Stifel to Pay $132M Over Structured Notes
By Melanie WaddellA family lost more than 65% of their investment due to the use of leverage, their lawyer says.
March 14, 2025
Capital Group Launches 8 Model Portfolios Built on Active ETFsThe introduction comes in response to advisor demand, the investment manager said.
March 14, 2025
Josh Brown Backs AI-Based Prospecting PlatformAs an investor and advisory board member, Brown will dhelp to steer Finny’s product roadmap.
March 14, 2025
Peter Mallouk Gives a Reality Check on Market CorrectionsIt has been "far longer than normal" since the last S&P correction, the Creative Planning CEO says.
March 14, 2025
Trump Administration Ends Medicare's $2 Drug ProjectBiden administration officials estimated that the voluntary program could have cut costs for 32 million people.
March 13, 2025
DOGE Has 10 Staffers at Social Security in Hunt for Dead PeopleElon Musk has called Social Security a “Ponzi scheme,” while critics say he is preparing to make cuts.
March 13, 2025
Vanguard Faces Class-Action Suit Over $100 Exit FeeThe charge is a "junk fee" meant to penalize customers who close accounts, the suit contends.
March 13, 2025
Why Edward Jones Is Shrinking Its Home OfficeWhile there's no headcount reduction target, reduced “overlap and bureaucracy” is expected, Managing Partner Penny Pennington tells ThinkAdvisor.