Financial Services Institute (FSI) Comment On Regulatory Notice 26-06

Intuit argued certification should be denied because individual issues, such as why each user signed up, what advertising they saw, and how they understood the term “simple return,” would overwhelm any common issues. Justice Leiper disagreed, finding that liability turns on Intuit’s own conduct and representations rather than on each user’s individual experience. As the…

Amy C. O’Hara is a partner with the law firm of Littman Krooks LLP. Amy’s practice is focused in the areas of estate planning and administration, trust administration, guardianships, special needs planning, personal injury settlement consulting, elder law and veterans’ benefits. Amy has been accredited by the U.S. Department of Veterans Affairs to present and…

Westend61 | Westend61 | Getty Images A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. Battles over aging parents and their fortunes are becoming increasingly common in wealthy families, with some requiring…

Zscaler stock soared on Thursday after the cloud security company beat Wall Street’s fiscal fourth-quarter estimates as rising artificial intelligence risk spurred urgent demand for cyber tools. Here’s how the company performed compared to LSEG estimates: Earnings per share: $1.19 adjusted vs. $1.09 expected Revenue: $898 million vs. $877 million expected Revenue jumped 25% from…

A worker inspects a toilet unit at a Toto Ltd. plant in Kitakyushu, Fukuoka Prefecture, Japan, on Thursday, May 28, 2026. Bloomberg | Bloomberg | Getty Images At a time when investor attention has been on the semiconductor industry, some hidden gems with businesses quite dissimilar to high tech have turned out to be market…

That pushback mattered. The fund’s claimed payout, as of October 31, 2024, tacked a default fee of $1,500, a three-month penalty of $2,547.45, a demand-letter charge of $1,500 and several smaller statement, discharge, processing and insurance-related fees onto the outstanding balance and interest owed. Justice Callaghan found many of those charges contrary to section 8…