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T. Rowe Price opens investment office in Shanghai
NEWS INDUSTRY NEWS MAR 01, 2021
T. Rowe Price opens investment office in Shanghai

The office in the free-trade zone will serve as a home base for analysts covering China.

THE INVESTMENTNEWS PODCAST MAR 01, 2021
On Bitcoin and the Wells Fargo Asset Management sale

They may not be "hodling" by the end of the episode, but you'll learn not only some of the basics, but interesting details, why it works and whether crypto ETFs make any sense.

PE investments are good for RIAs. What about clients?
NEWS INDUSTRY NEWS MAR 01, 2021
PE investments are good for RIAs. What about clients?

The influx of PE money is a huge vote of confidence for the health and future of the RIA business model, but some industry observers have voiced concerns.

$1 billion Merrill Lynch team moves to Rockefeller
YOUR PRACTICE PRACTICE MANAGEMENT FEB 26, 2021
$1 billion Merrill Lynch team moves to Rockefeller

PBS Wealth Group is located in Newport Beach, California.

Focus Financial launches secondary offering
NEWS INDUSTRY NEWS FEB 26, 2021
Focus Financial launches secondary offering

Employees and principals of its partner firms will receive the sale proceeds.

PE firm takes stake in Signet Financial
NEWS RIAS FEB 26, 2021
PE firm takes stake in Signet Financial

Merchant Investment Management will own a minority share of the $850 million New Jersey-based registered investment adviser.

Covid didn’t change 401(k) saving habits, ICI says
RETIREMENT RETIREMENT PLANNING FEB 25, 2021
Covid didn’t change 401(k) saving habits, ICI says

Just 2.3% of participants in defined-contribution plans stopped contributing to the plan in 2020 amid the pandemic.

Finra censures, fines Securities America $125,000
NEWS REGULATION AND LEGISLATION FEB 25, 2021
Finra censures, fines Securities America $125,000

Regulator says the firm caused recruits to take nonpublic personal client information.

Covid’s financial pinch worse than the Great Recession’s, survey finds
RETIREMENT RETIREMENT PLANNING FEB 24, 2021
Covid’s financial pinch worse than the Great Recession’s, survey finds

Annual Allianz retirement study found earlier retirement, more strained personal finances

RIA managing $172 million joins Carson Partners
NEWS RIAS FEB 24, 2021
RIA managing $172 million joins Carson Partners

Oregon’s Price Financial Group will use Carson's resources, including infrastructure and technology.