News Roundup (677)
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.
Read more...Wells Fargo Agrees to Racial-equity Audit by D.C. Law Firm
- Saturday, 17 September 2022
- News Roundup
- Written by PFA News
Wells Fargo, which has faced several accusations related to race and racial inequity, has agreed to a third-party racial-equity audit. So reports Banking Dive.
Read more...Ed Jones OK with Paying Women Less: Lawsuit from Ex-FA
- Friday, 09 September 2022
- News Roundup
- Written by PFA News
In a class action suit, Blair Zigler, formerly a financial advisor at Edward Jones, is accusing the firm of failing to fix its pay disparity between its male and female employees. So reports Financial Advisor.
Read more...Wall Street Banks Pushing Harder for Return to In-Person Work
- Friday, 09 September 2022
- News Roundup
- Written by PFA News
Before COVID-19, the day after Labor Day marked the return of hustle and bustle to New York City, as workers returned in droves from a slower summer. This year, Wall Street banks are making a harder push to get workers back into the office, emboldened by worker fears of a possible recession. So reports Bloomberg.
Read more...JPMorgan Survey Shows What’s Important to Black and Hispanic Investors
- Wednesday, 24 August 2022
- News Roundup
- Written by PFA News
Sixty percent of Black and Hispanic Americans want an active role in picking the stocks and bonds in their portfolios. That compares to just 46% of white Americans, according to a study from J.P. Morgan Wealth Management. So reports Think Advisor.
Read more...Biden Announces Student Debt Forgiveness Plan
- Wednesday, 24 August 2022
- News Roundup
- Written by PFA News
President Joe Biden announced that millions of Americans are eligible to have federal student loan debt forgiven. So reports CBS News.
Read more...Ohio Enlisting FAs to Help with Opioid Crisis
- Thursday, 25 August 2022
- News Roundup
- Written by PFA News
Ohio has launched Recovery Within Reach, a campaign designed to help financial advisors and the public combat the opioid crisis, which killed more than 68,000 people in the U.S. in 2020. So reports Barron’s.
Read more...90-Year Old FA Who Shot Biz Partner Has Died
- Thursday, 11 August 2022
- News Roundup
- Written by PFA News
Leonard David Bernstein, 90, who was fired from Morgan Stanley on July 1 after he shot his business partner in their Oklahoma City office, has died.
Read more...Ex-FA Sentenced to 22 Years in Jail for Ponzi Scheme
- Wednesday, 10 August 2022
- News Roundup
- Written by PFA News
Former financial advisor Raymond A. Erker was sentenced to 22 years in prison for scheming at least 54 investors. So reports Fox 8.
Read more...FPA Wants 'Financial Planner' to Have Legal Definition
- Thursday, 21 July 2022
- News Roundup
- Written by PFA News
The Financial Planning Association said it will push for the term “financial planner” to have a legal definition, which would require individuals using the designation to meet certain standards. So reports Financial Advisor.
Read more...Most Read
-
-
Feb 21 2011
-
Written by Administrator
Add us to your Safe Sender list: We want to…
-
-
-
Nov 07 2012
-
Written by Administrator
Progressive Media Group Subscription Agreement This agreement states the general…
-
-
-
Dec 16 2013
-
Written by PLP Staff
The challenge of working with clients during a soaring bull…
-
-
-
Mar 09 2013
-
Written by Staff Writer
While market bulls are understandably cheering the ongoing equity rally…
-