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At Future Proof 2022, the founder of Lake Avenue Financial and Futurvest discussed how planners can help his family's effort to boost financial literacy.

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.

FINRA warned brokers in its latest annual report about not being fully up to speed with the client-care rule.

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.

Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.