News Roundup (677)
CFP Credential Yanked from Advisor Caught with Child Porn
- Friday, 19 July 2019
- News Roundup
- Written by PFA News
The Certified Financial Planner Board of Standards has terminated the right of Dale F. Norton Jr. of Newhall, Calif., to use the CFP designation after the advisor was convicted of possessing child pornography. So reports Financial Advisor.
Read more...White House Considers Capital Gains Tax Cut
- Friday, 05 July 2019
- News Roundup
- Written by PFA News
The White House is considering indexing capital gains taxes to inflation which could slash payments to U.S. coffers when securities are sold at a profit. So reports Bloomberg.
Read more...Golf Clubs Once Owned By Warren Buffett Sell for $40,000
- Friday, 14 June 2019
- News Roundup
- Written by PFA News
It seems that even golf clubs touched by Warren Buffett turn to gold, or at least into something as valuable as the precious metal. So reports Fox Business.
Read more...Advisor Creates Niche Among NFL Players
- Friday, 31 May 2019
- News Roundup
- Written by PFA News
Chris Moynes and his southern California-based firm One Capital Management have created a niche among NFL players by working long, unorthodox hours and by giving players honest answers rather than providing responses that clients want to hear. So reports Financial Planning.
Read more...Colleges Add Financial Planning Programs as Advisor Shortage Looms
- Friday, 31 May 2019
- News Roundup
- Written by PFA News
Colleges are increasingly adding financial planning programs, including programs that prepare students for taking the CFP board exam, as a shortage of advisors looms. So reports CNBC.
Read more...Reverence Capital Partners Acquires Advisor Group
- Friday, 10 May 2019
- News Roundup
- Written by PFA News
Reverence Capital Partners will buy a 75% stake in the Advisor Group from the independent broker-dealer’s shareholders. So reports Barron’s.
Read more...Advisors Are Missing Out on Millennial Opportunity
- Friday, 10 May 2019
- News Roundup
- Written by PFA News
According to data from marketing consulting firm Purpose Generation, only 30% of advisors pursue clients under the age of 40, which could be a mistake because Baby Boomer clients are beginning to spend their wealth rather than accumulate assets. So reports Financial Planning.
Read more...Advisor Charged with Murder Released on Bail
- Friday, 26 April 2019
- News Roundup
- Written by PFA News
Financial advisor Gavin Hapgood, who has been charged with murder by Anguilla authorities, has been released from jail and has returned to the U.S. after posting $74,000 for bail. So reports Boston.com.
Read more...Many Women Aren’t Happy with Their Advisors
- Friday, 26 April 2019
- News Roundup
- Written by PFA News
A new survey by New York Life Investments finds that 40% of female respondents believe financial professionals treat women differently than men and that many women feel they have less access to financial education than they should. So reports the Motley Fool.
Read more...Advisor, Praised by Controversial Pastor, Charged with Fraud
- Saturday, 13 April 2019
- News Roundup
- Written by PFA News
Financial advisor W. Neil “Doc” Gallagher, who has been praised by controversial Pastor Robert Jeffress, has been thrown in jail on charges that he used a Ponzi scam to steal $19 million from senior citizens. So reports Religion News.
Read more...
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