Are Your Clients 'Soft Switching' to a New Investment Account?
By Michael S. FischerInvestment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 21, 2025
Wells Fargo Advisors' 2026 Comp Plan Boosts Pay for Multi-Gen AccountsThe firm is maintaining the core structure of its compensation plan for the fifth year in a row.
October 21, 2025
SEC Chief: Texting Crackdown Went Too FarThe agency's handling of off-channel communications was "not the way a regulator should act," Paul Atkins said.
October 21, 2025
Millionaire Tax That Inspired Mamdani Fuels $5.7B Haul in MassachusettsThe levy has infuriated business leaders who complain it makes the state less competitive and drives away the wealthy.
October 21, 2025
Vanguard Adds $1.4T S&P Funds to Investor Proxy ProgramInvestors in the Vanguard 500 Index Fund are set to be part of the firm's Investor Choice program in 2026.
October 20, 2025
Advisors Optimistic About Clients’ Retirement Readiness: U.S. NewsThis holds even with concerns over Social Security cuts, rising inflation and market volatility, a survey finds.
October 20, 2025
Mohamed El-Erian: AI Bubble Is RationalGold could hit $5,000 this year, the Wharton School economist also predicted.
October 20, 2025
Carson Sues Ex-Advisor for Alleged Client PoachingAn advisor who left Sweet Financial Partners, which the group acquired, is soliciting Sweet clients, according to a lawsuit.