Vice President Kamala Harris's proposed tax on billionaires creates a lot of questions for financial advisors, especially when it comes to taxing unrealized capital gains.

InvestmentNews

31.08.2024

What should we make of the millennial wealth comeback? - InvestmentNews

A 2022 Federal Reserve data snapshot showing growth in housing and financial assets should be read with care, says retirement think tank.

InvestmentNews

31.08.2024

RBC grows mid-Atlantic footprint with double-team addition from Wells Fargo - InvestmentNews

RBC Wealth Management’s latest hires in Pennsylvania and Virginia reportedly managed $801M in client assets combined.

InvestmentNews

31.08.2024

AlphaTrAI taps industry veterans to leadership, exec advisory council - InvestmentNews

The tech-enabled solutions provider eyes its next growth phase with experienced leaders from Tudor, Putnam Investments, and Merrill Lynch.

InvestmentNews

31.08.2024

Recruiting is all in the family for Jodie Papike - InvestmentNews

"I have small firm roots, just look at my dad," Jodie Papike said.

InvestmentNews

31.08.2024

Fed's favored inflation metric sets the table for September - InvestmentNews

Latest federal data on prices and consumer spending add further support to the case for rate cuts.

InvestmentNews

30.08.2024

Elizabeth Warren presses for details on Finra's enforcement slowdown - InvestmentNews

Decline in actions appears to indicate "a deliberate deregulatory effort," the Democratic senator said in a letter.

InvestmentNews

30.08.2024

Treasuries poised for longest winning streak in three years

Traders are focusing on Fed rate cuts rather than data releases.

InvestmentNews

30.08.2024

Half of people plan to work past 65 or never retire, survey says

Many of today’s middle-class workers are hoping to work past age 65 or never retire – plans that for half of them are unlikely to pan out.

InvestmentNews

30.08.2024

Treasury yields rise on resilient signals pointing to measured Fed cuts - InvestmentNews

A positive revision in US GDP and healthy job market numbers prompted traders to pare their expectations.

InvestmentNews

30.08.2024

Posing as a broker, Maryland insurance agent grabs clients' savings - InvestmentNews

"Customers should use regulated industries to their advantage and hire career specialists in each area of their lives," said one industry executive.

InvestmentNews

30.08.2024

Bullishness remains elevated despite volatility as investors see sunnier times

Two polls of investor sentiment reveals mostly optimism.

InvestmentNews

30.08.2024

Are governments about to dump crypto holdings?

Market concerned about impact on supply overhang.

InvestmentNews

30.08.2024

Musk, Tesla win dismissal of Dogecoin 'pyramid scheme' suit

Court said 'no reasonable investor' could rely on Musk's crypto views.

InvestmentNews

30.08.2024

Goldman says dollar-to-yuan 'avalanche' is overstated

Firm says Chinese companies are not yet ready to abandon the greenback.

InvestmentNews

30.08.2024

Government 'mystery shopper' finds IRA fiduciary oversight is lacking

Recommendations include new process to identify prohibited transactions.

InvestmentNews

30.08.2024

Expect advisors’ ETF love affair to continue, says Cerulli - InvestmentNews

A shift from mutual funds, product expansion at asset managers, and the growing appeal of active ETFs will help drive adoption forward.

InvestmentNews

30.08.2024

$300M Northwestern Mutual team decamps to RayJay - InvestmentNews

The group led by a trio of advisors is joining the firm’s independent advisor channel in Colorado.

InvestmentNews

30.08.2024

Which firm leads annuity sales this year?

Athene continued to dominate annuity sales during the first half of 2024, as people bought up contracts while interest rates remain high.

InvestmentNews

30.08.2024

Crypto millionaires have doubled over the past year: Henley & Partners - InvestmentNews

With crypto assets soaring to $2.3T in market value, the number of crypto centi-billionaires has grown 79 percent.

InvestmentNews

30.08.2024

Advisors weigh in on Nvidia's earnings, outlook

The AI chipmaker's widely anticipated second quarter earnings are out. Now advisors need to decide what to do with them.

InvestmentNews

30.08.2024

Generative AI still too hot to handle, say investment firms - InvestmentNews

CFA Institute survey unpacks industry’s mixed views on artificial intelligence, and how the road to AI + HI is still paved with risk.

InvestmentNews

30.08.2024

Bank of America, Merrill Lynch fined $3M over “deficient” supervision systems - InvestmentNews

BofA and its subsidiary failed to review roughly 700 equity trades and 125,000 options trades that were “potentially manipulative,” according to Finra.

InvestmentNews

30.08.2024

Gen Z leans on AI and family for financial guidance - InvestmentNews

Survey research unpacks AI’s role in helping Gen Z manage their finances, plus how they prioritize spending and saving.

InvestmentNews

29.08.2024

Swiss asset manager boosts US presence with Miami office

Demand from US offshore clients has prompted the move.

InvestmentNews

29.08.2024

ICI has 'serious concerns' about SEC reporting requirements

Will changing from quarterly to monthly reporting have negative impacts?

