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BofA Private Bank taps ex-Citi leader to head Miami growth
NEWS INDUSTRY NEWS AUG 09, 2024
BofA Private Bank taps ex-Citi leader to head Miami growth

The firm’s latest hire will bring 25 years of experience with hedge funds and family offices as part of a strategic push in South Florida.

JPMorgan is joining Wall Street’s AI productivity war
NEWS INDUSTRY NEWS AUG 09, 2024
JPMorgan is joining Wall Street’s AI productivity war

The financial services titan has rolled out an AI assistant to thousands of employees, but it’s still exercising caution, according to one C-suite leader.

New legislation seeks to extend 401(k)s to even younger Americans
RETIREMENT RETIREMENT PLANNING AUG 09, 2024
New legislation seeks to extend 401(k)s to even younger Americans

The bipartisan measure introduced in the House of Representatives would widen the 401(k) savings window to include workers between 18 and 21 years old.

Over one-fifth of Americans over 65 are still working
RETIREMENT RETIREMENT PLANNING AUG 09, 2024
Over one-fifth of Americans over 65 are still working

Federal census data point to a trend of delayed retirement, with some states leading the way in growth of senior-age workers.

Global ETF inflows surged to a record in July
INVESTING ETFS AUG 09, 2024
Global ETF inflows surged to a record in July

Experts say optimistic investors, buoyed by hopes of Fed rate cuts and solid earnings, added nearly $195 to the sector.

Two-fifths of advisors want to confer with investment specialists
NEWS INDUSTRY NEWS AUG 09, 2024
Two-fifths of advisors want to confer with investment specialists

Survey suggests asset managers should send out ETF and alternative specialists – but their lack of business savvy poses a challenge.

Goldman Sachs taps BlackRock pension alum for asset management unit
NEWS INDUSTRY NEWS AUG 09, 2024
Goldman Sachs taps BlackRock pension alum for asset management unit

The Wall Street giant’s latest hire will draw on his experience with large RIAs as he fosters relationships in key US markets.

Bondurant partners with Nebo Wealth to enhance client experiences
YOUR PRACTICE FINTECH AUG 08, 2024
Bondurant partners with Nebo Wealth to enhance client experiences

The firm founded by a veteran long-short strategist is putting mean reversion at the center of its portfolio management.

Retire by 65? Get real, say one in two Americans
RETIREMENT RETIREMENT PLANNING AUG 08, 2024
Retire by 65? Get real, say one in two Americans

Poll of 1,000 adults reveals more than two-thirds concerned over living expenses, savings shortfalls, and a lack of guaranteed retirement income.

For many US athletes, the road to the Olympics is paved with debt
NEWS INDUSTRY NEWS AUG 08, 2024
For many US athletes, the road to the Olympics is paved with debt

With no financial backing and limited incentives, aspiring Olympians are literally locked in a winner-take-all competition.