JP Morgan Loses $39.7M Arbitration Against Barred Broker

Published on January 3, 2025

The financial services firm claimed that Edward Turley, a former advisor, "unjustly enriched himself by brazenly lying."

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Debate: Is the Social Security Fairness Act Fair?

January 3, 2025
The bill, awaiting Biden's signature, repeals the WEP and GPO provisions affecting public workers and provides retroactive 2024 benefits.      Related StoriesSocial Security Has Faced Peril Before. What Can We Learn?The Most Confusing Inherited IRA Questions, AnsweredWhat Really Gets Shut Down When Government Spending Stops

Why Words Matter in Client Conversations About Retirement

January 3, 2025
Caryl Falvey shares retirement-conversation insights from MIT Agelabs and MassMutual Strategic Distributors.