LPL Claims Hackers Accessed Client Accounts Through Advisors’ Devices
LPL reports that malware from phishing led to unauthorized transactions in client accounts.
Author: saubio
Saubio means - Good Life, stands for the good things in life, Health, Wealth and Information to help us all succeed and have our own personal success in life.
Six Wealth Firms That Avoid Cliché Branding
A study by the public relations firm Gregory examed 100 financial advisory practices for originality in branding. Only six scored higher than 8 on a scale of 1 to 10.
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Savvy Wealth Unveils Agentic AI Platform for Financial Advisors
Savvy Wealth introduces Savvy Intelligence, an AI-driven platform integrating client data to streamline financial planning and advisory services.
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7 Subtle Signs You’re Dating for Validation, Not Connection
For a long time, I thought I was doing everything right in dating. After getting out of an eight-year relationship—and then a rebound that emotionally wrecked me in ways I didn’t fully process for at least a couple years—I spent the next few years in a strange in-between. In theory, I was putting myself out […]
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Want to Live Longer? Start Flossing Your Teeth
There’s no shortage of hacks, snacks, and habits that purportedly help you stay healthier for longer. But while we’re busy chasing cutting-edge upgrades—from cold plunges and greens powders to living by the gospel of your Oura ring—we tend to miss out on less sexy yet still powerful tweaks that have been shown to meaningfully move […]
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Stifel CEO Mulls AI Hopes, Concerns Amid Q1 Revenue Jump
Ron Kruszewski spoke about AI and other topics during the firm’s first-quarter earnings call and in the wake of a potential settlement in a FINRA arbitration dispute that resulted in a $133 million penalty.
Carson CCO Departs to Take President Role at CreativeOne
James Clements will be replaced by Kristin Streff, who joins Carson from First National Bank of Omaha.
It’s Nia Long’s Moment—Again
“In writing this memoir, I realized the impact that experience had on my own view of beauty,” she says. “And my own self-acceptance of being a pretty brown-skinned little girl growing up in Iowa. I thought I was beautiful because my mother said it and my family said it, but the world told me something […]
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Former Atria Advisor Charged with Alleged $1.7M Scheme
Jeffrey Higgins allegedly defrauded clients by purchasing stock with their funds, reselling the shares and pocketing the profits, according to the DOJ.
For Some Women, Weight-Loss Drugs Are a Secret They Keep From Their Partners
The first time Caroline went on Wegovy, it wasn’t a secret: She told her boyfriend, mother, and close friends. Over the course of six months, they watched as she shed 30 pounds, going from 130 back to what she calls her “healthy original weight” of 100 pounds. Even still, her loved ones worried about the […]
Continue ReadingIconiq, Go-To Wealth Advisor for Tech’s Elite, Is Putting Billions Into AI
Iconiq Capital bets big on AI startups, investing billions in Anthropic and others to reshape industries and drive global innovation.
How Taking a GLP-1 Could Affect Your Bone Health
When it comes to treating obesity, type 2 diabetes, and other chronic health conditions, GLP-1 agonist drugs–such as Ozempic, Zepbound, and Wegovy–have been a gamechanger for literally millions of Americans. But as with any medication, these drugs can deliver unwelcome side effects. And a recent study that just garnered a bunch of attention raised the […]
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