U.S. bank is shuffling its top management for the second time in a year.
January 15, 2025
When You Volunteer, Do People Know You're an Agent?Helping your community can raise your own visibility.
January 14, 2025
SEC Releases FAQ on Controversial Fund Names RuleThe updated guidance may help to resolve some questions raised by the amended rule, ICI says.
January 14, 2025
Buffer ETFs vs. Annuities: Which Are Better for Retirement Income?These defined outcome ETFs pair some annuity-like benefits with greater flexibility.
January 14, 2025
Prudential Joins Effort to Sell New Way to Tap Retirement AssetsThe company is teaming up with FIDx and DFA to create an "insurance overlay" for the assets clients already have.
January 14, 2025
FP Alpha Releases Standalone Tax ServiceThe offering helps advisors optimize charitable giving, Roth conversions and other tax strategies.
January 14, 2025
Ex-Intern Waged Smear Campaign Against Raymond James, Suit AllegesPhony email campaigns suggested two employees were convicted rapists with neo-Nazi ties, the firm's defamation suit says.
January 14, 2025
Advisor360 Acquires Generative AI Tech DeveloperThe acquisition of Boston-based Parrot AI enables advisors to record, transcribe and summarize meetings.