Dave Ramsey's Take on Long-Term Care Planning Is Wrong
By Kevin SynpniewskiAn LTC market veteran warns that one risk for clients is the risk of becoming a bad risk early.
December 15, 2025
Chip Stocks Meet Harvard's Criteria for a BubbleOf 29 firms in the S&P 500 that match the definition of a bubble, 18 are in the AI industry.
December 15, 2025
How Social Media’s Influence on Investing Is Evolving: FINRAIt provides opportunities for member firms to engage with clients and gain market insights from data, a study finds.
December 15, 2025
Schwab Updates Retail Platform Tools, Beefs Up Branch RolesSchwab announced new platform features for retail clients and new staff roles to support them in its branches.
December 15, 2025
FINRA Fines Ex-Raymond James Rep for Taking, Altering Client InfoThe rep changed client contact information in Raymond James' system before leaving for Piper Sandler, FINRA states.
December 15, 2025
Focus Financial Names New CEOPresident Adam Birenbaum will take on the role when Michael Nathanson steps down Feb. 1.
December 15, 2025
This Is a Terrible Reason to Avoid Stocks, According to Josh BrownThe idea that the Magnificent Seven stocks are holding up the market is false, the Ritholtz Wealth CEO writes.
December 15, 2025
Schwab Accuses RIA of Using Trade Secrets to Divert Over $85M in AssetsA former Schwab consultant improperly contacted clients for his new employer, according to a lawsuit.