Chesapeake Investment Planning is based on an island in the bay.
Joseph Pratt of Conshohocken, Pa., used private information from clinical trials.
New Jersey-based firm brings $200 million in assets.
Strong Investment Management had been charged with fraud in a "cherry-picking" scheme.
Faulty comparisons led consumers to swap annuities to their disadvantage, the state charged.
Principals of Wellesley firm recommended buying stock of company in which they had an interest.
Investors cannot wait for the lawsuits to work their way through the courts.
Financial planning has helped improve the lives of Americans.
A recent decision by the 9th U.S. Circuit Court of Appeals allows Charles Schwab Corp. to force its employees to arbitrate disputes about the company's 401(k) plan.
Sage Future Financial marks Mercer's move into New Mexico.
