Women Inactive in Household Finances Face Post-Divorce Hurdles
By Michael S. FischerNearly all women who worked with an advisor experienced improved confidence after their divorce, BMO Wealth Management research finds.
October 22, 2025
FINRA Suspends Ex-Fidelity Rep Over Social Media PostsKevin Jenkins ran a company that posted unapproved finance-related content, according to FINRA.
October 22, 2025
Carson's Detrick: Bull Market Could Run Years LongerThe market strategist said he was confident of a "good-sized" rally in the fourth quarter.
October 22, 2025
Investment Firm Acquires LifeSecure From Michigan BlueLifeSecure has been known for selling long-term care insurance at the worksite.
October 22, 2025
FPA Names New CEODennis Moore has been chief operating officer and interim CEO since February.
October 21, 2025
Senate Passes Bill to Help Taxpayers Fix ErrorsThe IRS MATH Act would simplify notices informing taxpayers of mistakes on their tax filings.
October 21, 2025
Are Your Clients 'Soft Switching' to a New Investment Account?Investment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 21, 2025
FP Alpha Launches NextGen Tax Insights ServiceCEO Andrew Altfest says the tax return analysis tool is built with "AI you can trust."