Advisor Charged With Conning Clergy, Venezuelans in $94M Ponzi Scheme

Published on July 25, 2025

Florida-based Andrew Jacobus swindled international investors, prosecutors allege; his jury trial is set for Aug. 25.

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Second Tax Bill Could Bring 'Rothification' of Retirement Plans

July 25, 2025
This may be a long-term benefit for investors but also serves Washington's interests, legislative expert Jeff Bush says.      Related StoriesWhy Wealthy Couples Turn to Post-Nups to Clarify Asset DivisionWhy These Commonwealth Advisors Are Happily Giving LPL a ChanceNot All RIA Consolidation Is Created Equal: Joe Duran

UBS Ditches BlackRock’s Aladdin Platform to Cut Fund Unit Costs

July 25, 2025
The Aladdin contract with Credit Suisse started in 2019 and revenue generated since then ranged between 50 million and 100 million Swiss francs ($126 million).