Judge Lets Family's Suit Over $67.5M in Life Insurance Move Forward
By Allison BellWhen interest rates rose, the cost of the premium financing used to buy the policies soared.
August 19, 2025
Suze Orman: Time to 'Be Conservative' With Your Retirement PortfolioTaking 4% withdrawals in early retirement could be a mistake now due to the risk of high inflation, Orman tells ThinkAdvisor.
August 18, 2025
JPMorgan Must Face Claims Over Son’s Fleecing of Elderly MomFirms are facing more scrutiny over their responsibility for losses of aging clients with possible cognitive limitations.
August 18, 2025
Tax Court Rules Against Micro-Captive Case Involving Life and Annuity AssetsThe judge put off deciding whether to apply a 40% penalty related to economic substance questions.
August 18, 2025
JPMorgan Chase Bank Sued Over CD Rollover Rate ChangeA high-interest "relationship" certificate of deposit rolls over to a low rate without warning, a customer complains.
August 18, 2025
New AI Tool Can Open Accounts in Under 20 Minutes: CambridgeThe digital associate, in the early rollout stages, will work with — and not replace — staff, the firm says.
August 18, 2025
Edward Jones Plans Home Office Layoffs This MonthThe firm now has about 9,000 home office employees serving its roughly 20,000 financial advisors and their clients.
August 18, 2025
Biden-Era Fiduciary Rule on Hold, AgainThe DOL has requested a third 60-day extension to consider next steps in the consolidated federal court case.