Commonwealth Hit With Class-Action Suit Over Cash Sweeps
By Melanie WaddellThe complaint claims breach of fiduciary duty, breach of contract, violations of consumer protection statutes and unjust enrichment.
June 24, 2026
Edward Jones Partners With Fraud Alert PlatformCarefull helps monitor client accounts for warning signs such as suspicious transactions.
June 24, 2026
Final Days to Nominate for ThinkAdvisor's 2026 Luminaries AwardsNominate your candidates before the extended July 3rd deadline. The chosen 2026 Luminaries will be honored at the annual awards ceremony in New York City on Dec. 3.
June 24, 2026
PRO
Case Study: Estate Planning When an Heir Faces Mental Health StrugglesAn advisor's emotional intelligence and chairside manner may rival financial knowledge in importance when guiding clients through such scenarios.
June 23, 2026
'Annuity Providers Are Still Strong': ExecKush Kotecha, Nationwide's annuity leader, makes the case for sticking with a long-term perspective.
June 23, 2026
College for Financial Planning Launches Generational Wealth Transfer DesignationTopics include tax and risk management strategies, business succession planning, philanthropy and navigating family dynamics.
June 23, 2026
Fidelity to Facilitate Trump Account RolloversThe financial giant says families can transfer accounts starting later this year.
June 23, 2026
Retiring This Year? Prepare for a Decade of Disappointment in Stocks: FinkeAlso, high inflation in early retirement can hit as hard as a market downturn, the American College professor suggests.