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Wells Fargo repays clients $40 million for excessive investment advice fees

Wells Fargo for years didn't honor fee agreements between some financial advisors and their clients, the SEC said Friday.

1 year ago

Demystifying IPOs: A Guide to Initial Public Offerings

An IPO can be a monumental leap that often marks a significant turning point in a company’s trajectory. It’s a journey that can demand meticulous planning, careful consideration of benefits and risks, and a nuanced understanding of the intricacies involved. … Continue reading

1 year ago

Amid a return to office push, it's still possible for workers to get flexible schedules. 'Think about it like a salary negotiation,' expert says

As companies strive to get workers back to the office, that doesn't have to mean the end of Covid-era flexibility, experts say. These negotiation tips can help.

1 year ago

Financial Fraud Prevention: Legal Strategies for Combatting Cybercrime and White-Collar Offenses

Aug 25, 2023 In today's rapidly evolving digital world, financial fraud has emerged as one of the most significant threats facing individuals, businesses, and nations alike. With technological advancements come new opportunities for malicious actors to exploit systems and take advantage of unsuspecting victims. Canada, being a prominent global economy, is no stranger to these


The post Financial Fraud Prevention: Legal Strategies for Combatting Cybercrime and White-Collar Offenses first appeared on National Crowdfunding & Fintech Association of Canada.

1 year ago

Key Insights and Trends from Citi’s Payments Survey

Payments Survey Results | Aug 25, 2023 Citi's latest survey unveils the transformative trends in the payments landscape, highlighting fintechs' rising dominance and the pivotal challenges and opportunities awaiting traditional banks. In today's dynamic financial landscape, deciphering the trajectory of payment trends is paramount for both businesses and financial institutions. Citi's Treasury & Trade Solutions


The post Key Insights and Trends from Citi’s Payments Survey first appeared on National Crowdfunding & Fintech Association of Canada.

1 year ago

Longevity is challenging people to reimagine their later years. One age cohort is 'carrying the most stress and burden,' research finds

As people live longer lives, there is a new emphasis on wealth and health. But not all generations are feeling fully prepared, research finds.

1 year ago

Tornado Cash Founders Charged in Billion-Dollar Cryptocurrency Laundering Scheme

AML | Aug 24, 2023 In a significant crackdown on cryptocurrency-related crimes, the U.S. authorities have charged the founders of Tornado Cash, a cryptocurrency mixing service, for their alleged involvement in laundering over $1 billion, including funds for North Korean hackers. The founders of Tornado Cash, Roman Storm from Washington state and Roman Semenov, a


The post Tornado Cash Founders Charged in Billion-Dollar Cryptocurrency Laundering Scheme first appeared on National Crowdfunding & Fintech Association of Canada.

1 year ago

Here's where the Republican presidential candidates stand on student loan forgiveness

CNBC reached out to contenders for the GOP presidential nomination to get their views on student loan forgiveness.

1 year ago

There's no 'free lunch' with high-interest cash options, advisor says. How to plan for taxes

Savers are now getting higher cash yields after interest rate hikes. But taxes on those earnings could be a surprise, experts say. Here's how to prepare.

1 year ago

75% of people ages 50 and up worry Social Security will run out of money in their lifetimes, survey finds

Negative headlines about Social Security's future may influence the retirement benefit decisions people make. Here's what experts say to focus on instead.

1 year ago

75% of people age 50 and up worry Social Security will run out of money in their lifetimes, survey finds

Negative headlines about Social Security's future may influence the retirement benefit decisions people make. Here's what experts say to focus on instead.

1 year ago

31% of investors are OK with using artificial intelligence as their advisor

Nearly 1 in 3 investors are comfortable implementing financial advice from a generative AI program without verifying it first, a CFP Board poll found.

1 year ago

Small business confidence is tanking again, especially in banks and Biden

Main Street confidence is back at an all-time low, with notable sentiment drops related to President Biden and big banks, according to CNBC, SurveyMonkey data.

1 year ago

81% of full-time workers want a 4-day work week – and they’re willing to make sacrifices to get it

Workers want a flexible schedule – and a four-day work week is at the top of their wish lists, according to a new survey from Bankrate.

1 year ago

Even actor Dax Shepard feels ‘out-of-hand financial insecurity.’ Here’s how one advisor says you should handle that kind of stress

On a recent episode of his podcast, actor Dax Shepard said he feels "out-of-hand financial insecurity" amid the Hollywood strike.

1 year ago