News Roundup (677)
Morgan Stanley Snaps Up Tech of Retirement Robo Blooom
- Wednesday, 07 December 2022
- News Roundup
- Written by Administrator
Morgan Stanley has acquired components of the technology of retirement-focused robo advisor Blooom, which recently shuttered. So reports Barron’s.
Read more...LPL Eyes Private Wealth Services
- Thursday, 01 December 2022
- News Roundup
- Written by PFA News
LPL Financial executives have outlined the firm’s plans to move into the private wealth market. So reports WealthManagement.com.
Read more...JPMorgan Boosts Parental Leave to 16 Weeks
- Thursday, 01 December 2022
- News Roundup
- Written by PFA News
JPMorgan Chase has increased the available time off for a birth or adoption of a new child to 16 weeks, regardless of whether the parent is the primary caregiver. So reports Bloomberg.
Read more...FTX Bankruptcy Docs Name JPMorgan, Wells, BofA
- Thursday, 01 December 2022
- News Roundup
- Written by PFA News
FTX Group has listed JPMorgan Chase, Wells Fargo and Bank of America among entities affected by the cryptocurrency exchange’s collapse. So reports FXStreet.
Read more...Fidelity Opens Retail Crypto Trading Platform
- Thursday, 01 December 2022
- News Roundup
- Written by PFA News
Fidelity, which recently announced a waiting list for retail cryptocurrency trading, has now alerted certain users that the service is open for business. So reports The Block.
Read more...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.
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