Industry News

Displaying 34222 results
Brothers settle 21-year feud over billions in diamonds, LA real estate
NEWS INDUSTRY NEWS MAR 01, 2024
Brothers settle 21-year feud over billions in diamonds, LA real estate

Bizarre case has been likened to Dickens' novel Bleak House, but with a twist.

Research hints at vicious mental health-wealth cycle for workers
NEWS RETIREMENT PLANNING FEB 29, 2024
Research hints at vicious mental health-wealth cycle for workers

New TIAA report points to two-way interplay between financial stressors and US employees’ mental health.

Vanguard announces CEO Tim Buckley to retire
NEWS INDUSTRY NEWS FEB 29, 2024
Vanguard announces CEO Tim Buckley to retire

The fund company launches a search for chief executive’s successor as CIO Greg Davis is elevated to the role of president.

With great growth comes great conflicts for RIAs
NEWS RIAS FEB 29, 2024
With great growth comes great conflicts for RIAs

Where Wall Street goes, trouble is sure to follow.

Quest for scale is reshaping RIAs, report says
NEWS RIAS FEB 29, 2024
Quest for scale is reshaping RIAs, report says

Amid continued consolidation and M&A, mega-RIA firms are emerging to play key roles in shaping the wealth industry.

Nomination deadline closing in for InvestmentNews Awards
NEWS INDUSTRY NEWS FEB 29, 2024
Nomination deadline closing in for InvestmentNews Awards

Friday is the final day to highlight a worthy candidate.

Webull joins with SPAC for $7.3B public listing
NEWS INDUSTRY NEWS FEB 29, 2024
Webull joins with SPAC for $7.3B public listing

Digital investment platform owner intends to list on the Nasdaq.

JPMorgan in partnership talks for private credit push
NEWS ALTERNATIVES FEB 29, 2024
JPMorgan in partnership talks for private credit push

The Wall Street bank is reportedly in advanced discussions with potential partners.

BOJ could be ready to hike, but are the markets?
NEWS INDUSTRY NEWS FEB 29, 2024
BOJ could be ready to hike, but are the markets?

Japan's central bank has kept rates negative despite global pressures.

Girl just wants to have funds? Cyndi Lauper monetizes catalog
NEWS INDUSTRY NEWS FEB 29, 2024
Girl just wants to have funds? Cyndi Lauper monetizes catalog

Grammy-winning star sells rights to ABBA member's firm for undisclosed sum.

Former Hightower advisor sues firm over noncompete restrictions
NEWS RIAS FEB 28, 2024
Former Hightower advisor sues firm over noncompete restrictions

Case against RIA aggregator seeks relief and damages over allegedly over-broad interpretation of noncompete language.

What are LPL, Cambridge paying for advisors’ businesses?
NEWS BROKER DEALERS FEB 28, 2024
What are LPL, Cambridge paying for advisors’ businesses?

'For the next decade, we are going to be in a succession planning landslide,' one industry consultant says.

Revealed: The best workplaces for US financial advisors in 2024
NEWS INDUSTRY NEWS FEB 28, 2024
Revealed: The best workplaces for US financial advisors in 2024

With offerings ranging from team-based cultures to flexible work models and personalized career pathways, these wealth firms are standing out in the race for talent.

Retirement savers finished 2023 on a high note, Fidelity says
NEWS RETIREMENT PLANNING FEB 28, 2024
Retirement savers finished 2023 on a high note, Fidelity says

Three-quarters of eligible workers made contributions to their accounts amid near-universal inclusion of Roth options in workplace savings plans.

Pensions vital to solve brewing retirement crisis, says think tank
NEWS RETIREMENT PLANNING FEB 28, 2024
Pensions vital to solve brewing retirement crisis, says think tank

Immediate fixes to crumbling workplace pension and Social Security systems required, report says.

Americans are reducing spending, dipping into savings: Wells Fargo
NEWS INDUSTRY NEWS FEB 28, 2024
Americans are reducing spending, dipping into savings: Wells Fargo

The cost of living means many are having to make tough choices.

Trio of challenges keeping millions from a key part of the American dream
NEWS INDUSTRY NEWS FEB 28, 2024
Trio of challenges keeping millions from a key part of the American dream

The will to become a homeowner remains strong, but the way is blocked.

Sam Bankman-Fried thinks he should get maximum 6.5 years in jail
NEWS INDUSTRY NEWS FEB 28, 2024
Sam Bankman-Fried thinks he should get maximum 6.5 years in jail

FTX co-founder is likely to get at least 10 years, according to experts.

The art of long-term investing
NEWS INDUSTRY NEWS FEB 28, 2024
The art of long-term investing

Christopher Tsai, founder of Tsai Capital, explains the philosophy behind his laser-focused portfolio and the benefits of art investing for high-net-worth clients.

Time to break the silence on generational wealth: Edward Jones
NEWS PRACTICE MANAGEMENT FEB 27, 2024
Time to break the silence on generational wealth: Edward Jones

Research finds nearly half of parents with adult children plan to leave an inheritance, but only a quarter have had the wealth talk.