10 Ways to Answer 'What Do You Do?'
By Bryce SandersGet the other person interested enough to ask questions.
April 27, 2026
Ex-Franklin Templeton Analyst Alleges Retaliation Over Fraud AllegationsJordan Strah complains in a lawsuit that the firm dismissed him after he claimed his manager deceived investors.
April 27, 2026
The High-End Collectibles That Gained, and Lost, Value in 2025Although values remained under pressure, Knight Frank notes, the annual decline slowed during 2025.
April 27, 2026
How Sergey Brin Launched a Political War Over California's Wealth TaxThe proposed billionaire tax has drawn tech titans and business leaders more directly into the state's affairs.
April 27, 2026
Osaic Adds AI-Powered Documentation PlatformScribe is meant to streamline workflows, accelerate onboarding and improve operational consistency, the wealth management firm says.
April 27, 2026
Insurance Group Drops DOL Rollover Advice Suit"It may seem anti-climactic but we really see this as a red-letter moment," FACC CEO Kim O'Brien says.
April 27, 2026
Fidelity Hit With $1.25M Fine Over Data BreachMassachusetts' top securities regulator ordered the fine over a breach that compromised the data of 77,000 customers.
April 27, 2026
Ex-LPL Rep Suspended Over Outside Business ActivityJames Robert Ptacek Jr. did not disclose his role on the board of a streaming company, FINRA states.