LPL's Atria Network to Lay Off 169 Employees
By Dinah Wisenberg BrinThe employees will be let go this summer in California, New York and Texas, state records show.
May 22, 2025
Spending Drops in Retirement, but Satisfaction Doesn't: BlanchettThe PGIM researcher finds some good news for clients who may need to cut back.
May 22, 2025
Advisor Gets 10 Years in Prison for Stealing $2M From Elderly ClientsJulie Anne Darrah convinced clients "she would take care of them in their older years like a daughter," authorities said.
May 22, 2025
Trump’s Next Hurdle: The Bond Market Hates His ‘Beautiful’ Tax BillInvestors are now asking if they should loan the government money at 5% for 30 years, says a fixed income specialist.
May 22, 2025
What's Next for the Trump Tax Bill"We are so far away from an acceptable bill, it’s hard to say," said Sen. Ron Johnson, R-Wis.
May 22, 2025
New Custody Rules Signal 'Regulatory Reset' for Digital Assets: SEC RoundupFormer SEC Commissioner Troy Paredes discuss the commission's evolving approach to financial innovation and digital asset regulation.
May 22, 2025
How to Talk With Adult Children About PrenupsClients who are concerned for their engaged child’s financial well-being should understand that they have options.
May 22, 2025
Ex-Osaic Advisor Who Accepted $1M Bequest From Client Faces Fine, SuspensionThe advisor didn't notify his firm or receive approval to accept the bequest, according to FINRA.