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News, trends and helpful peer advice for financial advisors.

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Former Conn. resident charged with stealing $550,000 in investment scheme

May 8, 2023

May 6— NAUGATUCK— A federal grand jury has indicted a former Naugatuck man with fraud and money laundering offenses for running an investment scam that defrauded at least dozen people out of more than $550,000. Rafael Muzzi, 27, of Brazil, has been charged with 12 counts of wire fraud and two counts of money laundering in connection with the scheme, according to the…

Officials suspect one possible scandal on crazy bank stock movements

May 8, 2023

U.S. officials said they were monitoring the banking sector for signs of fraud back in March. The source also pointed out that the U.S. Securities and Exchange Commission warned in March that it was carefully watching market stability and would prosecute any form of misconduct during the collapse of Silicon Valley Bank and Signature Bank– two regional banks…

Washington dchool district defrauded $346,000 in phishing scam

May 8, 2023

May 4— The Adna School District was defrauded of $346,000 through what school officials have called a "sophisticated phishing scam," according to Adna Superintendent Thad Nelson. The district announced the fraud in a detailed email to The Chronicle on Thursday, noting that after the activity was confirmed, the district notified the FBI, the Washington state…

NC Republicans take aim at ESG — “green” — investing in state pension fund

May 5, 2023

This week, a similar ESG debate is playing out in North Carolina. On Tuesday, the Senate Pensions and Retirement and Aging Committee approved Senate Bill 737, which lists the criteria the state treasurer is allowed to consider when investing North Carolina’ s pension fund. On Wednesday, the House Committee on State Government was scheduled to address House Bill…

Missouri couple accused of defrauding elderly relative set to go to trial

May 5, 2023

A trial date has been set for a Howell County couple who have each been charged with a Class A felony of financial exploitation of an elderly person and a Class C felony of stealing at least $25,000 after an investigation conducted by the Missouri Department of Health and Senior Services. It is alleged Jeffrey Proffitt, 64, and Juanita Proffitt, 54, both of…

May 5, 2023
Image of woman in a business suit celebrating amid confetti. Tips for financial advisors: What it takes to be a winner.

Tips for financial advisors: What it takes to be a winner

We asked two award-winning advisors to share their tips for financial advisors who want to join the ranks of the winners.

Legislation would establish parity for 403(b) plans

May 4, 2023

Legislation introduced this week would establish parity for 403(b) retirement plans serving teachers, hospital workers, clergy, and non-profit employees.

Which U.S. bank will collapse next?

May 4, 2023

Four U.S. regional banks failed in March and April. Four U.S. regional banks fell in two months, victims of bank runs by their customers, who were worried about losing their funds. But two days later, on March 10, the most serious banking crisis since the financial crisis of 2008 began, when the Federal Deposit Insurance Corp., the Federal Reserve and the U.S. Treasury…

SEC alleges son, father-in-law used faith to scam church members in $20M fraud

May 4, 2023

On May 2, 2023, the Securities and Exchange Commission charged Brett M. Bartlett, his father-in-law Scott A. Miller, and their companies for fraudulent securities offerings that raised at least $20.5 million, some of which Bartlett and Miller misused for personal expenses. According to the SEC's complaint, from at least June 2018 to May 2020, Bartlett and Miller…

Billionaire Carl Icahn loses $10 billion in 24 hours

May 4, 2023

The legendary corporate raider is accused of a Ponzi-like scheme by the New York short-seller Hindenburg Research. It's become a key source of corporate fright, even panic, this year: the New York firm Hindenburg Research. On Jan. 24, Hindenburg Research accused Asia's richest man of fraud.

May 4, 2023
Image of person sitting with images of a smiley face, unhappy face and neutral face in front of him, with the unhappy face highlighted. Study: Investor satisfaction with advisors falls along with markets.

Study: Investor satisfaction with advisors falls along with markets

Investor satisfaction with investment advisors dropped in year-over-year financial advisor ratings, a recent study found.

Small-business owners have big personal finance concerns

May 3, 2023

Lincoln Financial Group released new research that shows small business owners have big personal finance concerns.

The Savings Game: Investing in fixed income alternatives

May 3, 2023

If the rate of inflation falls and the Federal Reserve starts to cut interest rates, then bond prices will increase and the value of bond funds with long maturities will increase, and equity prices will also rise. But no one can be sure if inflation will be controlled, and if inflation is not controlled better, then the Federal Reserve will not be taking steps to…

If the banking crisis offers one lesson, let it be this

May 3, 2023

U.S. regulators have extracted some valuable lessons from the country's first banking crisis in more than a decade. Last week, both the Federal Reserve and the Federal Deposit Insurance Corp. offered their explanations in separate reports on the failures of Silicon Valley Bank and Signature Bank- part of a rash of collapses that persisted this past weekend as…

May 3, 2023
Image showing a very happy senior couple. Survey identifies leading disruptors of the retirement industry.

Survey identifies leading disruptors of the retirement industry

An aging workforce, Generation Z, the growing demand for personalized investment advice, and financial wellness were cited as top disruptors of the retirement industry in a recent survey.

Are you ready for retirement taxes? How to avoid a 'Tax Bomb'

May 2, 2023

Good savers who take full advantage of their 401 plans and other tax-deductible retirement plans could be setting themselves up for unnecessarily high tax bills in retirement. This tax bomb could be set off because the retiree's withdrawals will be taxable, and required minimum distributions could even force them into a new, higher tax bracket— and cause them…

May 1, 2023

Help clients achieve financial balance during all life stages

A series of strategies to help clients attain their goals, no matter their age.

Brad Rhodes: How to keep the stress out of retirement

May 1, 2023

Brad Rhodes: Stress and retirement. Published 12:00 am Sunday, April 30, 2023. Retirement can be a time of great joy and relaxation, but it can also be a time of stress and anxiety.

Investment advisor says women face four main financial challenges as they look toward retirement

May 1, 2023

May 1— The work world is changing, says Garry Thurman, owner of Guardian Investment Advisors. Men may have, at one time, dominated financial affairs. But as more women enter the work force, they are learning to take control of their financial health and longevity.

First Republic up in air as regulators juggle bank's fate

May 1, 2023

San Francisco- based First Republic has struggled since the collapse of Silicon Valley Bank and Signature Bank in early March, as investors and depositors have grown increasingly worried that the bank may not survive as an independent entity for much longer. At the end of last year, the Federal Reserve ranked First Republic 14th in size among U.S. commercial…

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