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JPMorgan Chase is claiming the founder of Frank, a college financial-planning site the bank acquired in 2021, defrauded it by vastly inflating the number of customers the company had.
January 12
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FINRA warned brokers in its latest annual report about not being fully up to speed with the client-care rule.
January 11
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Troy Stewart has risen through the ranks at
Brush Claims to now serve as its president and chief operating officer. Stewart is an innovative thought leader in the insurance claims space and is actively driving the evolution of the insurance industry forward.January 11
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Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.
January 11
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The new Orion Advisor Technology president is ready to innovate and change the game in 2023
January 11
