JPMorgan Jettisons 1,000 First Republic Employees
By Hannah LevittThe biggest U.S. bank on Thursday offered full-time or transitional roles to almost 85% of the nearly 7,000 employees
May 25, 2023
AHIP CEO Matt Eyles to Step DownEyles steered AHIP through COVID-19 and the transition from Trump to Biden.
May 25, 2023
Ex-Morgan Stanley Advisor Gets 7 Years for Fleecing ClientsShawn Edward Good took in $7.2 million from at least 13 victims thorough his decade-long Ponzi scheme.
May 25, 2023
Florida Adopts Reg BI-Friendly Annuity Sales Rule UpdateAdvocates fear a showdown with the SEC if more states don't step up soon to regulate fixed annuities.
May 25, 2023
New Bipartisan Bill Could Help Tax Extension FilersClients could stay on good terms with the IRS by paying 125% of what they paid the previous year.
May 24, 2023
Ritholtz Wealth Launches New Robo Wealth ManagerThe new service, Good Advice, has a minimum investment level of $15,000.
May 24, 2023
2 Signs Stocks, Economy Headed Higher: Carson Group's DetrickThe strategist believes recession worries "have been greatly exaggerated" and says "permabears" have likely cost investors.
May 24, 2023
Bill to Fix Big Secure 2.0 Drafting Errors Is ComingOne error: a provision that would errantly prohibit catch-up contributions in 401(k) plans and IRAs.