Glenmede Sues Longtime Portfolio Manager Over Surprise Resignation

Published on September 16, 2024

Glenmede Trust alleges Michael Gallagher breached agreements by trying to lure clients to follow him.

       
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Deal Roundup: $1B Utah Team Joins Raymond James From LPL

September 16, 2024
The move into Raymond James’ independent advisor channel is one of several across the industry Monday, including an advisor with $600 million going to J.P. Morgan Wealth Management.

IRA Rollover 'Tsunami' Worries Ex-DOL Official

September 16, 2024
IRAs lack consumer protections and should be regulated by ERISA, Phyllis Borzi says.      Related StoriesWhat the IRS Manual Tells Staffers About Life and Annuities - EnclosureRepealing DOL Fiduciary Rule Would Increase Investor Fees: CBO - EnclosureConflicted IRA Advice Widespread as Fiduciaries Lack Oversight, Watchdog Finds - Enclosure