Senvest Management, a New York-based advisory firm with $3 billion in client assets, will pay $6.5 million to settle charges by the Securities and Exchange Commission that it failed to preserve off-channel electronic communications related to the business. From January 2019 to December 2021, Senvest employees communicated about business matters via text and other platforms…
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One of the biggest struggles for a small business is to stand out from the competition, especially large corporations. If you're wondering what it takes to get your small business off the ground and make it bigger and better, then you should check out what Angela Vranich and Ben Lewis are doing with their company,…
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Commonwealth Financial Network will pay more than $93 million to settle Securities and Exchange Commission charges that it failed to disclose conflicts of interest when recommending certain classes of mutual fund shares to clients. The case arose out of allegations filed against Commonwealth in 2019, alleging that the firm failed to warn clients that there…
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As a certified financial planner, I am often asked, “What is the best stock to buy?” My answer is always the same: “It depends.” This answer may seem vague, but it is rooted in the understanding that investing is not a one-man endeavor. Each individual's financial situation, risk tolerance and investment goals are unique and…
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As Tax Day is upon us, the Internal Revenue Service has just released a new fraud alert as part of its Dirty Dozen educational series to raise awareness and protect both taxpayers and tax professionals from scams and common tax schemes. The agency begins its annual series to coincide with filing season when fraudulent schemes…
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55ip CEO Paul Gamble will step down in September after more than six years as a fintech startup leadera company spokesperson confirmed. He will then become vice president of Asset Management Solutions at JP Morgan Asset Management. 55ip is one Wholly owned but independently managed subsidiary of JP Morgan Asset Management and has 200 employees….
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Amazon Web Services will now allow its free credits program startups to include the use of leading AI models from other providers, including Meta, Mistral AI and Cohere, in addition to its Bedrock AI platform, the company said Reuters Tuesday. The move could attract more initial AI customers to the AWS platform and potentially minimize…
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EP Wealth Advisors has picked up 22 team members and nearly $1.2 billion in assets under management with the acquisition of Wacker Wealth Partners in San Luis Obispo, California. Led by former CEO Ryan Caldwell, EP's new regional director for Central California, and former President and COO Bryan Krill, who is stepping into the role…
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Forbes annual list shows that this year there were more billionaires than ever before. The “rich list” is annual decline of the biggest banks on the planet and this year there were more faces entering the category of billionaires in 2024. The report says the 2024 list is “richer than ever, worth $14.2 trillion in…
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