News Roundup (677)
Thieves Have Their Eyes on Americans’ Stimulus Checks
- Tuesday, 21 April 2020
- News Roundup
- Written by PFA News
Authorities warned that scammers are trying to grab Americans' stimulus checks. So reports CNBC.
Read more...Ameriprise FA Helping Homeless in Tennessee During Pandemic
- Thursday, 09 April 2020
- News Roundup
- Written by PFA News
Cody Sims, who is an Ameriprise Financial Advisor and Franchise Owner, is helping homeless men, women and children combat the coronavirus and their circumstances. So reports The Chattanoogan.
Read more...Why You Should Be Proud to be a FA
- Sunday, 23 February 2020
- News Roundup
- Written by PFA News
While Hollywood often portrays financial advisors in a less than flattering light—and it can be easy to feel down about the profession—a recent ThinkAdvisor column says there are 17 reasons to feel proud about it.
Read more...Morgan Stanley to Buy E*TRADE for $13B
- Sunday, 23 February 2020
- News Roundup
- Written by PFA News
Morgan Stanley will acquire E*TRADE in an all-stock transaction valued at approximately $13 billion, the companies said in a press release.
Read more...How an Alzheimer's Diagnosis Changed One Advisory Practice
- Saturday, 08 February 2020
- News Roundup
- Written by PFA News
When Douglas MacLean was 23, he began his financial advisory practice with the Barnum Financial Group. Business went well for the next few years until, in 2017, his mother was diagnosed with early onset Alzheimer’s disease.
Read more...New Platform Seeks to Transform Diversity and Inclusion in the Industry
- Saturday, 08 February 2020
- News Roundup
- Written by PFA News
The racial wealth gap is growing wider in America, with whites more likely to own a home than Blacks and Hispanics. For Black Americans, in particular, it is difficult to accumulate wealth. So reports Forbes.
Read more...Stifel Nabs $217M Wells Fargo Trio
- Tuesday, 14 January 2020
- News Roundup
- Written by PFA News
Stifel’s aggressive recruiting push appears to be extending into 2020. So reports On Wall Street.
Read more...LPL Picks Up $460M Team
- Tuesday, 14 January 2020
- News Roundup
- Written by PFA News
Newly-named Twenty Four Wealth Management has joined LPL Financial’s broker-dealer and hybrid registered investment advisor (RIA) platforms and aligned with Stratos Wealth Partners, an existing enterprise firm that supports the operations and growth of LPL-affiliated advisors. The advisors serve more than $460 million in brokerage and advisory assets*. They join from MassMutual Financial Advisors.
Read more...Schwab, TD Ameritrade Deal Could Hurt RIAs
- Wednesday, 11 December 2019
- News Roundup
- Written by PFA News
The proposal by Charles Schwab to acquire TD Ameritrade Holdings in a $26 billion deal would give the resulting combined entity huge control of the custodian industry, which in turn could hurt registered investment advisors’ abilities to offer flexible services. So reports Financial Planning.
Read more...Ken Fisher's Lewd Comments Still Causing Withdrawals
- Friday, 29 November 2019
- News Roundup
- Written by PFA News
Chicago’s police pension fund is yanking $67 million from Ken Fisher’s advisory firm, bringing the total amount of institutional assets that have been pulled from the firm to about $3.9 billion in response to the lewd remarks that the executive made regarding women. So reports Financial Advisor.
Read more...
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