DOL Fiduciary Rule Halted by Texas Court
By Melanie WaddellThe delay of the Sept. 23 effective date kicks off a "long litigation journey," an ERISA lawyer says.
July 25, 2024
Merrill Partners With Florida School to Reach Student-Athletes EarlyThe wealth management unit will provide educational sessions and self-study materials to students at IMG Academy.
July 25, 2024
UBS Grilled Over $350M Tax Evasion CaseA senator is looking into accounts held by a former military contractor who sold $7 billion of jet fuel to the U.S.
July 25, 2024
Raymond James Reports 27% Profit Growth, Weaker Cash Sweep Results"Recruiting activity remains strong," said CEO Paul Reilly, who plans to step down next year.
July 25, 2024
Client Sues Creative Planning for Missing Roth IRA ConversionThe retiree contends Creative Planning suggested annual Roth conversions, then failed to make one.
July 25, 2024
It's Time for a Reg BI Crackdown at SEC: Ex-CommissionerThe rule is falling short of its goal and Form CRS is "bad," former SEC Commissioner Robert Jackson says.
July 25, 2024
Brighthouse Asks Court for Help With Annuity Tied to Murder CaseProsecutors have charged the beneficiary with providing the gun the owner used to kill herself.
July 24, 2024
As Retirement Approaches, Gen X Workers Are WorriedMore are reporting that they have pushed back the date they plan leave the workforce.