FINRA Slaps Rep for Texts, LinkedIn Messages
By Melanie WaddellThe rep exchanged more than 1,000 business communication outside allowed channels, FINRA says.
June 12, 2024
Social Security COLA Estimate for 2025 Drops to 3%The new COLA projection is based on the latest CPI data, which showed inflation cooled in May.
June 12, 2024
Mike James Becomes Chair of FinsecaJames, NFP's chief sales officer, aims to boost the financial security profession and strengthen ties with underserved communities.
June 11, 2024
BNY Orders a Rebrand, With No MellonThe 240-year-old financial services company has a new logo and a simplified name.
June 11, 2024
BlackRock to Liquidate 15 FundsThe funds being shuttered include thematic ETFs on sustainability and working from home.
June 11, 2024
Snappy Kraken Unveils Marketing Hub for Growth-Focused AdvisorsThe platform is tailored to help advisors unlock their full organic growth potential, CEO Robert Sofia says.
June 11, 2024
Hearsay Sold to Yext for More Than $125MAn extra $95 million could be paid to Hearsay if certain post-deal performance targets are hit.
June 11, 2024
Schwab Customers Fume Over Persistent Login ProblemsUsers of Schwab's thinkorswim app also experienced login issues.