Jennifer Lea Reed

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Is The U.S. Retirement Crisis Real? Depends On Whom You Ask

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A PGIM survey suggests even $50,000 in savings can make all the difference in a retiree's outlook.

Merrill Lynch, BofA Fined $3M Over Manipulative Trading

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The firms failed to guard against trading designed to manipulate markets, Finra said.

Three New Cash Sweep Suits Hit Ameriprise And LPL

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Customers unhappy with the rate of return on cash sweep accounts continue to turn up the legal heat.

N.J. Advisor Gets 12-Year Sentence For Defrauding Gold Star Families

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Among Caz Craffy's victims was a child whose parent died on active duty, according to the SEC.

The Pool Of Desirable Clients Is Shrinking, Kitces Says

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Also, the costs to acquire new clients jumped 75% from 2021 to 2023.

Clients Sue Cambridge Over Alleged $1M Loss In Alternatives

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The lawsuit alleged the investment was inappropriate given the couple's risk tolerance.

Atlanta Fed President Says ‘Normal' Is In Sight

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Raphael Bostic also said the upcoming elections will not be a factor when the Fed decides to lower rates.

Financial Stress Depresses Overall Well-Being, Survey Finds

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A Guardian survey finds money to be the top source of stress in life, beating physical and mental health worries.

DeVoe Tracks Strong Q2 For Advisory M&A Activity

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Wealth Enhancement Group once again led the industry with seven acquisitions in the first half of the year.

Wealth Team Exits Morgan Stanley To Found Minn. RIA

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Bearing Point Capital was previously Morgan Stanley's first private wealth team in Minnesota.

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