Vanilla Estate Planning Platform Wins Backing From Edward Jones
By John ManganaroVanilla aims to use the funding to expand its platform, including embedded AI capabilities.
August 14, 2024
Life and Annuity Distributor Starts Agent Rights PetitionBrett Blake says some agents feel as if they're being held hostage by their IMOs and FMOs.
August 14, 2024
UBS Profit Beats Estimates in Boost to Ermotti's Buyback PlansInvestment banking revenue and progress in integrating Credit Suisse offset a miss in wealth management.
August 14, 2024
$630M Advisor Team Joins Commonwealth From OsaicKrueger Financial Services has three advisors and is based in Tempe, Arizona.
August 14, 2024
Social Security COLA Estimate for 2025 Drops to 2.6% as Inflation FallsIn July, the lowest 12-month inflation since 2021 pushed down the projected retirement benefit increase for next year.
August 13, 2024
Fed's Bostic Says More Data Needed, Rate Cut Likely by Year-EndThe Atlanta Fed president wants to be sure the central bank won't have to change course once cuts begin.
August 13, 2024
Goldman, JPMorgan Say Markets Pricing in Higher Recession OddsEquity and bond markets are assigning a 41% probability to a U.S. recession, according to Goldman.
August 13, 2024
Cadaret Grant to Pay $6M Over Mutual Fund Revenue-Sharing ConflictsThe firm must evaluate whether clients should be moved to an available lower-cost share class or fund.