Financial Advisor Magazine Part 2 - News
After being with Financial Advisor for 9 months, I've increased my coverage of certain financial institutions and the nuances within the financial services industry. Click the headline to read the article.
Financial Institutions
Financial Institutions
Wells Fargo To Shell Out $9.5M To Settle Financial Advisor Pay Spat
Advisors had filed a motion targeting the company’s commissions and business expense reimbursement programs.
MAY 2018The Number Of Wells Fargo Advisors Drops, But Productivity Is Up
WFA is pleased with its revenue growth and is actively recruiting experienced and new advisor teams.
APRIL 2018Edward Jones Plans Aggressive Growth In 10 Markets
The retail advisory firm says it can support 5,000 more advisors in target big cities.
JUNE 2018African-American Advisor Sues J.P. Morgan For Alleged Discrimination
Francis Abanga says J.P. Morgan pressed him to give up his profitable branches and to work in predominately black Harlem.
JUNE 2018Feature/Profile
A New Advisor Going After Young Chinese Professionals
But the target market may not know what to think of his services.
Advisors Launch Network For Women Advisors
Equita is a platform to bring together like-minded women financial planners.
SheaMoisture Founder Launches $100M Fund For Women Of Color
Businesses owned by women of color have another door to knock on.
529 News
Hackers Take $1.4M From Connecticut 529 Plan
Hackers breached 21 Connecticut Higher Education Trust (CHET) accounts.
JULY 2018When It's Time To Tap The College Savings Plan
You must know the tax implications and the most appropriate methods to withdraw from any college savings vehicle.
AUGUST 2018
Reports
Women Carry Two Thirds Of The U.S.’s Trillion-Dollar Student Debt
The American Association of University Women says college debt is burdening women disproportionately.
JUNE 2018Millennials Marry When Both Partners Are Financially Secure
A Census Bureau study suggests men are now marrying for money too.
JULY 2018
