Subscribe

Grete Suarez

Grete worked for InvestmentNews in 2016 as an Editorial Assistant before moving on to CNN and latterly Fox Business Network and Yahoo Finance. Connect with her on LinkedIn here.

Displaying 36 results

Topic

FOLIOfn acquires First Affirmative to expand its SRI footprint

The technology company seeks to expand its responsible investing footprint with the RIA.

Topic

Social Security cost-of-living adjustment to get 0.3% increase in 2017

This is the fourth consecutive year of COLAs falling below 2%.

Topic

Adviser managing $250 million in assets joins HighTower from Merrill Lynch

The Thrush Group will be the 10th transition to HighTower this year.

Topic

Finra suspends ex-Morgan Stanley client administrator for fraudulent wire transfer

Debra J. Ferrara agreed to be fined and suspended for releasing funds after a client's email account was hacked.

Topic

Advisory team managing $280 million in client assets moves from Lincoln Financial to LPL

A broker-dealer team managing $280 million in client assets has joined LPL Financial from Lincoln Financial Advisors. (More:…

Topic

Serving retirement-income clients a big challenge for financial advisers: study

Most financial advisers have not made any significant changes to how they manage portfolios for retirement-income clients, yet…

Topic

LPL affiliate with $600M in assets forms RIA

XML Financial joins roll-up firm Focus Financial.

Topic

Advisers who outsource investment management make more money than those that don’t: study

An examination of 8,000 advisers over a decade showed outsourcing can produce $1 million more revenue for firms.

Topic

Adviser suspended for five years for overcharging clients

Texes securities commissioner claims Jens Pinkernell charged clients nearly $47,000 more than he should have over a three-year period.

Topic

More than half of the student-loan borrowers regret going into debt

Three in five borrowers did not try or did not know how to figure out their future monthly payments, according to a new study.