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Financial Advisor IQ
5 小时
Succession Plan Murky for Many FAs Nearing Retirement: Cerulli
More than one-third of financial advisors are planning to retire in the next 10 years, but many of them, particularly those ...
Financial Advisor IQ
5 小时
UBS Adds New Leadership in Northeast
UBS Wealth Management USA has continued its leadership restructuring with the appointment of three executives in the newly ...
Financial Advisor IQ
5 小时
BofA CEO Says He's Sticking Around
Nonetheless, Moynihan — who's 65 and has been serving as the bank's chief since 2010 — added that the bank has been preparing ...
Financial Advisor IQ
5 小时
Morgan Stanley Wealth Mgmt Urges Diversification from U.S. Stocks
Morgan Stanley Wealth Management is warning investors to diversify away from U.S. equities over concerns about the S&P 500 ...
Financial Advisor IQ
5 小时
Transamerica Failed to Disclose Incentives Paid to FAs: SEC
Transamerica was fined $2.9 million for failing to disclose conflicts of interest created by the incentives advisors received ...
Financial Advisor IQ
5 小时
UBS Fined $1.1M over Blue Sheet Data
The industry's self-regulator alleges that, from December 2012 through September 2018, UBS Financial Services submitted some 17,000 blue sheets that either misreported or failed to report certain ...
Financial Advisor IQ
9 个月
SEC Charges Arete, Reps, Compliance Chief over Illegal Securities Sales
The Securities and Exchange Commission has charged two Arete Wealth entities and three of the firm's brokers with fraud as ...
Financial Advisor IQ
1 天
New Schwab CEO Trumpets Gains with Ultra-Wealthy
New Charles Schwab Chief Executive Officer Rick Wurster touted the momentum of a "strong" 2024 and said on Tuesday that the ...
Financial Advisor IQ
1 天
SEC Commissioner Peirce to Lead Crypto Task Force
President Donald Trump 's newly appointed Securities and Exchange Commission acting chairman, Mark Uyeda, announced the ...
Financial Advisor IQ
1 天
Career Federal Employee Is New Acting Secretary of Labor
President Donald Trump has named Vince Micone acting secretary of the Department of Labor, one of dozens of cabinet-level ...
Financial Advisor IQ
1 天
Pennsylvania FA Charged in $20M Fraud Scheme
Scott Mason, 66, of Gladwyne, Pennsylvania, was charged with wire fraud, securities fraud, investment adviser fraud and ...
Financial Advisor IQ
6 天
Wells Fargo Splits Advisory, Manager Fees in UMA Program
The bifurcated fee structure aims to improve transparency in how clients are charged for the various services provided by ...
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