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.

Grete Suarez
Displaying 36 results
NEWS RIAS OCT 21, 2016
FOLIOfn acquires First Affirmative to expand its SRI footprint

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

Social Security cost-of-living adjustment to get 0.3% increase in 2017
RETIREMENT RETIREMENT PLANNING OCT 18, 2016
Social Security cost-of-living adjustment to get 0.3% increase in 2017

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

Adviser managing $250 million in assets joins HighTower from Merrill Lynch
NEWS RIAS OCT 16, 2016
Adviser managing $250 million in assets joins HighTower from Merrill Lynch

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

Finra suspends ex-Morgan Stanley client administrator for fraudulent wire transfer
NEWS REGULATION AND LEGISLATION OCT 14, 2016
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.

Advisory team managing $280 million in client assets moves from Lincoln Financial to LPL
NEWS BROKER DEALERS OCT 12, 2016
Advisory team managing $280 million in client assets moves from Lincoln Financial to LPL

RETIREMENT RETIREMENT PLANNING OCT 05, 2016
Serving retirement-income clients a big challenge for financial advisers: study

NEWS BROKER DEALERS OCT 04, 2016
LPL affiliate with $600M in assets forms RIA

XML Financial joins roll-up firm Focus Financial.

Advisers who outsource investment management make more money than those that don't: study
YOUR PRACTICE PRACTICE MANAGEMENT OCT 03, 2016
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.

NEWS REGULATION AND LEGISLATION SEP 29, 2016
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.

RETIREMENT RETIREMENT PLANNING SEP 28, 2016
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.