Jennifer Lea Reed

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Ex-JPMorgan Private Banker Who Ran $24B Forms Family Office Firm

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After a yearlong hiatus, David Nolet has launched a full-service multifamily firm in Fort Worth.

BofA Sued Over Alleged Conflicts In Washington Commanders Investment

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Bank of America, Merrill Lynch and other bank subsidiaries have been sued by a billionaire investor who alleges the bank had a conflict of interest when it represented him while making an...

Seven Cambridge Advisors Split To Form Stonepath

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The new Traverse City, Mich., RIA will be a full-service planning and advisory firm.

BofA Sued Over Alleged Conflicts In Washington Commanders Investment

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Billionaire investor Robert Rothman claims the bank improperly represented him and the team at the same time.

Commonwealth Sees A 'Goldilocks' Economy Ahead

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Investors may see better performance from value, small-cap and international stocks, strategist Brad McMillan said.

LPL Penalized $6 Million For Securities Violations, Finra Says

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The broker-dealer failed to supervise reps on certain transactions and misled customers about fees, Finra said.

Former Morgan Stanley Broker Barred For Alleged Client Asset Theft

by FA Staff

Gary Chang of California stole more than $58,000 from four customers, the SEC said.

It's Bond Funds Over Cash, Eyes On AI In 2024, Capital Group Managers Say

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With the Fed saying rate hikes are over, it's time to reallocate for long-term returns.

Better Money Habits Top New Year's Resolutions

by FA Staff

More Americans are adding better financial habits to their 2024 goals, according to an Allianz survey.

Maryland Advisor Pleads Guilty To Leaving Elderly Client Destitute In $1M Fraud

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Eddy Blizzard drained his client's retirement savings over a six-year period.

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