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How do you value crypto assets? CFA Institute now has a guide
NEWS INDUSTRY NEWS NOV 30, 2023
How do you value crypto assets? CFA Institute now has a guide

New resource aims to equip investment professionals with most relevant models.

Rate cut expectations rise as European inflation eases
NEWS INDUSTRY NEWS NOV 30, 2023
Rate cut expectations rise as European inflation eases

US Treasuries pause rally as more data is awaited.

Morgan Stanley, Rothschild among elite focusing on UAE
NEWS INDUSTRY NEWS NOV 30, 2023
Morgan Stanley, Rothschild among elite focusing on UAE

Wealthy clients in the Middle East are attracting big hitters.

Hedge fund duo wants traders to risk their own money
NEWS INDUSTRY NEWS NOV 30, 2023
Hedge fund duo wants traders to risk their own money

They aim to upend the traditional hedge traders fund model.

OPEC+ meeting could result in deeper cuts
NEWS INDUSTRY NEWS NOV 30, 2023
OPEC+ meeting could result in deeper cuts

Prices are flagging and the cartel will be keen to add support.

Wells Fargo loses another executive, this time to LPL
NEWS BROKER DEALERS NOV 29, 2023
Wells Fargo loses another executive, this time to LPL

Jim McHale is the new chief compliance officer at LPL Financial.

Keeping clients’ objectives at the heart of investment strategy
NEWS WOMEN ADVISOR COMMUNITY NOV 29, 2023
Keeping clients’ objectives at the heart of investment strategy

The journey of Caryn Zweig, CEO of Abner Herrman & Brock Asset Management, has been marked by a keen eye for how and when to invest.

Supreme Court arguments cast doubt on SEC's use of in-house judges
NEWS REGULATION AND LEGISLATION NOV 29, 2023
Supreme Court arguments cast doubt on SEC's use of in-house judges

Conservative justices suggest that people accused of fraud by the SEC have a constitutional right to go before a federal court jury.

Fund providers and investment research platforms in the spotlight
NEWS INDUSTRY NEWS NOV 29, 2023
Fund providers and investment research platforms in the spotlight

InvestmentNews invites readers to participate in the search for the best fund providers and investment research platforms.

T. Rowe Price to reestablish role of head of global investments in 2024
NEWS INDUSTRY NEWS NOV 29, 2023
T. Rowe Price to reestablish role of head of global investments in 2024

The role was previously held by Rob Sharps, who became CEO in 2022.

Gold continues rally amid Fed rate cut expectations
NEWS INDUSTRY NEWS NOV 29, 2023
Gold continues rally amid Fed rate cut expectations

The precious metal is up around 13% since October.

Should advisors go for the gold in 2024?
NEWS INDUSTRY NEWS NOV 28, 2023
Should advisors go for the gold in 2024?

Gold has been a bright spot in client portfolios so far in 2023, but will it continue to shine in the new year?

Charles Munger dies aged 99
NEWS INDUSTRY NEWS NOV 28, 2023
Charles Munger dies aged 99

Warren Buffett pays tribute to the foil and sidekick who helped build Berkshire Hathaway empire.

Creative Planning acquires $535M Delaware RIA
NEWS RIAS NOV 28, 2023
Creative Planning acquires $535M Delaware RIA

Wilmington-based Daniels + Tansey provides integrated financial advisory, tax planning and investment management services to individuals, families and small businesses.

Are retirees’ nonworking assets dragging them down?
NEWS RETIREMENT PLANNING NOV 28, 2023
Are retirees’ nonworking assets dragging them down?

It's important for retirees to consider downsizing their home or selling the unused vacation home to streamline their financial life and shed assets that cost money to maintain.

Sometime broker charged in Vermont shootings
NEWS INDUSTRY NEWS NOV 28, 2023
Sometime broker charged in Vermont shootings

Eaton's on-and-off career most recently had him working at CUSO Financial Services.

Cetera completes Avantax acquisition, adding $82B AUA
NEWS BROKER DEALERS NOV 28, 2023
Cetera completes Avantax acquisition, adding $82B AUA

The Avantax team comprises 3,111 financial professionals.

State Street Global Advisors hires ETF expert as chief business officer
NEWS INDUSTRY NEWS NOV 28, 2023
State Street Global Advisors hires ETF expert as chief business officer

New hire was previously global head of ETFs at Invesco.

Citi strategists say US stock rally likely ending
NEWS INDUSTRY NEWS NOV 28, 2023
Citi strategists say US stock rally likely ending

Bullish signals for futures are fading but there could still be some gains ahead.

Sale for $22B alternative asset manager Castlelake?
NEWS INDUSTRY NEWS NOV 28, 2023
Sale for $22B alternative asset manager Castlelake?

Minneapolis-based firm reported to be considering options.