CIRO bars BMO representative who looted two dead clients’ estates
She signed a client’s name, moved $118,000 through hidden accounts and kept less than $2,000

She signed a client’s name, moved $118,000 through hidden accounts and kept less than $2,000

2026-07-21T14:09:01.608Z What is the current rate of inflation? The most recently-published data from the Office for National Statistics revealed prices rose by 2.8% in the 12 months to May 2026. This was the same increase as in the 12 months to April 2026 and a fall from 3.3% in the year to March 2026, when…
Recorded on location at the Wealth Management Edge conference, Zephyr’s Adjusted for Risk podcast features Jim Dickson, CEO and founder of Elevation Point, discussing how financial advisors should approach AI. Dickson argues firms often skip the “unglamorous” but essential work of organizing, codifying, and centralizing data into a warehouse/lake before expecting meaningful AI results. He…
PayPal’s turnaround hinges on a digital rebuild that includes stabilizing the checkout button consumers know today while preparing for a commerce environment in which artificial intelligence agents, digital identity and financial services could change what that button needs to do. During the company’s second-quarter earnings call Tuesday (July 28), PayPal CEO Enrique Lores laid out…
Schrödinger: Surviving, If Not Thriving, In The Tricky AI Drug Discovery Field
Broader equities have performed so well in recent years that the dividends companies pay haven’t kept pace. As a result, the S&P 500‘s average yield is just 1.1% right now. Thankfully, it’s possible to find high-yield dividend stocks that are worth investing in. Here are three examples: Pfizer (PFE +1.27%), Novo Nordisk (NVO +1.86%), and…
With $1.7 trillion tied up in inefficient supply chains, CFOs are making liquidity a core strategy. There’s $1.7 trillion of working capital sitting on the balance sheets of the largest U.S. companies: not locked in failed investments or delayed acquisitions, but trapped in slow receivables, excess inventory, and payment structures designed for a different economic…