25-01021.pdf
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Kieffer Named SVP of Investor Education and President of the FINRA Investor Education Foundation WASHINGTON – FINRA today announced that investor education and protection veteran Christine Kieffer will serve as Senior Vice President of FINRA’s Office of Investor Education and President of the FINRA Investor Education Foundation (FINRA Foundation). The appointment is effective immediately. Kieffer…
Managing money as a couple isn’t always easy, especially when each partner has different spending habits, debt obligations or income. A budgeting app like Honeydue can make those conversations easier by giving both partners a shared view of their finances while letting each person control how much information they share. Built specifically for couples, Honeydue…
Employer and business groups are urging the U.S. 4th Circuit Court of Appeals to uphold the dismissal of an ERISA lawsuit challenging Northrop Grumman Corp.’s use of 401(k) forfeitures, arguing that the Employee Retirement Income Security Act and other longstanding federal guidance has consistently permitted employers to use forfeited retirement plan assets to offset future…
By Josh Katzowitz, WCI Content Director <!– M7 first car was a 1984 Chevy Cavalier hand-me-down from my grandparents. They gave it to me for free, complete with a slightly rusting exterior, an air conditioning system that was beginning to fail, and a push-button radio that most certainly did not come with a subwoofer or…
Welcome everyone! Welcome to the 498th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Christine DeMao. Christine is the Chief Operating Officer of Gibson Capital, an RIA based in Wexford, Pennsylvania, that oversees approximately $3 billion in assets under management for 200 client households. What’s unique about Christine, though, is…
Wall Street’s record-setting start to the week ran into two familiar sources of volatility: the artificial intelligence trade and oil. The Dow Jones Industrial Average on Monday closed above 53,000 for the first time ever before renewed U.S.-Iran tensions erased those gains, leaving the blue-chip index down 0.5% for the week. Chip stocks — once…