Capital One Refunds Customers for Late Fees Related to Outage
By Dinah Wisenberg BrinCustomers with charges from outside businesses due to missing direct deposits should get in touch, the bank says.
January 21, 2025
LPL Launches Digital Marketing PlatformAdvisors who beta tested the new marketing solutions grew assets 39% faster, according to the firm.
January 21, 2025
SEC Launches Crypto Task ForceThe group will be led by Commissioner Hester Peirce, nicknamed “Crypto Mom” by the industry.
January 21, 2025
Stocks Buoyed by Trump’s AI Plans, Tariff UpdatesStocks climbed Tuesday on growing speculation that his policies will further boost Corporate America.
January 21, 2025
Too Many Hats? Advisors Best Serve by Doing 'What They're Best at'Younger advisors are figuring this out early and leaning into outsourcing, says Shannon Spotswood of RFG Advisory.
January 21, 2025
Envestnet, Newly Private, Appoints Chris Todd as CEOThe firm’s new leader joins from Ultimate Kronos Group, an international software provider.
January 21, 2025
Digital Assets, Taxes, Regulatory Pause Top New Year Focus: SIFMAThe group will advocate for maintaining tax-exempt status for municipal securities, according to CEO Ken Bentsen.
January 21, 2025
7 Need-to-Know Details About Tax-Exempt GiftingThere’s a lot more to consider in 2025 than the $19,000 per-beneficiary limit on such gifts.