As Wire Fraud Claims Rise, Advisors May Find They Aren't Properly Insured

Published on January 16, 2025

An advisory firm needs to protect itself to ensure that it isn't on the hook for these liabilities.

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Rep Violated Reg BI With Excessive Trading in Older Clients' Accounts: FINRA

January 16, 2025
The rep was suspended and ordered to pay more than $27,000 in restitution.      Related StoriesNew Raymond James Program Seeks to Support Tampa Bay EducationMorgan Stanley Profit Doubles to $3.7BIntegrated Partners Buys $1B Retirement Firm in San Diego

Median Household Purchasing Power for the 50 States and DC: 2023 Update

January 16, 2025
Earlier this week we posted an update on the median household income for the 50 states and DC which includes annual data from 1984 to 2023. Let's now look at the actual purchasing power of those median incomes. For this adjustment, we're using the "C2ER Cost of Living Index" produced by C2ER, the Council for Community and Economic Research.