News Roundup (677)
Motivational Speaker Tony Robbins Backs Out of Deal With Advisory Firm
- Thursday, 11 December 2014
- News Roundup
- Written by PFA News
Shortly after publishing a book on investing, highly popular coach and motivational speaker Tony Robbins has backed out of tentative plans to become a partner with advisory firm Stronghold Financial. So reports ThinkAdvisor.
Read more...High Rate of Hedge Funds Closures Continues
- Friday, 05 December 2014
- News Roundup
- Written by PFA News
During the first six months of this year, 461 hedge funds were closed, which is a pace that would make it the worst year since 2009, according to Hedge Fund Research Inc. So reports Bloomberg.
Read more...Focus on Values Rather Than Goals
- Friday, 05 December 2014
- News Roundup
- Written by PFA News
Financial advisors would be well served to focus on clients’ values and then use those values when assessing investors’ goals rather than simply accepting individuals’ initial financial desires. So reports Forbes.
Read more...Investors Dismiss the Value of Advisors: Study
- Friday, 28 November 2014
- News Roundup
- Written by PFA News
In a recent study by State Street’s Center for Applied Research, 93% of survey respondents say they would be better off making their own financial decisions. Meanwhile, two thirds maintain that their best investment actions resulted from their own decisions. So reports MainSt.
Read more...Ferguson Advisors Used Emergency Plans Prior to Grand Jury Decision
- Friday, 28 November 2014
- News Roundup
- Written by PFA News
Financial advisory firms located near Ferguson, Mo., implemented business contingency plans in anticipation that a jury decision to not indict a police officer in the fatal shooting of Michael Brown could incite riots. So reports FA Insights.
Read more...Many Millennials Have Financial Plans, But Lack Confidence in Retirement Savings
- Friday, 28 November 2014
- News Roundup
- Written by PFA News
In a recent study for the Nationwide Retirement Institute, 64% of millennials, or those aged 18 to 35, said they have financial plans. Yet, 68% said they aren’t investing sufficient assets to achieve the type of retirement they envision. So reports insurancenewsnet.
Read more...How to Capture Assets Outgrowing Robo-Advisors
- Friday, 28 November 2014
- News Roundup
- Written by PFA News
Sooner or later, many investors will outgrow their robo-advisors, so traditional advisors should position themselves to capture assets flowing out of the online-advice providers. So reports ThinkAdvisor.
Read more...Tips For Quitting Your Job
- Friday, 28 November 2014
- News Roundup
- Written by PFA News
It’s important to know how to quit your job when moving to a new firm. So reports On Wall Street.
Read more...Wells Fargo Advisors Recruits $1B JP Morgan Team
- Saturday, 15 November 2014
- News Roundup
- Written by PFA News
Wells Fargo Advisors has recruited Mike Reed, Zach Gates and Eli Strait who collectively managed $972 million at JP Morgan Private Bank. So reports Reuters.
Read more...Broker Must Pony Up $74M After Committing Stock Fraud
- Saturday, 15 November 2014
- News Roundup
- Written by PFA News
Robert Grabowski of Staten Island has been ordered to shell out $50 million in ill-gotten gains and $24 million in restitution for his role in an international $140 million stock scam, according to a sentencing memorandum. So reports the Staten Island Advance.
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