Lawsuit: Schwab, BofA Failed to Protect Older Couple Scammed Out of $18.5M

Published on October 24, 2024

A fraudster persuaded an 84-year-old Schwab customer to transfer millions of dollars to outside accounts, the suit says.

Continue reading on website
Other news

DeVoe: Declining Interest Rates Will Spur More RIA M&A

October 24, 2024
As the cost of capital comes down, the most active players in the RIA M&A space will invest more aggressively, according to the latest DeVoe & Company RIA Deal Book.

Adam Dell's Latest Offering: No AUM Fees, No Subscriptions, Just Planning

October 24, 2024
Clients and CFPs alike benefit from Domain Money's setup, the serial founder and Goldman alum says.