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SEC Charges Investment Advisors for Overstating Use of AI
Toolbox
Rethinking65
-
March 18, 2024
The two firms will pay $400,000 in total civil penalties for false marketing and the SEC is on the lookout for more offenders.
Hearing Aids Don’t Have to Be So Frustrating
Health
Jerilyn Klein
-
March 18, 2024
If your clients are among the 71% of older adults with hearing loss who fail to wear them, they may not know all their options.
Guiding Clients in an Increasingly Turbulent World
Money
Jerilyn Klein
-
March 18, 2024
Natixis execs discuss client pain points that financial advisors must address and offer suggestions on how to reframe conversations.
JPMorgan Fined $348 Million for Lapses in Trade Monitoring
Latest News
Dorothy Hinchcliff
-
March 15, 2024
The bank had failed to account for “billions of instances of trading activity” on as many as 30 different platforms, regulators said.
Office Space Fire Sales Mean Cities Facing Shortfalls
Real Estate
Dorothy Hinchcliff
-
March 15, 2024
The national office market lost $664.1 billion in value from 2019 to 2022, according to one study. Major cities are preparing for the worst.
Travel Advisers: When to Let a Professional Plan Your Trip
Lifestyle
Dorothy Hinchcliff
-
March 14, 2024
They can add a lot of value if your clients are planning multicity trips, traveling with a group or looking for a very specific adventure.
States Dig Into Homeowners Insurance and Why It’s Hard to Buy
Insurance
Dorothy Hinchcliff
-
March 14, 2024
State regulators are asking 400 insurance companies why it is so hard for many homeowners around the country to get homeowners insurance.
How To Protect Clients from Social Security Fraud
Medicare/Social Security
Dorothy Hinchcliff
-
March 14, 2024
Nearly everyone is a potential target. The Social Security Administration sends checks to more than 70 million beneficiaries.
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Latest Articles
Toolbox
SEC Charges Investment Advisors for Overstating Use of AI
Health
Hearing Aids Don’t Have to Be So Frustrating
Money
Guiding Clients in an Increasingly Turbulent World
Latest News
JPMorgan Fined $348 Million for Lapses in Trade Monitoring
Real Estate
Office Space Fire Sales Mean Cities Facing Shortfalls
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