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All things capital markets with T. Rowe Price's Tim Murray
THE INVESTMENTNEWS PODCAST OCT 10, 2022
All things capital markets with T. Rowe Price's Tim Murray

Bruce and Jeff are joined by Tim Murray, capital markets strategist at T. Rowe Price, to talk about all things capital markets. The big question: is this economic slowdown inevitably going to become a recession? They discuss supply, demand and inflation to sort out the possibilities. They also touch on the effect the economic slowdown is having on equity markets.

The ‘best’ way to pay for advice
YOUR PRACTICE PRACTICE MANAGEMENT OCT 10, 2022
The ‘best’ way to pay for advice

An adviser who’s honest and transparent about compensation, regardless of the model, is bound to engender the trust that advice seekers want most of all.

Morgan Stanley advisers managing $1.4 billion move to UBS
NEWS RIAS OCT 07, 2022
Morgan Stanley advisers managing $1.4 billion move to UBS

Two soloists and a team make the switch in Northern California.

Credit Suisse offers $3 billion debt buyback to soothe investors
INVESTING EQUITIES OCT 07, 2022
Credit Suisse offers $3 billion debt buyback to soothe investors

The announcement signals the bank's confidence that it has enough liquidity to take advantage of the recent slump in debt markets.

Hub acquires Northern California-based Quintes
RETIREMENT RETIREMENT PLANNING OCT 06, 2022
Hub acquires Northern California-based Quintes

The firm designs and manages retirement plans, including 401(k)s, 403(b)s and 457(b)s, as well as defined-benefit and cash-balance plans.

Billion-dollar Merrill rep goes indie with LPL
NEWS WIREHOUSES OCT 06, 2022
Billion-dollar Merrill rep goes indie with LPL

Alexander Guiliano is launching Resonate Wealth in Ridgewood, New Jersey, along with two staffers.

Mercer Global Advisors adds Cincinnati firm managing $370 million
NEWS RIAS OCT 05, 2022
Mercer Global Advisors adds Cincinnati firm managing $370 million

The Asset Advisory Group, founded in 1988, serves about 160 clients and will expand Mercer's presence in Ohio.

MAI acquires Florida-based firm, launches retirement business
NEWS RIAS OCT 04, 2022
MAI acquires Florida-based firm, launches retirement business

The Cleveland-based RIA said the purchase of West Point Business Group allows it to launch MAI Retirement.

Billion-dollar Merrill team joins Raymond James
NEWS RIAS OCT 04, 2022
Billion-dollar Merrill team joins Raymond James

Four-adviser group in Novi, Michigan, moves to the firm’s employee channel and will now operate as Stone Manor Wealth Advisors of Raymond James.

Schwab adds 800 funds to no-transaction-fee program
NEWS RIAS OCT 04, 2022
Schwab adds 800 funds to no-transaction-fee program

The funds are in addition to the more than 130 no-transaction-fee, institutional share class funds from T. Rowe Price on the platform, which was announced in December.