We recently caught up with Nick Karls, director of compliance at Holmes Murphy and Associates, and Nathan Cassin, pharmacy ...

Wilmington Trust and AccessFintech have announced a new collaboration that automates and streamlines loan lifecycle management using the Synergy platform. This effort drives real-time data ...

A lawsuit filed by VK Investments claims Repairify’s Executive Chairman John Lindle has breached his fiduciary duty and ...

On November 15, 2024, the Delaware Chancery Court ruled that a creditor aided and abetted a breach of fiduciary duty. The lawsuit came after ...

Federal Judge Reed O’Connor ruled in Spence v. American Airlines that the airline breached its fiduciary duties under the ...

Now the question is whether independent “purist” RPAs, touting their conflict-free business model as an advantage, can grow. The answer is likely the same, but the purist independents are now fighting ...

Wesco Distribution Inc. has agreed to pay $2.25 million to 401 (k) plan participants who accused the company and its ...

Tim Hilterman has joined Wealth Managers as their Chief Financial Planning Officer – the firm has provided financial services ...

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth director based in Atlanta, GA, a ...

The role of the family office is evolving with the Great Wealth Transfer and tech advancements, among other issues. This is how financial professionals can manage the shifts.

American Airlines' retirement plan management is under scrutiny after a recent ruling by a federal judge. The ruling has sparked debates over the role of environmental, social and governance (ESG) ...