FPA's New President-Elect: 'We Must Better Reflect the People We Serve'
The FPA’s new president-elect, Pamela Sandy, wants to help create a more diverse face of the advisory profession, raise the organization’s profile among lawmakers and build a culture at the organization to attract a new generation of planners.
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Deutsche Bank's asset and wealth management unit is in growth mode in the U.S., hiring a string of managers and advisors. more »
Deutsche Bank, Germany’s largest lender, is relying on its money-management businesses to bolster growth, said Michele Faissola, the unit’s head. more »
Merrill Lynch lured away two advisors from Barclays Capital, where they managed a combined $285 million in assets. more »
Deutsche Asset & Wealth Management, in partnership with CAIA, will now require its employees in its retail distribution arm to enroll in CAIA's fundamentals of alternative investment certification program. more »
A former J.P Morgan advisor team that managed $1.5 billion in client assets has left the firm to join Wells Fargo Advisors. more »
The world’s biggest bond dealers, including JPMorgan Chase & Co. and Morgan Stanley, failed to properly report trades to the industry’s price-tracking system more than 11,000 times. JPMorgan’s penalty: About three minutes of its annual profit. more »
Eric Clarke has spent more than 20 years working at his family's firms. He wouldn't have it any other way. more »
A 25-year-old divorce workshop founded and run by two planners in San Diego has received funding from a former attendee to enhance its website, with an eye to going national. more »
JPMorgan Chase & Co. reached a $13 billion deal with the U.S. Justice Department that ends probes into the bank’s sale of mortgage bonds, the largest amount paid by a financial firm in a settlement with the government. more »
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