Insurance

• 000093 Oct 31, 2026 Inflation Makes Checking Account Fees More Visible in Tight Budgets Monthly charges, ATM costs and overdraft penalties can add up. Comparing account terms helps households see what they pay to access their money.
• 000069 Oct 30, 2026 Raymond James Adds $700 Million Truist Advisory Team in Florida as Hiring Continues A Florida team overseeing about $700 million joins Raymond James, while &Partners and Janney Montgomery Scott also add practices and advisors.
• 000070 Oct 30, 2026 Schwab IMPACT 2026: AI, RIA Growth and Alternatives Take Center Stage More than 6,000 attendees gathered in Boston as Schwab IMPACT coverage tracked AI, advisor growth, alternatives and industry consolidation.
• 000071 Oct 30, 2026 RIA Deal Pipeline Builds as FP Transitions Sees Record 2026 Potential FP Transitions reports record deal opportunities and a 30% pipeline increase, while aging owners and succession gaps keep RIA sales in focus.
• 000072 Oct 30, 2026 JPMorgan Names Linda Patel Southeast Director as Bank of America Expands Nonprofit OCIO Team Linda Patel will oversee about 80 advisors across Florida and Atlanta, while Bank of America adds two specialists to its New York nonprofit investment...
• 000073 Oct 30, 2026 Colorado Advisor’s Interval Fund Concentrations Drew Scrutiny Over Senior Clients Colorado’s consent order describes near-total Interval fund allocations in many client accounts, including accounts held by senior investors.
• 000074 Oct 30, 2026 Plus Brand Investor Alleges Hidden Sales Figures and Unpaid Returns A Texas investor says Plus Brand concealed fundraising figures in royalty statements and misrepresented a celebrity deal; the claims remain untested.
• 000075 Oct 30, 2026 BG Wealth and DSJ Exchange Allegedly Collected More Than $130 Million The firms allegedly used fabricated trading records, extraordinary return promises and recruitment incentives to attract more than 223,000 blockchain...
• 000077 Oct 30, 2026 Affluent Americans Put Retirement Goal at $2.6 Million as Savings Lag Affluent Americans say they need $2.6 million for retirement, while respondents report saving 52% of that target amid competing family and career cost...
• 000078 Oct 30, 2026 Enterprise RIAs’ 58% Asset Share Puts Pressure on Growth and Service Models Enterprise RIAs control 58% of channel assets, but Cerulli says sustained growth will depend on broader services, technology and business development.
• 000079 Oct 30, 2026 Morgan Stanley Elder Abuse Case Returns to Trial Over Aging Client’s Options Trades A California appeals court revived most claims, finding that account gains didn’t resolve whether the options strategy posed foreseeable risks.
• 000080 Oct 30, 2026 Three Tax-Planning Risks That Can Raise Lifetime Costs for Retirees and Their Heirs Low taxes today can mask future costs from required distributions, a surviving spouse’s filing status and inherited IRA rules.
• 000081 Oct 30, 2026 Retirement Health Costs Rise as Advisors Point to HSA Planning Gaps A 2026 estimate puts lifetime health costs at $185,500 for a typical 65-year-old retiree, while few Americans plan for the expense or invest HSA balan...
• 000082 Oct 30, 2026 LPL Financial Adds $525 Million Georgia Advisory Team From Northwestern Mutual Anchor Financial Partners brings six advisors and about $525 million in assets to LPL, extending a run of Northwestern Mutual team moves.
• 000083 Oct 30, 2026 Retirement Savings Gap Leaves Workers Across Four Generations Under Strain Workers report $78,000 in median retirement savings against a $650,000 target, while debt, caregiving and early withdrawals add pressure.
• 000084 Oct 30, 2026 Asset Managers Urged to Use AI to Prevent Operational Errors ICI’s operating model links fragmented data, earlier risk signals and human judgment, with a practical path from recurring problems to broader AI capa...
• 000085 Oct 30, 2026 Healthspan Wealth Opens Early Access to Health Planning Platform for Financial Advisors Healthspan Wealth is testing structured workflows for health and family transitions, aiming to help advisory firms coordinate care decisions and retai...
• 000095 Oct 26, 2026 Why AI Governance Is Becoming Core Bank Infrastructure Treasury and NIST frameworks put bank AI controls, identity and testing at the center of deployment as systems move toward production.
• 000096 Oct 22, 2026 Los Angeles Luxury Homes Take Longer to Sell Despite Tighter County Inventory Los Angeles County homes took longer to sell in August even as inventory tightened, while luxury sales above $5 million depend on pricing and buyer re...
• 000097 Oct 22, 2026 Commercial Building Cleaning Schedules: Daily Checks and Periodic Deep Cleans Cleaning frequency depends on traffic, building use and seasonal conditions, with high-use areas needing repeated checks and routine upkeep.