Widow Sues Fidelity Over Husband's Account in Beneficiary Designation Case
By Dinah Wisenberg BrinLeslie McCarthy contends that her late husband planned to share the account with her.
July 02, 2025
4 Tax-Advantaged Alts Strategies Every Advisor Should ConsiderCertain private market investments can offer meaningful tax benefits that traditional assets like stocks and bonds simply can’t.
July 02, 2025
State Street Global Advisors Has a New NameThe rebranding emphasizes "investing in our clients as they invest in the markets," CEO Yie-Hsin Hung says.
July 02, 2025
Criminals Are Creating Fake Medicare.gov Accounts: CMSBad actors could have used the accounts to get up to 103,000 clients' mailing addresses and diagnoses, officials said.
July 02, 2025
12 Cheapest States for a Comfortable Retirement (Without Social Security)While the program likely isn't going anywhere, it might comfort some clients to review the worst-case scenario.
July 02, 2025
BlackRock's Bitcoin ETF Drives More Revenue Than Its S&P 500 FundThe roughly $75 billion iShares Bitcoin Trust ETF has seen a flood of cash from retail and institutional investors.
July 02, 2025
EP Wealth Adds Exec From CaptrustMargaret Jarocki will lead partnership integration efforts for the RIA, which had $32.6 billion of assets in March.
July 02, 2025
Wealthfront Files Confidentially for an IPOThe move signals that more fintech firms are set to go public after a protracted lull.