News Roundup (677)
Advisor Who Stole from Spurs Star Tim Duncan Gets Jail Time
- Friday, 07 July 2017
- News Roundup
- Written by PFA News
Charles Banks IV has been sentenced to four years in jail over wire fraud charges. So reports KSAT.
Read more...Investopedia Identifies Top 100 Advisors
- Friday, 07 July 2017
- News Roundup
- Written by PFA News
Investopedia ranked the 100 most influential financial planners. The top three are Josh Brown, CEO of Ritholtz Wealth Management, Michael Kitces, director of wealth management at Pinnacle Advisory Group, and Marguerita M. Cheng is the CEO at Blue Ocean Global Wealth. Read more...
Employers Increasingly Embracing Financial Wellness Programs
- Monday, 19 June 2017
- News Roundup
- Written by PFA News
In a new study by Charles Schwab, 52% of employers say they either provide financial wellness programs or are seriously considering doing so, reports Benefit News. Read more...
Survey: 68% Who Use An Advisor Feel Financially Secure
- Sunday, 04 June 2017
- News Roundup
- Written by PFA News
In a recent study by Northwestern Mutual, 68% of survey respondents who use a financial advisor said they feel very financially secure. So reports Financial Advisor.
Read more...Raymond James Buys Scout Investments
- Tuesday, 02 May 2017
- News Roundup
- Written by PFA News
Raymond James has purchased asset manager Scout Investments for $172.5 million from UMB Financial. So reports the Tampa Bay Times. Read more...
Advisor Creates 'Society' for Training and Fostering Ethics
- Tuesday, 02 May 2017
- News Roundup
- Written by PFA News
Carl Richards of Park City, Utah, has launched the Society for Real Financial Advisors, which is a website dedicated to helping advisors better serve their clients. So reports Wealth Management. Read more...
Trump May Keep Yellen as Fed Chief
- Saturday, 15 April 2017
- News Roundup
- Written by PFA News
Despite widespread expectations that Donald Trump would impose his own influence on the Federal Reserve by appointing his own chairperson, the president recently told reporters that Fed Chairwomen Janet Yellen “isn’t toast.” So reports Reuters. Read more...
Salesforce Launches Advisor CRM Powered by Artificial Intelligence
- Saturday, 01 April 2017
- News Roundup
- Written by PFA News
Salesforce has just launched an artificial intelligence CRM system for advisors that it has branded as Financial Services Cloud Einstein. So reports CRM Buyer.
Read more...Voya Taps New Head of Sales
- Saturday, 18 March 2017
- News Roundup
- Written by PFA News
Voya Financial Advisors, which is the retail broker-dealer of Voya Financial, has hired Michael Maghini as national sales manager. So reports HartfordBusiness.com. Read more...
Ex-Brokers Sentenced to 7 Years for Ponzi Scam
- Saturday, 18 March 2017
- News Roundup
- Written by PFA News
Patrick Churchville, who pleaded guilty last summer to various counts of wire fraud and one count of tax fraud as part of a $21 million Ponzi scam involving more than 100 clients, has been sentenced to seven years in jail. So reports Financial Planning. Read more...
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