Credit Union Hits LPL, Osaic With Client-Poaching Suit

Published on October 17, 2025

The BDs orchestrated a scheme to steal information for 683 clients, the lawsuit alleges.

       
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Society of Actuaries Members Vote on Board Overhaul

October 17, 2025
The number of seats could shrink to 12, from 18, and two seats could go to non-actuaries.      Related StoriesRetirement Investors Seek Comfort and CashNew Bill Would Stop Lawmaker Pay During ShutdownsF2 Buys Hedge Fund Strategy and Tech Consulting Shop

Quiz: How Much Do You Know About the Wash Sale Rule?

October 17, 2025
As year end approaches and clients explore tax-loss harvesting, consider reminding them about this risk.      Related StoriesSchwab's Sonders: Tariff Turmoil Isn't Over7 Time Management Strategies for AdvisorsMohamed El-Erian Surprised by Nature of Gold's Surge