News Roundup (677)
Merrill Adviser Arrested, Fired After Smoothie Shop Meltdown
- Tuesday, 01 February 2022
- News Roundup
- Written by PFA News
Financial advisor James Iannazzo has been arrested and fired from his job with Merrill Lynch after a tirade at smoothie shop Robeks. So reports The New York Post.
Read more...3 Things FAs Can Learn From the Healthcare Industry
- Thursday, 13 January 2022
- News Roundup
- Written by PFA News
What can RIAs learn from the healthcare industry about swift adaptation to change? It is no secret that the COVID-19 pandemic forced sweeping changes in almost every sector of American society, from home life to workplace practices.
Read more...Zoe Wins Nerdwallet's 2022 Best Online Financial Advisor Award
- Thursday, 13 January 2022
- News Roundup
- Written by PFA News
Zoe, a digital wealth planning platform that connects clients with interest-aligned financial advisors, was awarded Nerdwallet's 2022 Best Online Financial Advisor.
Read more...Jamie Dimon: JPMorgan Won’t Tolerate Unvaxxed Workers in NYC
- Thursday, 13 January 2022
- News Roundup
- Written by PFA News
Jamie Dimon, CEO of JPMorgan Chase, threatened to fire New York-based employees of the bank who are not vaccinated. So reports CBS News.
Read more...Morgan Stanley Taking Over BlackRock NYC Headquarters
- Sunday, 02 January 2022
- News Roundup
- Written by PFA News
Morgan Stanley inked a deal to take over office space currently serving as a headquarters for BlackRock employees, according to sources. So reports Bloomberg.
Read more...Goldman Sachs to Employees: Stay Home
- Sunday, 02 January 2022
- News Roundup
- Written by PFA News
As the number of COVID-19 cases soar across the country, Goldman Sachs has joined a number of firms telling their employees to stay home and work. So reports CNN.
Read more...Financial Compatibility: How FAs Give Newlyweds This Gift
- Friday, 03 December 2021
- News Roundup
- Written by PFA News
A recent CNBC article provides insights from several financial advisors about how they help newlyweds start out their married life on the right financial footing.
Read more...Ric Edelman’s New Show, Podcast to Focus on AI, Crypto, Longevity and More
- Friday, 03 December 2021
- News Roundup
- Written by PFA News
Ric Edelman previously announced his weekly radio show is ending after 30 years, but he is debuting a new nationally syndicated show and podcast, The Truth About Your Future, in January. So reports Financial Advisor.
Read more...Morgan Stanley Makes Adjustments to 2022 Incentives
- Friday, 03 December 2021
- News Roundup
- Written by PFA News
The core payout grid for Morgan Stanley’s advisors will remain unchanged for the firm’s 16,000 advisors and brokers. However, it is making some tweaks to its incentives. So reports Think Advisor.
Read more...Omicron Not Altering Return to Office Plans for JPMorgan, BofA, Wells and Morgan Stanley
- Friday, 03 December 2021
- News Roundup
- Written by PFA News
Wall Street banks are monitoring the Omicron, the new COVID-19 variant, but not immediately changing their return-to-work plans. So reports Reuters.
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