Carson Steps Down as CEO of Carson Group
By John ManganaroBurt White's appointment is about "taking great care of clients and the firm," says industry veteran Larry Roth.
April 08, 2024
Wealth Enhancement Group's Assets Top $81BIt also just hired Michael Fredericks, who worked earlier at BlackRock, as its new chief investment officer.
April 08, 2024
FINRA Suspends Ex-Rep Over Reg BI ViolationsOver an 11-month period the rep effected 91 trades in the account of a customer in her early sixties.
April 08, 2024
FINRA Hits BD With $500k Fine Over TextingIt also suspended the firm's CEO for not preserving and checking 10,900 text messages sent or received by 27 associated persons.
April 07, 2024
Zuckerberg's Wealth Tops Musk's for the First Time Since 2020Musk's wealth has shrunk by $48.4 billion this year, while Zuckerberg has added $58.9 billion as Meta's stock climbs to fresh highs.
April 07, 2024
5 Ways to Save Social SecurityFor Biden and Trump, the issue of how to reform Social Security could prove critical in the 2024 presidential election.
April 05, 2024
Medicare Advantage Program to Restructure Agent, Broker PayIn 2025, the maximum enrollment compensation will jump by $100, including what's paid for field marketing organization services.
April 05, 2024
Ameritas Adds Pontera's 401(k) Management PlatformAffiliated advisors will be able to make trades and manage retirement plan accounts using the new technology and tools.