Lisa Fu is a Reporter at AdvisorHub. She covers topics related to markets, business leaders, and the SEC, with a particular focus on Morgan Stanley and the Texas financial landscape. Her insights and reporting have been featured in AdvisorHub.
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Lisa Fu's coverage predominantly focuses on the financial industry, specifically topics related to financial advisors, brokerage firms, investment strategies, regulatory compliance, and hiring/recruitment. Her articles often include press releases and cited data.
Given Lisa's focus on the financial sector and regulatory compliance within it, she is likely interested in insights from professionals with expertise in legal & compliance matters affecting the industry. Additionally, sources who can provide data-driven analysis or commentary on trends within the financial advisory space may be of interest to her.
As Lisa does not have a specific geographic focus indicated but covers national-level topics relevant to the United States' finance industry primarily. Therefore, pitches should align with this scope unless they cover widely applicable global trends or developments.
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LPL Financial has added another advisor affiliation option, LPL Private Wealth Management, to court advisors who generate at least $2 million in revenue and work with well-heeled customers.
As part of its efforts to modernize its century-old brokerage force, Edward D. Jones & Co. is piloting a program to offer brokers’ clients financial plans crafted by its home office, according to a Securities and Exchange Commission filing this week.
Edward D. Jones & Co. has introduced a managed account program that appears—for the first time—to give its financial advisors discretion over client assets.
JPMorgan Chase & Co. is seeking a temporary restraining order against an advisor in Oklahoma City that resigned and joined Wells Fargo Advisors last month, according to a complaint filed in federal court in Oklahoma.
By: Lisa Fu
Edward D. Jones & Co. opened up its proprietary Bridge Builder mutual funds to a greater pool of clients this month by slashing the minimum investment requirements by 80%.
By: Lisa Fu
The Ohio broker made variable annuity recommendations that led seven customers to collectively incur more than $50,000 in surrender fees.
Advisors can now tweak portfolio asset allocations within an otherwise home office managed model.
The barred broker used false deposits from fraudulent transfers to make trades that ultimately cost brokerage firms over $3 million in losses, according to the Commission.
After announcing a slew of changes and slowing its attrition rate, the firm expects that its growth rate could triple.
By: Karmen Alexander, Mason Braswell, Lisa Fu
The wirehouse gained a former $2-million First Republic broker from J.P. Morgan on Friday but lost another to UBS.
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