$100M Suit Against Envestnet Heads to Jury Trial
By Melanie WaddellThe long-running suit alleges Envestnet and Yodlee misappropriated FinancialApps' proprietary software platform.
September 26, 2024
Fired BNY Advisor Claims Age DiscriminationThe advisor says a manager made ageist remarks and dismissed him despite his consistently strong performance.
September 26, 2024
New Bill Increases Social Security Death BenefitThe bill would adjust the lump-sum payment for the first time in 70 years.
September 26, 2024
Ex-Advisor Sues LPL, Citizens Bank & Trust Over Botched TransitionNathan Adams was punished for pursuing a job with LPL, which botched a background check, the complaint alleges.
September 26, 2024
Sen. Warren Lists 29 Life, Health and Annuity Sales IncentivesShe doesn't like the incentives, but you might.
September 26, 2024
Merrill's Former Top Strategist Says Today's Market Is No 1999Now 82 and running a hedge fund, Charles Clough explains what's in the firm's portfolio and what risks keep him up at night.
September 26, 2024
10 Family Office Trends in 2024Citi Private Bank posed 50 questions to family offices. Here are some insights that emerged.
September 26, 2024
Why Become a Financial Planner?The high pay "isn't one of the reasons I'm hearing," says professor Barry Mulholland.