News Roundup (677)
RIAs, Discount Brokers Expected to Build Market Share
- Friday, 16 August 2013
- News Roundup
- Written by Chris Frankie
A survey by the Aite Group has concluded that registered investment advisors and discount brokers are likely to capture additional marketshare from wirehouses during the next four months. So reports InvestmentNews.
Read more...Financial Advisors Gets 4-Year Prison Sentence
- Sunday, 04 August 2013
- News Roundup
- Written by PFA News
Thomas Redmond Jr., who has been convicted for scamming more than $580,000 from 10 people, has been sentenced by the Marion Superior Court Judge Mark Stoner to four years in jail. During that time he will be required to teach financial planning to fellow inmates. So reports the Indystar.com.
Read more...LearnVest Raises an Additional $16.5M
- Sunday, 04 August 2013
- News Roundup
- Written by PFA News
LearnVest, which seeks to bring financial planning to the masses with a combination of technology and certified financial planners, recently raised $16.5 million in financing.
Read more...Financial Impact of Illness a Bigger Concern Than Death
- Sunday, 04 August 2013
- News Roundup
- Written by PFA News
Workers aged 40 to 50 are more likely to fear the financial impact of a critical illness than death. So reports USA Today.
Read more...Men More Likely Than Women to Trust Female Planners
- Sunday, 04 August 2013
- News Roundup
- Written by PFA News
Men are typically more willing to hire women financial planners than their female counterparts, according to a poll sponsored by 60 Minutes and Vanity Fair. So reports Financial-Planning.com.
Read more...GAO Wants Higher Bar for Accredited Investors
- Friday, 19 July 2013
- News Roundup
- Written by PFA News
A recent Government Accountability Office report says the definition of an accredited investor should be made more stringent. So reports Reuters.
Read more...Private Equity Firms Invests $216M in Focus Financial Partners
- Friday, 19 July 2013
- News Roundup
- Written by PFA News
Private equity firm Centerbridge Capital Partners has invested $216 million in Focus Financial Partners. So reports Financial Advisor.
Read more...Charitable Giving an Opportunity for Advisors
- Friday, 19 July 2013
- News Roundup
- Written by PFA News
Charles Schwab and Fidelity clients donated a total of $1.5 billion to charitable causes during the first six months of this year, reports Financial-Planning.com.
Read more...Younger Investors Feel Neglected by Advisors
- Tuesday, 09 July 2013
- News Roundup
- Written by PFA News
Based on a recent Cerulli Associates survey, 80% of investors under age 40 believe they are not getting sufficient help from their advisors, reports Financial-Planning.com.
Read more...Online Advisor Gets New Round of Funding
- Tuesday, 09 July 2013
- News Roundup
- Written by PFA News
Online financial planning service SigFig recently secured $15 million in funding, reports TechCrunch.com.
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