News Roundup (677)
American Financial Vulnerability Detailed in New Schwab Survey
- Tuesday, 25 August 2020
- News Roundup
- Written by PFA News
As COVID-19 has extended beyond a health crisis into an economic crisis as well, it has exposed how financially vulnerable many Americans are. That’s according to a new Charles Schwab Financial Literacy Survey conducted by The Harris Poll.
Read more...How the Pandemic is Reshaping Clients’ Expectations
- Saturday, 08 August 2020
- News Roundup
- Written by PFA News
Patti Brennan and Joseph Coughlin say the COVID-19 pandemic has changed the way financial advisors interact with clients now and for years to come. Brennan is the co-chief executive officer of Key Financial and Coughlin is the director of Massachusetts Institute of Technology AgeLab. So reports Forbes.
Read more...NFLPA Adds Morgan Stanley to Its Financial Advisor Network
- Saturday, 08 August 2020
- News Roundup
- Written by PFA News
Morgan Stanley and the National Football League Players Association have announced an agreement that will see the firm offer the union’s members help with expanding their investments during and after their sports careers. So reports CNBC.
Read more...Which FAs Received PPP Loans?
- Wednesday, 29 July 2020
- News Roundup
- Written by PFA News
Of the firms that received loans from the Paycheck Protection Program (PPP) exceeding $150,000, more than a thousand are financial advisors. That’s according to data from Small Business Administration and Department of Treasury. So reports Forbes.
Read more...Wells Fargo Bars TikTok Amid Growing Concerns About the App
- Tuesday, 14 July 2020
- News Roundup
- Written by PFA News
Wells Fargo recently banned its employees from downloading and using the popular social media apps on its company equipment. So reports Investment News.
Read more...Edward Jones Nabs Top Spot for Customer Experience: Forrester
- Monday, 22 June 2020
- News Roundup
- Written by PFA News
Edward Jones ranked No. 1 among investment firms for customer experience in The US Customer Experience Index, 2020. This is the fifth consecutive year the firm has received the highest spot on the CX Index among investment firms from Forrester Research, an independent research firm.
Read more...Customer Suicide Prompts Changes at Robinhood
- Monday, 22 June 2020
- News Roundup
- Written by PFA News
Robinhood is making multiple changes in the wake of the suicide of one of its customers who suffered massive losses. So reports CNBC.
Read more...More Young Adults Seeking a Financial Advisor Due to Pandemic
- Wednesday, 10 June 2020
- News Roundup
- Written by PFA News
A new survey from Northwestern Mutual finds that about one in five respondents younger than Baby Boomers did not have a financial advisor before the pandemic but want their advice now. So reports Financial Advisor.
Read more...Ex-LPL Advisor Jailed for Repeatedly Contacting Victim He Assaulted
- Wednesday, 27 May 2020
- News Roundup
- Written by PFA News
David Arthur Wismer III, a former LPL Financial advisor who was on probation after a 2018 conviction of sexual assault on a child by one in a position of power, is heading to jail for contacting the victim repeatedly. So reports Financial Planning.
Read more...Goldman Sachs Delays Advisor Hiring Push
- Wednesday, 27 May 2020
- News Roundup
- Written by PFA News
Goldman Sachs has delayed its plans to expand its wealth management services. So reports Advisor Hub.
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