Capital Group Expands Small-Business Retirement Plan Services
By John ManganaroThe solution helps financial advisors reach small-business owners and increases retirement account access for their employees.
January 27, 2025
UBS Axes Hundreds of Jobs as Integration Gathers PaceThe firm has begun job cuts in Switzerland and is getting rid of the Credit Suisse brand.
January 27, 2025
Citi Reworks Its Private Bank as Head Leaves Firm After 18 YearsWith Ida Liu's departure, the unit's four regional heads will report to Andy Sieg, head of Citi's wealth business.
January 27, 2025
Tech Giants Get Reality Check as China AI Startup Upends StocksChina's DeepSeek is challenging the investment case that rewarded the biggest players with rich valuations.
January 27, 2025
Social Security Fairness Act Benefit Increases Could Take a Year: SSABudget and staffing constraints will slow the implementation of the new law, the Social Security Administration says.
January 27, 2025
Appeals Court Sides With Equitable in NY Universal Life CaseSurrendering a policy affects whether the owner can collect damages, the top New York court says.
January 24, 2025
Judge Dismisses Hollywood Managers’ Suit Against Goldman, Focus FinancialThe managers claimed Goldman misled them about Focus’ $7 billion acquisition, spoiling their own efforts to be acquired.
January 24, 2025
Janney Montgomery Scott Names New CEOTony Miller will also keep his current role as president, a position he has held since 2023.