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InvestmentNews
27.04.2024
So far in 2024 the rise in the 10-year Treasury yield has not significantly impinged on the market’s bullish behavior.
"Interest rates aren’t going down anytime soon," said James Corl of Cohen & Steers.
Together, the ex-Merrill Lynch advisor in Florida and the Wells Fargo alum in New Mexico reported managing $250M in assets.
Eyeing growth in the wealth sector, the financial services company is elevating Melissa Holding to the role as a tenured leader steps down.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Taking the time to manage expectations and educate the client from day one will pave the way for better outcomes.
New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
The S&P 500 is poised to extend gains on tech earnings while short-term Treasury yields fell following brisk rise in Fed’s preferred inflation gauge.
How positive prosperity reaped rewards for speaker at InvestmentNews’ upcoming Women Advisor Summit.
26.04.2024
Indiana-based $2.5B RIA has added 12 firms since it was founded in 2018.
With a successful record at Avantax, Wall Street veteran Michael Molnar is set to lead the RIA's M&A and advisor succession planning strategy.
Cantor Fitzgerald’s chief executive predicts the central bank will “show off a little bit” just before voters head to the polls.
Industry executives discuss being highly selective in private credit and the rise of hybrid ETFs.
The national wealth firm is snapping up a hybrid RIA from Raymond James, establishing its fourth foothold in Maryland.
Survey finds one-fifth of US adults aged 50 and over have no retirement savings, and three-fifths concerned they’ll outlive their nest eggs.
The banking group may need an extra $20B buffer under new rules.
The broker-dealer broadened its advisory footprint in North Carolina as industry veteran returns from Benjamin F. Edwards & Co.
The Nasdaq 100 shed $400B, the Facebook parent slumped by as much as 16%, and AI believers are left on tenterhooks.
Early trade Friday paused a selloff in global bonds.
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
Preliminary Limra results show total sales of $113.5B for individual annuities, rivaling the peak seen in the fourth quarter of 2023.
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
But there are headwinds including US data, Japan intervention.
"Interest rates have skyrocketed in the last 24 months and because of that, you're seeing more and more distress,” said one fund manager.
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
Hong Kong will become latest market to launch crypto ETFs.
Penny Finance report highlights ongoing challenges in gender wealth gap.
"It doesn't look too problematic at all," Paul Shoukry said.
25.04.2024
Advisor who has developed a successful niche working with LGBTQ-plus clients addresses stereotypes, homophobia, and the impact of the AIDS crisis.
A growing sentiment against restricting employee moves could affect non-solicitation, too.
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
Alternative Dispute Resolution Program Management Office formed.
LexisNexis report highlights increased risk as digital channels expand.
The regulator’s motion to restrict noncompete agreements has drawn an immediate reaction from business groups and financial industry stakeholders.
A think tank intern's crypto bet was a most unusual 'investment'.
While other international stocks are pressured, exporters should win.
Parent company of Truth Social has flagged concerns that so-called "naked" short sales are happening.
The hybrid RIA appoints industry vets to its bench as it emphasizes commitment to next-growth, next-gen talent, and succession.