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Trump's social media stock surges 20 percent as campaign makes late-inning New York stop
NEWS EQUITIES OCT 28, 2024
Trump's social media stock surges 20 percent as campaign makes late-inning New York stop

Trump Media shares have rallied as political betting markets show higher odds of the Republican candidate's victory on November 5.

MAI Capital welcomes $528M Hyperion Partners
NEWS RIAS OCT 28, 2024
MAI Capital welcomes $528M Hyperion Partners

The $28B AUM RIA is extending its reach in Pennsylvania with an advisory team to high-net-worth individuals and business owners.

Homrich Berg bolsters Florida footprint with new Tampa office
NEWS RIAS OCT 28, 2024
Homrich Berg bolsters Florida footprint with new Tampa office

The $18B RIA's newest location in the Southeast will be headed by a veteran professional coming back from a two-year retirement.

Women dream of an active retirement but the reality may be less exciting
NEWS INDUSTRY NEWS OCT 28, 2024
Women dream of an active retirement but the reality may be less exciting

Many women are facing later years struggling with their finances.

Clients using social media for advice likely to getting misinformation most of the time
NEWS INDUSTRY NEWS OCT 28, 2024
Clients using social media for advice likely to getting misinformation most of the time

An analysis of financial advice shows high levels of bad information.

Earnings season is failing to impress investors
NEWS INDUSTRY NEWS OCT 28, 2024
Earnings season is failing to impress investors

S&P500 firms beating estimates is at lowest rate in almost two years.

Investors brace for 10-day test of US bond market
NEWS INDUSTRY NEWS OCT 28, 2024
Investors brace for 10-day test of US bond market

Debt sales data, presidential election among risk factors.

Oil firm share buybacks in doubt as majors forced to borrow
NEWS INDUSTRY NEWS OCT 28, 2024
Oil firm share buybacks in doubt as majors forced to borrow

Declining cash flow means buybacks may not continue long-term.

Nvidia heads into important week as customers report earnings
NEWS INDUSTRY NEWS OCT 28, 2024
Nvidia heads into important week as customers report earnings

The chipmaker wont report its results for a few more weeks.

Advisor recruiting slips at Stifel, surges at Raymond James
NEWS INDUSTRY NEWS OCT 25, 2024
Advisor recruiting slips at Stifel, surges at Raymond James

“Recruiting is more intense than ever," one headhunter says.

Why clients are sitting on a ticking tax timebomb
NEWS TAX OCT 25, 2024
Why clients are sitting on a ticking tax timebomb

Advisor is critical of industry's tendency to avoid giving tax advice.

Debt throws most higher-ed workers financially off-balance, finds TIAA Institute research
NEWS RETIREMENT PLANNING OCT 25, 2024
Debt throws most higher-ed workers financially off-balance, finds TIAA Institute research

Study reveals struggles to meet other financial obligations, build emergency savings, and prepare for retirement.

Vanguard culling its legacy mutual fund account system by end of 2025
NEWS MUTUAL FUNDS OCT 25, 2024
Vanguard culling its legacy mutual fund account system by end of 2025

If a legacy transfer agent system falls in the forest, and no one is around to hear it, does it make a sound?

The secret to a successful firm? Invest in company culture
NEWS RIAS OCT 25, 2024
The secret to a successful firm? Invest in company culture

Halbert Hargrove executives shine a spotlight on their strategies, from market resilience and diversification to culture and advisor development.

US government's deafening silence on deficits drives unease among investment pros
NEWS INDUSTRY NEWS OCT 25, 2024
US government's deafening silence on deficits drives unease among investment pros

CFA Institute survey finds majority concerned about debt sustainability, highlights risks of the dollar compromising its status as a global reserve currency.

Guggenheim founder Mark Walter hits $12B net worth on Dodgers' rising stock
NEWS ALTERNATIVES OCT 25, 2024
Guggenheim founder Mark Walter hits $12B net worth on Dodgers' rising stock

The 64-year-old's trailblazing 2012 investment has paid off handsomely as the LA-based squad squares off against the Yankees in the World Series.

Apollon extends Northeast presence with CIC Wealth deal
NEWS RIAS OCT 25, 2024
Apollon extends Northeast presence with CIC Wealth deal

The addition of a seasoned advisor team with more than 55 years of combined experience marks the firm's strategic expansion into the Maryland and DC markets.

How much does it cost to go RIA?
NEWS PRACTICE MANAGEMENT OCT 25, 2024
How much does it cost to go RIA?

From office space to legal fees and tech stacks, advisors highlight the initial costs of starting their firms.

Pick to chair Morgan Stanley as Gorman retires from the board
NEWS INDUSTRY NEWS OCT 25, 2024
Pick to chair Morgan Stanley as Gorman retires from the board

Wall Street firm's chair-elect was anticipated to eventually take the role.

Investors' bullish, bearish sentiment returning to historical averages
NEWS INDUSTRY NEWS OCT 25, 2024
Investors' bullish, bearish sentiment returning to historical averages

Survey also reveals the current most important elements of earnings reports.