MassMutual Taps Pennsylvania Exec to Lead Advisor Network

Published on March 5, 2025

Joe Mallee helps Finseca represent advisors in Washington.

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Ex-Raymond James Rep Made Unauthorized Trades in Older Client's Account: FINRA

March 5, 2025
The rep was suspended for three months and ordered to pay $23,000 for making 71 unauthorized trades.      Related StoriesAmerican College Launches AI Retirement Planning Tools, Consumer Ed Course3 Ways LPL Could Spend Its $4B Capital RaiseRamon Casanova Rises at New York Life

Choreo Sues Compound, Breakaway Advisors for Alleged Breach of Fiduciary Duty, Soliciting Clients

March 5, 2025
Choreo’s lawsuit comes a day after Compound announced it had brought on members of the Des Moines, Iowa-based team that had overseen $1.2 billion in client assets.