Former Northern Trust VP at Center of $35M Elder Fraud Suit Pleads Not Guilty
By Melanie WaddellChristopher Walters, accused by Elizabeth Madden (pictured) of raiding a $20 million legacy trust, now faces criminal charges.
July 09, 2026
Mariner Partners With Caregiver Support PlatformCariloop gives "our advisors another way to deliver real value to the families they serve," said CEO Marty Bicknell.
July 09, 2026
Recruiting Consultants Launch Wealth Management Talent MarketplaceThe Vested Network aims to address the industry's growing talent crisis, the founders say.
July 09, 2026
Excess Return Indexes Are Everywhere in Fixed Indexed AnnuitiesMost buyers still don't know what they are.
July 08, 2026
Call for FINRA to Update Document-Request Rules Draws ScrutinyThe Rule 8210-related changes, part of a larger report, would make it easier for firms to block enforcement, PIABA's president argues.
July 08, 2026
State Insurance Policymakers Talk About Private Credit FearsOne lawmaker expressing concern helped manage bond sales for Banco Santander and Crédit Agricole.
July 08, 2026
SpaceXAI, Cursor Unveil Grok AI Model for Finance, Coding TasksUnlike prior models, Grok 4.5 is aimed at tackling a wider mix of work, such as legal and financial services.
July 08, 2026
How Advisors Can Help Close Millennial Investing GapsThis generation wants to know how to get started, how to invest wisely and how to build lasting wealth.