Elements to Offer Planning Tool to XYPN's Fee-Only Advisors
By Dinah Wisenberg BrinThe partnership will provide XYPN advisors with a new resource for financial monitoring, says XYPN founder Michael Kitces.
April 01, 2024
Zinnia Closes on Business That Includes AnnuityNetCourt filings indicate 15 other companies expressed an interest in acquiring the business.
April 01, 2024
FBI Hunts Iowa Advisor Charged With $1.5M FraudWilliam Jack Berg, 51, is on the FBI's Most Wanted list for white-collar crimes.
April 01, 2024
Raymond James Adds $1B RBC Wealth GroupThe three veteran advisors work in the greater Phoenix area.
April 01, 2024
Square Outage Irks CustomersCustomers across the U.S. reported issues with the payments platform.
March 29, 2024
FINRA Hits BD With $250K Fine Over Emails, IMsH2C Securities failed to preserve and review over 1.25 million business-related electronic communications on four platforms.
March 29, 2024
New York Life Sues Former Agent to Recoup Commission AdvancesThe life insurer terminated the agent after finding that he'd failed to meet its application submission standards.
March 29, 2024
Dave Ramsey Imposter Scams 72-Year-Old: ReportA faked website appeared to be affiliated with the radio host, which led to messaging with "Dave."