Best and Worst Wealth Platforms for Digital Experience: J.D. Power, 2025
By Michael S. FischerThe more technologically advanced and consistent the wealth management tools, the higher the investors’ overall satisfaction.
November 19, 2025
GTCR to Acquire Fiduciary Trust CompanyThe wealth manager is entering its 14th decade in operation with a new private equity owner.
November 19, 2025
LPL Takes Minority Stake in Private Advisor GroupLPL joins Merchant Investment Management as a minority owner of the financial services firm, alongside legacy shareholders.
November 19, 2025
Vanguard Makes, Then Corrects, Fee Errors in New ETF Filing: ReportThe filing showed "shockingly low" expense ratios on the firm's first active equity ETFs.
November 19, 2025
Fidelity, Centene Sued Over Alleged Excessive 401(k) Fees, Misuse of Forfeited AssetsFidelity's recordkeeping services to the Centene plan created a conflict of interest, according to the complaint.
November 19, 2025
Barred Advisor Gets 3-Year Sentence for Bilking Friends, Relatives Out of $3MRobert C. Starnes, who took more than a dozen people's retirement savings, also must pay restitution.
November 18, 2025
Twin Advisors Found Guilty in $10M Fraud Against 100 VictimsOne of the brothers was convicted of obstruction of justice for trying to threaten victims and bribe DOJ officials.
November 18, 2025
eMoney Integrates FP Alpha Estate Planning CapabilitiesThe integration enables advisors to sync client data from eMoney directly into FP Alpha’s estate planning system.