Schwab Faces Cash Sweeps Suit Alleging Elder Financial Abuse
By Dinah Wisenberg BrinThe complaint is among many accusing firms of paying unreasonably low interest on cash sweep balances.
August 12, 2025
11 Best & Worst Broker-Dealers: Q2 Earnings, 2025Nine out of the 11 reporting firms in the sector announced improved results from a year ago.
August 12, 2025
12 Cities With the Most Ultra-Wealthy Residents: 2025The residential footprints of those with a net worth of $30 million are becoming increasingly diversified, Altrata research found.
August 11, 2025
Trump Tax Law Boosts Income for Wealthy, Squeezes Poor: CBOHouseholds in the highest 10% of incomes could see about a $13,600 boost in resources on average, or a 2.7% income increase.
August 11, 2025
12 Best & Worst Annuity Issuers: Q2 Sales, 2025Even with economic uncertainty framing the quarter, sales rose at seven of the ranked firms.
August 11, 2025
Top Tax Prep Firms for Customer Satisfaction: J.D. Power, 2025Professional tax services need to step it up to compete with DIY offerings, the research group says.
August 11, 2025
What Wealthy Families Can Learn From a Rock Star’s EstateThe basics of what Ozzy Osbourne’s blended family is going through are actually very common, says one attorney.
August 11, 2025
Trump Accounts: An Overbuilt, Underwhelming New Savings ToolThe $1,000 seed money is a good perk, but there are better investing vehicles for clients' children.