Financial News Update – SEC Approved Financial Advisors

Multimillion-dollar donor-advised fund lawsuit puts spotlight on control risks
Source: InvestmentNews Published on 2026-02-27
Allocate taps advisor demand for fund exposure to OpenAI, Anthropic
Source: InvestmentNews Published on 2026-02-27
From boom to bust: BDC sales tank in the midst of market turmoil for private credit
Source: InvestmentNews Published on 2026-02-27
Fintech bytes: Orion unveils UMH, AI updates for advisors
Source: InvestmentNews Published on 2026-02-27
Legal: Virginia Supreme Court raises bar for overturning FINRA arbitration awards
Source: InvestmentNews Published on 2026-02-27
Block shares surge after mass AI-fuelled layoffs
Source: InvestmentNews Published on 2026-02-27
Latest inflation data comes in hotter than expected. Here is what it means for advisors
Source: InvestmentNews Published on 2026-02-27
Gen Z college students hungry for financial guidance, CFP Board finds
Source: InvestmentNews Published on 2026-02-27
Michigan retiree loses $1 million to fake IRS agent
Source: InvestmentNews Published on 2026-02-27
Maintaining independence in a consolidating industry
Source: InvestmentNews Published on 2026-02-27
How healthcare needs shape retirement and estate planning
Source: InvestmentNews Published on 2026-02-27
Advisor recruiting will be wild!
Source: InvestmentNews Published on 2026-02-27
BlackRock sees global bond revival as labor risks rise and yield opportunities expand
Source: InvestmentNews Published on 2026-02-27
Why wealth, asset managers must rethink what success looks like beyond growth at any cost
Source: InvestmentNews Published on 2026-02-27
Advisor moves: Cresset, Raymond James, LPL add veteran talent
Source: InvestmentNews Published on 2026-02-27