JPMorgan Must Face Claims Over Son's Fleecing of Elderly Mom

Published on August 18, 2025

Firms are facing more scrutiny over their responsibility for losses of aging clients with possible cognitive limitations.

       
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Tax Court Rules Against Micro-Captive Case Backed by Life and Annuity Assets

August 18, 2025
The judge put off deciding whether to apply a 40% penalty related to economic substance questions.      Related StoriesFirm Hit by MOVEit Data Breach May Settle for $8.5MNew AI Tool Can Open Accounts in Under 20 Minutes: CambridgeEdward Jones Plans Home Office Layoffs This Month

Nebo Launches Wealth Benchmark

August 19, 2025
The new tool is meant to easily and visually convey to clients that they are on track toward achieving their goals.