Ex-Advisor Sentenced to 20 Years in Prison for $94M Ponzi Scheme
By Dinah Wisenberg BrinAbout 25 Venezuelans applauded as a court official handcuffed Andrew Jacobus and escorted him away, the Miami Herald reported.
February 03, 2026
Where Annuities Fit When You're Selling Up and Selling DownFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
February 02, 2026
Schwab Announces Leadership Moves, New Wealth Advisory Services GroupNeesha Hathi will lead a newly created Wealth Advisory and Banking Services organization.
February 02, 2026
Ameriprise Sees a 'Competitive' Advisor Recruitment MarketLife and annuity sales rose 6%.
February 02, 2026
DOGE Social Security Data Breach Puts Retirees at RiskNew court papers released by DOJ may be the tip of the iceberg, lawmakers and advocates say.
February 02, 2026
FINRA Fines BD $750K Over TextingBenjamin Edwards didn't supervise employees' messaging nor preserve and review reps' business-related texts, the order states.
February 02, 2026
Citi Sues Former Exec, Denying Harassment ClaimJulia Carreon "fabricated" claims of harassment by wealth head Andy Sieg to avoid arbitration, the bank alleges.
February 02, 2026
Envestnet Names First Chief Growth Officer Amid 'Strategic Evolution'Jonathan Linstra joins the wealth management technology giant from Morningstar.