Life/Health Weekender

Jun 10, 2026

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Life/Health Weekender

News

Janney Names Inaugural Chief Strategic Initiatives Officer

By Rob Burgess

In his newly created role, Frank van Etten will report directly to CEO Tony Miller.

News

SEC Warns Advisors on Conflicts in Cash Management, Fees

By Melanie Waddell

A new risk alert points to deficiencies found during advisor exams.

News

'Medicare' May Still Pay 89% of Promised Benefits if It Goes Broke

By Allison Bell

But the new trustees report shows payroll tax revenue at the hospitalization trust fund was weak.

News

Half of $5M Investors Found Their Advisor Without a Referral: Survey

By Michael S. Fischer

Only 31% of investors with at least $5 million found an advisor based solely on a referral, Ficomm Partners reports.

News

Inmate Who Siphoned $11M From Schwab Account Has Escaped: FBI

By Dinah Wisenberg Brin

Arthur Lee Cofield had been convicted of stealing a wealthy Schwab client's identity while in prison.

News

FINRA Suspends Ex-Merrill Rep for Charging Personal Expenses on Firm Credit Card

By Melanie Waddell

Melacknesh Belay Igwe submitted inaccurate expense reports, an order states.

Resources

Supply, Demand, and the U.S. Multifamily Housing Shortage

Sponsored by: Grubb Properties

The U.S. multifamily market is at a critical inflection point. As new supply dwindles and demand remains strong, discover the key trends shaping investment strategy and performance in 2026 and beyond.

WEBCAST DATE: June 16, 2026

NextGen Client Engagement: Planning Strategies to Capture Millennials and Gen Z

eMoney

Are you prepared to meet the next generation where they are? This webcast provides a clear roadmap for transforming your practice to thrive in the era of the Great Wealth Transfer.

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