Lincoln National Corp. is shedding its two broker/dealers and RIAs in a deal that adds about 1,450 advisors and $108 billion in assets to Osaic's network.
Inspire Advisors has joined a lawsuit arguing the major retailer’s Pride Campaign resulted in consumer backlash that negatively impacted its stock price.
Kaival Patel was found guilty of conspiracy to commit wire and health care fraud to pocket money raised from fraudulent compound medication prescriptions, according to the DOJ.
The Trump-era tax cuts largely gutted the federal estate tax by massively increasing the individual estate and gift tax exemption to roughly $13 million for 2024.
Did someone forward you this newsletter? Sign up here to receive it direct.
You are subscribed to this newsletter as EmailAddress
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.