News Roundup

News Roundup (595)

3 Things FAs Can Learn From the Healthcare Industry

What can RIAs learn from the healthcare industry about swift adaptation to change? It is no secret that the COVID-19 pandemic forced sweeping changes in almost every sector of American society, from home life to workplace practices.


Zoe Wins Nerdwallet's 2022 Best Online Financial Advisor Award

Zoe, a digital wealth planning platform that connects clients with interest-aligned financial advisors, was awarded Nerdwallet's 2022 Best Online Financial Advisor.


Jamie Dimon: JPMorgan Won’t Tolerate Unvaxxed Workers in NYC

Jamie Dimon, CEO of JPMorgan Chase, threatened to fire New York-based employees of the bank who are not vaccinated. So reports CBS News.


Morgan Stanley Taking Over BlackRock NYC Headquarters

Morgan Stanley inked a deal to take over office space currently serving as a headquarters for BlackRock employees, according to sources. So reports Bloomberg.


Goldman Sachs to Employees: Stay Home

As the number of COVID-19 cases soar across the country, Goldman Sachs has joined a number of firms telling their employees to stay home and work. So reports CNN.


Financial Compatibility: How FAs Give Newlyweds This Gift

A recent CNBC article provides insights from several financial advisors about how they help newlyweds start out their married life on the right financial footing.


Ric Edelman’s New Show, Podcast to Focus on AI, Crypto, Longevity and More

Ric Edelman previously announced his weekly radio show is ending after 30 years, but he is debuting a new nationally syndicated show and podcast, The Truth About Your Future, in January. So reports Financial Advisor.


Morgan Stanley Makes Adjustments to 2022 Incentives

The core payout grid for Morgan Stanley’s advisors will remain unchanged for the firm’s 16,000 advisors and brokers. However, it is making some tweaks to its incentives. So reports Think Advisor.


Omicron Not Altering Return to Office Plans for JPMorgan, BofA, Wells and Morgan Stanley

Wall Street banks are monitoring the Omicron, the new COVID-19 variant, but not immediately changing their return-to-work plans. So reports Reuters.


Morgan Stanley Boss to Young Workers: You’re Nuts Not to Be in the Office

Morgan Stanley managing director Chris O’Dea told unmarried workers under the age of 35 without kids that they “are nuts not to be in the office all the time.” So reports The New York Post.


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