JPMorgan Agrees to Biggest-Ever Settlement in Anti-Dad Bias Case
By Josh EidelsonA warning for companies that fathers can be primary caregivers, too.
May 30, 2019
Raymond James, Kestra Add Breakaway Teams: Recruiting RoundupMeanwhile, LPL Financial picks up a veteran advisor in Orlando with $275 million, and Bernstein Private Wealth recruits a new advisor in Nashville.
May 29, 2019
Mental Health App Startup Raises $50 MillionA unit of UnitedHealth has agreed to offer the app to 2 million health plan enrollees.
May 29, 2019
The Retirement Bills Should Be Good for Retail Advisors: Phil WaldeckThe Prudential executive said he hopes agents will encourage their legislators to support both the SECURE Act bill and the RESA bill.
May 29, 2019
Citi, JPMorgan Warn of Q2 SlumpJamie Dimon said his firm's trading revenue fell 4% to 5% during the first two months of the second quarter.
May 29, 2019
Direct-Sold 529 Plans Coming to Advisor Market: MorningstarThese plans, which have lower fees than advisor-sold 529 plans, are becoming more available as advisors shift away from commissions.
May 29, 2019
Medicare Lets Agents Market PACE Home Care PlansA PACE program provides soup-to-nuts care for people who already qualify for nursing home care.
May 29, 2019
SEC Advisor Fraud Charge Shows Hazards of 'Dual-Hat' CCOsThe dual-hat CCO "usually does not have the time, expertise or interest to do the job properly," according to Cipperman Compliance Services.