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Miriam Rozen

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Miriam Rozen’s Biography

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Veteran reporter covering the business & legal worlds

Miriam Rozen’s Journalist Portfolio

Firms balance reputational risk against government loan boost

Firms balance reputational risk against government loan boost

Ray Padrón hesitated when deciding whether or not to take up the federal government-backed loan aimed at help…

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US financial advisers struggle to overcome their lack of racial diversity

US financial advisers struggle to overcome their lack of racial diversity

Financial firms across the US rushed to display their commitment to racial justice and diversity after the ki…

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Edward Jones's Training Program Put My Life at Risk: FA

Edward Jones's Training Program Put My Life at Risk: FA

This is the first story in a two-part series addressing claims about bias that African-American advisors work…

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Investors map out ways to win tax breaks in deprived US areas

Investors map out ways to win tax breaks in deprived US areas

When community activists, unions and local politicians thwarted Amazon's plans for a corporate complex in Que…

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Killing machine

Killing machine

Clouds hover, but rain has not yet begun to fall on a Wednesday two weeks ago. It is 6:18 p.m., and Larry Fit…

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Articles

LPL Adds $725M JPMorgan Broker As Bank Seeks TRO

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By Miriam Rozen Verified
| AdvisorHub Verified
LPL Adds $725M JPMorgan Broker As Bank Seeks TRO by Miriam Rozen LPL Financial has recruited a bank-based advisor who managed $725 million at JPMorgan Chase & Co., according to an announcement on Thursday, one day after the bank sued the advisor over allegations that he improperly solicited customers. Alan C. Feutz, who is based in Deerfield, Illinois, joined Genesis Wealth, a practice affiliated with LPL, on June 18, according to his BrokerCheck and LPL’s announcement.
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Morgan Stanley Limits SpaceX Client Referrals to Select Group of Advisors

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By Mason Braswell Verified, Miriam Rozen Verified
| AdvisorHub Verified
Morgan Stanley’s investment banking and workplace units’ relationships with SpaceX could lead to a windfall for a select group of financial advisory teams after Elon Musk’s company completed its initial public offering. Morgan Stanley reported on Wednesday that it added a record $148 billion of net new assets for its wealth unit in the second quarter.
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Merrill Expects 75% Graduation Rate for Advisor Trainees

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By Miriam Rozen Verified
| AdvisorHub Verified
Merrill Lynch executives said three quarters of its 2,400 trainees are on track to graduate from the program. That success rate is more than double the historical industry-wide average of advisor training programs, which typically advance around 30% of candidates, Merrill executives said. While the firm has been known for its training program, the improving success rates reflect a revamp in recent years, according to John Towey, Merrill’s head of client services and advisor training.
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