Monthly Archive: June 2024


SEC Hits RIA With $100K Marketing Rule Fine

“Twenty Acre provided these materials directly to prospective investors as attachments to email communications and routinely uploaded the materials to third-party databases that prospective investors were able to access,” according to the order. “When...


Social Security COLA Estimate for 2025 Drops to 3%

Over the last 12 months, the all items index increased 3.3% before seasonal adjustment. More than offsetting a decline in gasoline, the index for shelter rose in May, up 0.4% for the fourth consecutive...


Schwab Customers Face Login Problems

Charles Schwab customers swamped social media Tuesday morning with reports of login problems. Shortly after 11 a.m., Schwab announced the glitches had been resolved. Outage monitoring site Downdetector had received more than 5,800 problem reports...