It's Beginning to Look a Lot Like the Dot-Com Bubble: Bob Doll
By Dinah Wisenberg BrinInvestors are retreating from "frothy" stocks but not the overall market, the Crossmark Global CEO writes.
February 23, 2026
Massachusetts Advisor, Firm to Pay $150,000 in Annuity Switching CaseJeffrey Cutter and his firm failed to disclose significant upfront commissions and other conflicts of interest, a jury found.
February 23, 2026
12 States With Fastest-Growing CFP Populations: 2026One in 10 CFPs is based in California, according to CFP Board data analyzed by SmartAsset.
February 23, 2026
Merrill to Offer Direct Capital Markets Trading to Ultra-Wealthy ClientsThe new Direct Markets Coverage Group aims to support, not replace, clients' core advisors.
February 23, 2026
NYSE, Nasdaq Say Market Hours Unchanged Amid BlizzardNew York City's streets, highways and bridges are closed to most traffic until noon today.
February 20, 2026
Transamerica, Advisory Firm Face Suit Over $25M Term Life Policy ConversionA beneficiary said he has had trouble collecting all of the benefits that should be coming from the converted policy.
February 20, 2026
Lawsuit Accuses Stifel of Mismanaging Its Employees' 401(k)The suit contends Stifel kept two poorly performing funds in the plan for over a decade.
February 20, 2026
FINRA Suspends Rep Over Variable Annuity SwitchesRobert Settimio Cupello recommended six VA exchanges to seniors without a reasonable basis to believe they were suitable.