News Roundup (677)
Investors’ Collecting Hobbies Present Financial Planning Challenges
- Saturday, 23 February 2013
- News Roundup
- Written by IAW News
Among individuals and families with more than $1 million in investable assets, approximately 20% have collections that should be inventoried and insured, reports Reuters.
Read more...BoA Targets Mass Affluent with Financial Planning
- Saturday, 23 February 2013
- News Roundup
- Written by IAW News
Bank of America has launched Merrill Edge Roadmap, which is a financial planning service that matches the firm’s 1.6 million mass affluent clients with Merrill Financial Solutions Advisors, reports AdvisorOne.com.
Read more...Wells Fargo Posts Strong Year for Advisor Recruitment
- Saturday, 23 February 2013
- News Roundup
- Written by IAW News
Last year was the second-best year for Wells Fargo’s efforts to recruit advisors for its Advisors Financial Network, which caters to independents.
Read more...CNN Directs Readers to FPA Advisor Directory
- Friday, 08 February 2013
- News Roundup
- Written by IAW News
A recent CNN article that explains different compensation models used by financial advisors is directing readers to the Financial Planning Association Planner Search website.
Read more...MF Global Clients to Recoup 93% of Lost Assets
- Saturday, 02 February 2013
- News Roundup
- Written by IAW News
A settlement that will return 93% of MF Global clients’ assets that were lost when the company collapsed in 2011 has been approved by a bankruptcy judge, reports the New York Times.
Read more...Clients Trust Advisors More Than Financial Firms
- Saturday, 02 February 2013
- News Roundup
- Written by IAW News
Clients view their advisors more favorably than the financial firms that advisors represent, reports Financial Advisor.com.
Read more...Fee Based Advisor AUM to Climb Nearly 100%
- Sunday, 27 January 2013
- News Roundup
- Written by IAW News
Assets under management for fee-based advisors are expected to climb to $5.2 trillion by 2017, which would be nearly a 100% increase from 2011, reports LifeHealthPro.com.
Read more...Advisor Sent to Jail for Defrauding Investors, Faking Suicide
- Sunday, 27 January 2013
- News Roundup
- Written by IAW News
Aaron Travis Beaird of Enumclaw, Wash., has been sentenced to seven years in prison for defrauding investors, including fellow church members, after his failed effort to elude authorities by faking his suicide, reports FinancialAdvisor.com.
Read more...Online Investment Services Threaten Advisors
- Sunday, 27 January 2013
- News Roundup
- Written by IAW News
Ric Edelman, chief executive of The Edelman Financial Group, says online financial platforms may one day become the preferred method for younger Americans to get investment advice, reports InvestmentNews.
Read more...Raymond James’ New Payout Grid
- Saturday, 19 January 2013
- News Roundup
- Written by IAW News
Raymond James has launched a new payment grid that seeks to be product neutral, simple, transparent and unlike most other broker-dealers, reports InvestmentNews.
Read more...
Most Read
-
-
Feb 21 2011
-
Written by Administrator
Add us to your Safe Sender list: We want to…
-
-
-
Nov 07 2012
-
Written by Administrator
Progressive Media Group Subscription Agreement This agreement states the general…
-
-
-
Dec 16 2013
-
Written by PLP Staff
The challenge of working with clients during a soaring bull…
-
-
-
Mar 09 2013
-
Written by Staff Writer
While market bulls are understandably cheering the ongoing equity rally…
-