Fidelity to Pay Nearly $1.3M in Damages Over Structured Products
By Dinah Wisenberg BrinClients said the firm committed breach of contract and fiduciary duty in connection with their investments.
February 20, 2026
SEC Updates FAQ on Controversial Fund Names RuleThe new FAQ signals a looser interpretation of the rule.
February 20, 2026
Trump's Global Tariffs Struck Down by Supreme CourtVoting 6-3, the court said he exceeded his authority by invoking an emergency powers law to impose "reciprocal" tariffs.
February 19, 2026
Jackson Closes on Source of Fixed Annuity FuelThe company is happy to sell nervous retirement savers products that provide account value guarantees.
February 19, 2026
How Working in Retirement Affects Social Security, MedicareWhile the benefits of continuing to work often outweigh any resulting financial complications, prepare clients for these issues.
February 19, 2026
Merrill Says Dynasty Reneged On Arbitrating Dispute Over Mega-TeamMerrill has accused Dynasty, Schwab and former senior employees of raiding a $129 billion unit to start an RIA.
February 19, 2026
Jamie Hopkins: What Advisors Get Wrong About Retirement PlanningBryn Mawr Trust Advisors' CEO talks to ThinkAdvisor about the important planning conversations advisors often overlook.
February 19, 2026
United Planners Signs On to AI Platform Founded by 4 Fintech VeteransHamachi.ai was founded in 2025 by Eric Clarke, Brian McLaughlin, Mike Wilson and Mustapha Baassiri.