News Roundup (634)
Wells Fargo Under Pressure to Pay $1B Over Consumer Abuses
- Wednesday, 09 November 2022
- News Roundup
- Written by PFA News
The Consumer Financial Protection Bureau has been pushing Wells Fargo toward what would be a record settlement of more than $1 billion over consumer abuses. So reports Bloomberg.
Read more...UBS Restructures in Pursuit of Ultra-Wealthy
- Wednesday, 09 November 2022
- News Roundup
- Written by PFA News
UBS is overhauling its wealth management structure as the company follows ultra-wealthy clients to regions like Florida and Texas. So reports Advisor Hub.
Read more...Wells Fargo Stays the Course in New Advisor Comp Plan
- Wednesday, 09 November 2022
- News Roundup
- Written by PFA News
Wells Fargo has stuck to its guns with its newly unveiled 2023 compensation plan for financial advisors. So reports Barron’s.
Read more...Are Financial Advisors Ready to Talk About Touchy Subjects?
- Wednesday, 26 October 2022
- News Roundup
- Written by PFA News
Financial planning software provider eMoney Advisor has announced new research that pinpoints what it describes as a disconnect between financial advisors and end clients.
Read more...Goldman’s Asset, Wealth Management Units to Merge Again
- Tuesday, 25 October 2022
- News Roundup
- Written by PFA News
People familiar with the matter have revealed Goldman Sachs’ plans to bring its asset management and wealth management units back together. So reports Bloomberg.
Read more...Merrill Boasts Best Recruiting Quarter in More Than a Decade
- Wednesday, 26 October 2022
- News Roundup
- Written by PFA News
Merrill Lynch Wealth Management president Andy Sieg said that the quarter ending September 30, marked the wirehouse brokerage’s “strongest recruiting quarter in over a decade.” So reports Advisor Hub.
Read more...Citizens Plans to Hire 200 Financial Advisors
- Thursday, 13 October 2022
- News Roundup
- Written by PFA News
Citizens Financial has announced that it plans to hire 200 financial advisors as part of an expansion of its wealth management offering. So reports Barron’s.
Read more...Edward Jones Scraps Bank Bid
- Thursday, 13 October 2022
- News Roundup
- Written by PFA News
Edward Jones has dropped its application to launch a Utah-based industrial bank, according to a regulatory filing. So reports Banking Dive.
Read more...How FAs Can Fight Stress
- Monday, 03 October 2022
- News Roundup
- Written by PFA News
Financial advisors are more stressed out than their clients, according to a new study from the Financial Planning Association. More specifically, 71% of advisors are stressed out, while 63% of clients admit to feeling high or moderately stressed. So reports U.S. News & World Report.
Read more...Despite Downturn, Americans Still Charitable: Edward Jones
- Monday, 03 October 2022
- News Roundup
- Written by PFA News
The majority of American adults (68%) intend to donate a similar amount of money to charity this year as they did in 2021 despite the current economic uncertainty, according to a new study conducted by financial services firm Edward Jones with Morning Consult.
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