InvestmentNews

29.08.2024

RegVerse boosts compliance support for RIAs with Avery platform update - InvestmentNews

The AI-powered regtech by Surge Ventures is raising its game with a new suite of efficiency-boosting workflow tools.

InvestmentNews

29.08.2024

Showcasing and celebrating top-class honors with InvestmentNews Awards Employer of Choice winner Prudential - InvestmentNews

Prudential Advisors embeds best practices in creating an outstanding advisor experience.

InvestmentNews

29.08.2024

For two-fifths of financial advisors, a bit of bitcoin makes sense - InvestmentNews

June snapshot survey by DACFP reveals more financial professionals pitching crypto exposure to their clients.

InvestmentNews

29.08.2024

Nvidia finds that even when the chips aren't down, things can be bad

Earnings report that failed to meet high expectations could dampen the AI frenzy.

InvestmentNews

29.08.2024

Atlanta Fed chief says more data needed before rate cut

Raphael Bostic says the stats need to support easing policy.

InvestmentNews

29.08.2024

PE-backed Sequoia Financial strikes partnership with Eide Bailly - InvestmentNews

The nationally top-ranked RIA is set to expand its presence meaningfully across the Western US as it acquires Eide Bailly’s $1.58B wealth arm.

InvestmentNews

29.08.2024

Raymond James expands in Texas with corporate RIA model reveal - InvestmentNews

The IBD’s newest advisor addition arrives via a new offering to its national network of community financial institutions.

InvestmentNews

29.08.2024

Can you have too many custodians? - InvestmentNews

When going RIA, should you have one, two or eight custodians? Advisors share their experiences.

InvestmentNews

29.08.2024

Cat bond favoring hedge fund says returns already weakened

Investors are awaiting the extent of the 2024 hurricane season.

InvestmentNews

29.08.2024

RayJay breakaway RIA Crux joins Arete Wealth network - InvestmentNews

Crux’s collaboration with the full-service broker-dealer and RIA comes as part of a broader multi-year tech platform agreement.

InvestmentNews

29.08.2024

Millennial high earners are hightailing it out of California and New York - InvestmentNews

An analysis of tax return data shows which states are the top destinations for high-income Gen Y households.

InvestmentNews

29.08.2024

Which is worse, accumulating more debt or not saving enough?

Survey reveals Americans’ top financial regrets.

home›InvestmentNews›Economy

InvestmentNews - Economy

Cetera extends reach in Ohio with 42-year veteran advisor - InvestmentNews

Raymond James paying $1.8M Finra fines over supervision failures

Advisors weigh in on Vice President's "billionaires-minimum" tax

What should we make of the millennial wealth comeback? - InvestmentNews

RBC grows mid-Atlantic footprint with double-team addition from Wells Fargo - InvestmentNews

AlphaTrAI taps industry veterans to leadership, exec advisory council - InvestmentNews

Recruiting is all in the family for Jodie Papike - InvestmentNews

Fed's favored inflation metric sets the table for September - InvestmentNews

Elizabeth Warren presses for details on Finra's enforcement slowdown - InvestmentNews

Treasuries poised for longest winning streak in three years

Half of people plan to work past 65 or never retire, survey says

Treasury yields rise on resilient signals pointing to measured Fed cuts - InvestmentNews

Posing as a broker, Maryland insurance agent grabs clients' savings - InvestmentNews

Bullishness remains elevated despite volatility as investors see sunnier times

Are governments about to dump crypto holdings?

Musk, Tesla win dismissal of Dogecoin 'pyramid scheme' suit

Goldman says dollar-to-yuan 'avalanche' is overstated

Government 'mystery shopper' finds IRA fiduciary oversight is lacking

Expect advisors’ ETF love affair to continue, says Cerulli - InvestmentNews

$300M Northwestern Mutual team decamps to RayJay - InvestmentNews

Which firm leads annuity sales this year?

Crypto millionaires have doubled over the past year: Henley & Partners - InvestmentNews

Advisors weigh in on Nvidia's earnings, outlook

Generative AI still too hot to handle, say investment firms - InvestmentNews

Bank of America, Merrill Lynch fined $3M over “deficient” supervision systems - InvestmentNews

Gen Z leans on AI and family for financial guidance - InvestmentNews

Swiss asset manager boosts US presence with Miami office

ICI has 'serious concerns' about SEC reporting requirements

RegVerse boosts compliance support for RIAs with Avery platform update - InvestmentNews

Showcasing and celebrating top-class honors with InvestmentNews Awards Employer of Choice winner Prudential - InvestmentNews

For two-fifths of financial advisors, a bit of bitcoin makes sense - InvestmentNews

Nvidia finds that even when the chips aren't down, things can be bad

Atlanta Fed chief says more data needed before rate cut

PE-backed Sequoia Financial strikes partnership with Eide Bailly - InvestmentNews

Raymond James expands in Texas with corporate RIA model reveal - InvestmentNews

Can you have too many custodians? - InvestmentNews

Cat bond favoring hedge fund says returns already weakened

RayJay breakaway RIA Crux joins Arete Wealth network - InvestmentNews

Millennial high earners are hightailing it out of California and New York - InvestmentNews

Which is worse, accumulating more debt or not saving enough?

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