Citi Sues Former Exec, Denying Harassment Claim
By Dinah Wisenberg BrinJulia Carreon "fabricated" claims of harassment by wealth head Andy Sieg to avoid arbitration, the bank alleges.
February 02, 2026
Do CFPs Really Need a Bachelor's Degree?The CFP Board's announcement that it would review the requirement has sparked debate. Planner Jeff Levine has "mixed feelings."
February 02, 2026
Political Analyst Greg Valliere to RetireValliere, AGF Investments' chief policy strategist, plans to step down at the end of February.
February 02, 2026
AI Leads Family Office Investment Themes: JPMorganThey increasingly favor investments in the infrastructure and services powering the AI boom, a Private Bank exec says.
February 02, 2026
Vanguard Cuts Fees on 53 FundsWhile the reductions benefit investors, "the race to zero has largely been run," Vanguard watcher Jeff DeMaso says.
January 30, 2026
How Medicare Enrollment, Drug Costs and Plans Have ChangedAny advisor working with people over 65 needs to understand what's happening.
January 30, 2026
Jeff Levine Calls Tax-Planning Gap Report an 'Indictment' of Advisor IndustryThe self-professed tax nerd says he was disappointed by the results of a recent BlackRock survey.
January 30, 2026
Strategist Warns Against a Hidden Threat in Private EquityPeter Dziedzic says life and annuity professionals can end up facing invisible conflicts of interest.