Industry News

Displaying 34233 results
Build your network to scale your growth
NEWS INDUSTRY NEWS SEP 15, 2023
Build your network to scale your growth

InvestmentNews Women to Watch judge and CEO of Girls Who Invest explains how she helps women enter the field of asset management.

Schwab says TD integration depressed client inflows
NEWS INDUSTRY NEWS SEP 15, 2023
Schwab says TD integration depressed client inflows

Firm's new money in August 'temporarily impacted by asset attrition from clients originating at Ameritrade,' CFO says in a statement.

Diverse Americans are returning to financial advisors for retirement planning
NEWS RETIREMENT PLANNING SEP 15, 2023
Diverse Americans are returning to financial advisors for retirement planning

But there is still a belief among many Americans that financial advisors cost too much.

Fractional shares are back: Wells Fargo launches Stock Fractions
NEWS INDUSTRY NEWS SEP 15, 2023
Fractional shares are back: Wells Fargo launches Stock Fractions

WellsTrade clients can start investing for as little as $10.

Former Cetera advisor rejoins team
NEWS BROKER DEALERS SEP 15, 2023
Former Cetera advisor rejoins team

Anne Crabbe was formerly with firm in 2021.

China adds more cash to economy to fuel recovery
NEWS INDUSTRY NEWS SEP 15, 2023
China adds more cash to economy to fuel recovery

Central bank hopes to build on positive signs for the world’s second-largest economy.

Private markets essential to investing success, says BlackRock
NEWS INDUSTRY NEWS SEP 15, 2023
Private markets essential to investing success, says BlackRock

Institutions are allocating as much as 50% of their portfolios to private markets.

ECB believes 4% will be enough to tame inflation
NEWS INDUSTRY NEWS SEP 15, 2023
ECB believes 4% will be enough to tame inflation

Europe's central bank may have reached peak rates.

Abu Dhabi royal launches $50B global investment fund
NEWS INDUSTRY NEWS SEP 15, 2023
Abu Dhabi royal launches $50B global investment fund

The influence of the Middle East on global markets continues to grow.

Single stock and covered call come together in ETF line
NEWS ETFS SEP 14, 2023
Single stock and covered call come together in ETF line

Advisors reflect on effectiveness of 'volatility buffer' covered-call ETFs, with few single-stock versions available.

You and your acronyms: Will a new designation join a long list of financial advisor titles?
NEWS PRACTICE MANAGEMENT SEP 14, 2023
You and your acronyms: Will a new designation join a long list of financial advisor titles?

The M2SD designation was launched in November 2022. Will advisors gravitate to it like they have the CFP and other titles?

Alts platform CAIS keeps building
NEWS RIAS SEP 14, 2023
Alts platform CAIS keeps building

Since its launch in 2009, CAIS has facilitated over $25 billion in transactions involving financial advisors.

Tom Berthel steps down as CEO of Berthel Fisher B-Ds, remains at holding company
NEWS RIAS SEP 14, 2023
Tom Berthel steps down as CEO of Berthel Fisher B-Ds, remains at holding company

Berthel Fisher has been known to sell a variety of alternative investments, which at times can be expensive and volatile.

Why advisor education is key to gold ownership
NEWS INDUSTRY NEWS SEP 14, 2023
Why advisor education is key to gold ownership

Study highlights lack of investor knowledge while advisors question whether asset class is the golden inflation hedge it's cracked up to be.

Wall Street reacts to 'not great' CPI data
NEWS INDUSTRY NEWS SEP 14, 2023
Wall Street reacts to 'not great' CPI data

What do some industry stalwarts think of the latest economic stats?

Household incomes fell in a third of states last year
NEWS INDUSTRY NEWS SEP 14, 2023
Household incomes fell in a third of states last year

Just five saw median incomes improve according to US Census data.

Citi's new wealth business leader will be one of five in new leadership structure
NEWS PRACTICE MANAGEMENT SEP 14, 2023
Citi's new wealth business leader will be one of five in new leadership structure

Wall Street banking group is simplifying its operating model and leadership structure.

Former Edward Jones office administrator returns to firm as financial advisor
NEWS WIREHOUSES SEP 14, 2023
Former Edward Jones office administrator returns to firm as financial advisor

The advisor will serve clients in Winchester, Virginia.

Fund giants want a piece of the $1.5T private credit action
NEWS INDUSTRY NEWS SEP 14, 2023
Fund giants want a piece of the $1.5T private credit action

Funds are seeking acquisitions and are willing to pay big for a deal.

Why Ray Dalio shuns bonds in favor of cash
NEWS INDUSTRY NEWS SEP 14, 2023
Why Ray Dalio shuns bonds in favor of cash

Seasoned investor says bonds are not a good long-term investment.