DPL Launches Annuity Exchange Tool for Fee-Based RIAs
By Melanie WaddellAnnuity Review is intended to help advisory firms swap "legacy" annuities for fee-based products when appropriate.
March 12, 2026
Ex-Advisor Accused of Racism in TikTok Video Must Pay LPL Over $820KEileen Cure had sued the BD for $95 million after it ended an affiliation with her.
March 12, 2026
Tech Giants Hover on Cusp of a Correction as War Heats UpA gauge of the Magnificent Seven — which includes Nvidia and Apple — is down nearly 10% from its October peak.
March 12, 2026
'Buffer' ETFs Prove a Decent Bond Alternative in War-Hit MarketsThe FT Vest Laddered Buffer ETF, for instance, is down 1.4% in March vs. a 2.7% slide in the S&P 500 Index.
March 12, 2026
Social Security Probes New Claim of DOGE Data BreachA whistleblower has accused a former DOGE employee of illegally copying two SSA databases, The Washington Post reported.
March 12, 2026
Duran's Rise Takes Stake in Dynasty-Supported RIARIA Cyndeo Wealth Partners is based in Florida and works with about $3.1 billion in client assets.
March 12, 2026
Schwab CEO Says Markets-Savvy Gen Z Joins Dip-Buying FrenzyYounger investors are entering the market earlier and trading more actively than other age groups, Wurster said.
March 11, 2026
Apollo Plans to Mark Private Credit Daily, Answering CriticsThe move comes as a spate of redemption requests from such funds is rattling the wider market.