News Roundup (677)
For Millennials, Avoiding Credit Cards Could Be a Mistake
- Saturday, 14 October 2017
- News Roundup
- Written by PFA News
Many millennials are failing to establish credit histories and enjoy other benefits, such as enhanced fraud protection that are associated with credit cards. So reports CNN. Read more...
Fee-based Planners Also Face Conflicts of Interest
- Saturday, 14 October 2017
- News Roundup
- Written by PFA News
Fee-based planners are often viewed as having fewer conflicts of interest, but challenges exist with all forms of compensation, according to Financial Planning Association President Shannon J. Pike. Read more...
State Street to Pay $5M Over Discrimination Allegations
- Saturday, 14 October 2017
- News Roundup
- Written by PFA News
State Street has agreed to pay $5 million to settle claims that it underpaid female and black employees. So reports CNN. Read more...
Robo-Advisors Increase the Need for Comprehensive Planning
- Saturday, 30 September 2017
- News Roundup
- Written by PFA News
Advisors are increasingly embracing comprehensive financial planning to compete with robo-advisors that offer low fees but typically only provide portfolio management services. So reports Investor’s Business Daily. Read more...
Betterment Joins Forces with Goldman, Blackrock
- Friday, 15 September 2017
- News Roundup
- Written by PFA News
Robo-advisor Betterment has inked deals to have Goldman Sachs and Blackrock to expand the range of investment products that it offers clients. So reports Investopedia.
Read more...Republicans to Present Tax Reform Plan
- Friday, 15 September 2017
- News Roundup
- Written by PFA News
Republicans and the White House expect to announce proposals for tax reform on September 25 that will serve as a starting point for building consensus among legislators. So reports The Hill.
Read more...Advisor Provides Daily Updates After Hurricane Irma
- Friday, 15 September 2017
- News Roundup
- Written by PFA News
After having endured Hurricane Irma, Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, is working to establish communications with clients and offering to help process insurance claims. So reports Financial Planning.
Read more...Digital Platforms Won’t Replace Advisors: Study
- Sunday, 03 September 2017
- News Roundup
- Written by PFA News
A recent study by the World Economic Forum maintains that robo-advisors will change the role of financial advisors, but won’t eliminate the need for the professionals. So reports Wealth Management.
Read more...CFP Board Names Susan John as Chairwoman for 2019
- Sunday, 06 August 2017
- News Roundup
- Written by PFA News
The CFP Board has named Susan John, a former chairwoman of the National Association of Personal Financial Advisors, as its chairwoman for 2019. So reports Financial Planning. Read more...
PWC Agrees to $1M Settlement Over Merrill Audit
- Sunday, 06 August 2017
- News Roundup
- Written by PFA News
PricewaterhouseCoopers has agreed to pay a $1 million penalty to resolve a civil complaint claiming the company’s audit of Merrill Lynch's compliance program was insufficient. So reports Reuters. Read more...
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