Ex-Fidelity Advisor Charged With Fraud, Money Laundering
By Melanie WaddellThe ex-Fidelity advisor took more than $2 million from a former client to travel, pay debts, DOJ says.
July 31, 2025
Fidelity Increases Post-Retirement Health Cost Estimate 4.5%The rate of increase is a slightly lower than it was a year ago, but these costs are rising faster than overall prices.
July 31, 2025
Ex-Amerprise Rep Barred for Taking $2.2M From ClientsThe rep, who started in the business in 1994, said he was borrowing money from two of his customers — one age 77.
July 31, 2025
Lincoln Reports 32% Q2 RILA Sales GrowthCEO Ellen Cooper aims to put products on new shelves and keep more products on Lincoln's own books.
July 31, 2025
Mariner, Other Firms Agree to $25.5M Class Action SettlementThe suit alleges that the Kansas City-based entities conspired to not hire each other's staff in order to stifle pay.
July 31, 2025
Ex-LPL Rep Sentenced to 6 Years in Prison for Taking $1M from Elderly ClientInvestigators found Bradley Goodbred took over $1 million from a woman over nine years, prosecutors said.
July 31, 2025
What Tax-Free Home Sales Could Mean for Wealthy AmericansJeff Levine says proposed legislation might lead to some "VERY interesting" capital allocation decisions.
July 31, 2025
Goldman Sachs Taps Republican Fixer to Succeed Chief LobbyistGoldman Sachs Group Inc.’s chief global lobbyist, Michael Paese, is moving on after 16 years.