The traditional brokerage model was “oddly, unrelated to the rest of the client’s life,” but “a bold change” is underway in the financial advice industry. So says Paula Hogan, partner and private wealth manager at Creative...
Article 0 Comments California pension officials say personal information of about 769,000 retired state employees and other beneficiaries – including Social Security numbers – was among data stolen by Russian cybercriminals in the breach...
Start Slideshow The registered investment advisory industry grew by 2.1% in 2022, with 15,114 fiduciary investment advisors managing $114.1 trillion in assets for 61.9 million clients, according to the Investment Adviser Association and National...
Article 0 Comments Home Depot HD.N has agreed to pay $72.5 million to end a long-running class-action lawsuit alleging the largest U.S. home improvement retailer underpaid workers in California. The preliminary settlement was filed...
Article 0 Comments New You can now listen to Insurance Journal articles! 3M Co has reached a $10.3 billion settlement with a host of U.S. public water systems to resolve water pollution claims tied...
What You Need to Know Ratings can give clients an idea of how plans are performing. The ratings affect how much the plans earn. Only 11% of plans have 5-star ratings. As president of...
2023 Solar Risk Assessment Report highlights the need for robust strategies to ensure solar asset resilience, especially in extreme weather conditions Realizing the full benefits of the Inflation Reduction Act will require dedicated efforts...
Article 0 Comments Russia is 99.9% certain to quit a U.N.-brokered deal on the safe wartime passage of Black Sea grain next month because it no longer needs Ukrainian ports to export ammonia, a...
More than two-thirds of Canadian executives consider cybercrime their most significant threat Canada’s cyber threat landscape is continuously changing with threat actors embracing artificial intelligence (AI) and other innovations to enhance their attack strategies...
What You Need to Know It’s common for clients to transfer Roth IRA assets to a former spouse in a divorce. One critical issue that clients may overlook is the called five-year rule that...
