News Roundup (541)
2 Things FAs Hate to Hear from Clients and 3 Things They Like
- Saturday, 13 February 2021
- News Roundup
- Written by PFA News
Northwestern Mutual FA Jacki Purcell says there are three things FAs love to hear and two things they hate. So reports Yahoo! Finance.
Read more...FA Saves Client from Romance Scam
- Saturday, 13 February 2021
- News Roundup
- Written by PFA News
Melissa Weisz, an advisor with RegentAtlantic, is credited with helping prevent one of her clients from being scammed out of more than $40,000. So reports Wealth Management.
Read more...Voya Selling Broker Unit to Cetera
- Saturday, 13 February 2021
- News Roundup
- Written by PFA News
Cetera Financial Group has agreed to buy Voya Financial’s retail brokerage unit. So reports AdvisorHub.
Read more...Texas Advisor Charged With Child Sex Crimes
- Thursday, 28 January 2021
- News Roundup
- Written by PFA News
Gregory Frank Estes is charged with four crimes, including indecency with a child and aggravated sexual assault. So reports Investment News.
Read more...Pandemic Leading to Better Financial Behaviors: Study
- Thursday, 28 January 2021
- News Roundup
- Written by PFA News
The pandemic has had a positive impact on some people’s financial habits, according to a new survey of 1,204 adults from Cleveland-based Key Bank. So reports Financial Advisor.
Read more...Portfolio Manager Charged in Capitol Attack Commits Suicide
- Friday, 15 January 2021
- News Roundup
- Written by PFA News
Christopher Stanton Georgia, 53, a regional portfolio manager with BB&T, was arrested on charges related to the attack on the U.S. Capitol on January 6. He plead not guilty to charges of attempting to unlawfully enter the Capitol and breaking the city’s curfew. So reports Forbes.
Read more...RIAs Speak Out On Terror Attack at Capitol
- Friday, 15 January 2021
- News Roundup
- Written by PFA News
Following the ransacking of the Capitol, which included the murder of a police officer, on January 6, 2021, RIA Biz shared the reactions from RIA business leaders around the country.
Read more...Warren Buffet: Bitcoin is 'Rat Poison Squared'
- Saturday, 02 January 2021
- News Roundup
- Written by PFA News
It is no secret that Warren Buffett, the oracle of Omaha, is not a fan of bitcoin. Yet, the cryptocurrency surged from $17,500 on December 11 o $29,500 on December 31. So reports the USA Herald.
Read more...Franklin Templeton, Apex Clearing and Bambu Launch Tango, a Roboadvisor
- Saturday, 12 December 2020
- News Roundup
- Written by PFA News
Franklin Templeton announced the introduction of Tango, a turnkey roboadvisor designed to empower advisors to provide personalized, goals-based wealth management at scale.
Read more...Wells Fargo Ups 2021 Monthly Compensation Hurdle
- Saturday, 12 December 2020
- News Roundup
- Written by PFA News
Wells Fargo Advisors has boosted the monthly revenue hurdle that brokers must clear in 20201 before they receive higher payouts. So reports ThinkAdvisor.
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