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Noah St.Pierre

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How's that dashboard coming for Advisor First? I wrapped up every....

Noah St.Pierre

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How's that dashboard coming for Advisor First? I wrapped up every....

Noah St.Pierre

11:13 PM

How's that dashboard coming for Adviser First? I wrapped up every....

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News

How to build an AI tech stack that works for advisors and clients

Plus, how can a firm integrate and use AI tools compliantly? Experts discussed that and more at Financial Planning's recent Virtual Summit.

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JPMorgan questioned again in court suit about not preventing fraud

Stanley Tulin and his wife, Riki, say they were deprived of more than $19 million by a scam run by their former investment advisors. And <a href="https://www.financial-planning.com/organization/jpmorgan-chase">JPMorgan</a>, they argue in a lawsuit, could have prevented the whole thing.

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Advisor Sentenced For Falsely Touting AI-Powered Hedge Fund to Defraud Investors

Mina Tadrus will spend 30 months in prison after pleading guilty to a scheme that raised over $5.7 million from 31 investors (including many members of the Egyptian-American Coptic Christian community).

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Advisor Sentenced For Falsely Touting AI-Powered Hedge Fund to Defraud Investors

Mina Tadrus will spend 30 months in prison after pleading guilty to a scheme that raised over $5.7 million from 31 investors (including many members of the Egyptian-American Coptic Christian community).

Read More

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