Man Who Bought Hundreds of Snowmobiles With Ponzi Funds Sentenced to 8 Years
By Dinah Wisenberg BrinStanley Pophal of Wausau, Wisconsin, ran a $14.25 million scheme that funded his lavish lifestyle, prosecutors say.
September 10, 2026
PRO
Is a Social Security Lump Sum Right for Your Client?A big check now can come with reduced benefits later. But in certain client situations, there's no downside.
September 09, 2026
The Wealth Transfer Is a Retention Event You're Already LosingGetting ahead of the trillions set to be passed down is more than a balance sheet to-do item.
September 09, 2026
How Annuities Can Help Solve the RMD ProblemGuaranteed income streams can satisfy some or, in the right situation, all of a client's distribution requirement.
September 09, 2026
Equitable CFO Backs Open Curtains for Annuity IssuersRobin Raju wants an insurer's local regulators to have information about its offshore reinsurance arrangements.
September 09, 2026
Best and Worst Retirement Plan Websites and Apps: JD Power, 2026Investors are more likely to roll assets into a plan when they are happy with the digital experience, a survey of 6,634 participants found.
September 09, 2026
Envestnet to Buy VestmarkWhile Envestnet has focused on indie BDs and RIAs, Vestmark is geared to wirehouses and others with institutional-grade trading operations.
September 09, 2026
Do Your Clients Know the New Charitable Deduction Rules?The OBBBA made substantial changes to how American taxpayers deduct contributions to charities.