Jennifer Lea Reed

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SEC Charges N.Y. Fund Manager With $6.3M Opportunity Zone Investments Fraud

by FA Staff

Joshua Burrell of New York City is accused by the agency of diverting investor money to his personal bank account.

Small Business Owners Face Exhaustion, Uncertainty. Is Getting Out Far Behind?

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U.S. small business owners are still striving for a sense of normalcy nearly two years after the start of the pandemic.

SEC Warns RIAs That Faulty Fee Calculations Could Be Fraud

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A recent examination of advisors found deficiencies in the way clients are charged fees, the SEC said.

Ensuring Female Clients Maximize Social Security Benefits

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The issues women face show themselves in everything from Social Security benefits to estate planning, advisors say.

'Longevity Revolution' Brings Retirement Planning To Forefront

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The amount of time people spend in retirement has tripled since 1935, researcher Maddy Dychtwald said.

Maximize Clients' Social Security Benefits, Win Them For Life

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Nearly three-quarters of clients would switch advisors to maximize Social Security benefits.

Three Brokers Suspended, Fined For Unsuitable Trades

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All three engaged in trading that was unsuitable for their clients, Finra said.

Morningstar's ByAllAccounts Adds Digital Asset Platform To Help RIAs

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It's another step forward for digital asset investing.

Only Half Of Advisors Say They Use Alt Investments

by FA Staff

Surveyed advisors said they had limited access to alternative investment products.

What's Retirement Happiness?

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A panel at the Morningstar conference concluded it's not about money, the sports car or time with your kids. Happiness in retirement is also about your health and relationships.

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