Edelman Financial Engines Hit With Data Breach
By Melanie WaddellOn Jan. 7, an unauthorized third party accessed some of its clients' information, according to the Maine attorney general.
February 04, 2026
Prudential Sells More Fixed Annuities, Fewer RILAsCEO Andrew Sullivan told analysts the company has been working to stand out from the competition.
February 04, 2026
3 Keys to Courting CPAs, Attorneys to Boost ReferralsFinancial advisors get about 14% of new clients from referrals by other professionals, Cerulli finds.
February 04, 2026
Aon Agrees to $15M Settlement With Pennsylvania TeachersCalculation errors and bad advice caused the teachers to make millions of dollars in extra pension contributions, a suit alleged.
February 04, 2026
TaxStatus' Jump Integration Links IRS-Verified Data to Planning PlatformThe partnership reflects growing demand in the advisor space for verified financials and AI-powered planning.
February 04, 2026
Vanguard Brings Back Outsourced Back-Office JobsVanguard is transitioning some client services functions back from an Infosys business.
February 04, 2026
Senators Slam UBS for Obstructing Nazi Accounts Probe"UBS's conduct is absurd and a historic shame," Judiciary Committee Chairman Chuck Grassley said.
February 04, 2026
UBS Profit Beat Overshadowed by Worries Over U.S. Wealth OutflowsPay changes helped spur about 200 advisors to leave, taking client funds with them.