Industry News

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Trump names Cantor Fitzgerald's Howard Lutnick as commerce chief pick
NEWS INDUSTRY NEWS NOV 19, 2024
Trump names Cantor Fitzgerald's Howard Lutnick as commerce chief pick

Lutnick, a one-time reality show guest of Trump's who's also one of his most prominent Wall Street backers, would play a central role in his tariff agenda if approved.

Bridgewater teams up with State Street on 'All Weather' ETF launch
NEWS ALTERNATIVES NOV 19, 2024
Bridgewater teams up with State Street on 'All Weather' ETF launch

The partnership to bring the flagship strategy by Ray Dalio to the masses is just the latest case of hedge funds' incursion into the ETF world.

More professional designations mean more success for women advisors
NEWS OPINION NOV 19, 2024
More professional designations mean more success for women advisors

For women financial advisors, professional designations are not just credentials to add after their names, they are vital tools that can accelerate success.

After the election duel, stay cool and manage emotions
NEWS OPINION NOV 19, 2024
After the election duel, stay cool and manage emotions

Our Women to Watch provided professional pragmatism ahead of what will likely be a stormy four years.

Wealth.com strikes partnership with $11.84B RIA Merit Financial Advisors
NEWS RIAS NOV 19, 2024
Wealth.com strikes partnership with $11.84B RIA Merit Financial Advisors

The alliance will give advisors at the top-ranked independent access to the fintech provider's estate planning capabilities.

Keeping it in the family
NEWS PRACTICE MANAGEMENT NOV 19, 2024
Keeping it in the family

Passing down a financial advisory practice to a family member is not always smooth, and requires a lot of hard work upfront.

Which are the top new tech solutions for investment professionals?
NEWS FINTECH NOV 19, 2024
Which are the top new tech solutions for investment professionals?

InvestmentNews' inaugural report showcases some of the best new portfolio management systems, retirement income planning solutions, and compliance tools.

Helping advisors "break through the glass ceiling"
NEWS RIAS NOV 19, 2024
Helping advisors "break through the glass ceiling"

"Our differentiation is that the financial advisor is the one who’s special," says Neil Turner, of NewEdge Advisors.

Taking headlines out of clients' heads
NEWS PRACTICE MANAGEMENT NOV 19, 2024
Taking headlines out of clients' heads

How financial planner is taking advantage of interest rate trends without taking undue investment risk.

Where do annuities fit in?
NEWS RETIREMENT PLANNING NOV 19, 2024
Where do annuities fit in?

Our profession must focus more on the distribution phase, says Nate Moody, of Lebel & Harriman Retirement Advisors.

Slowly embracing the AI revolution
NEWS FINTECH NOV 19, 2024
Slowly embracing the AI revolution

Ivan Illán, of Aligne Wealth Advisors, on the challenges and complexities of this new era.

Investors go for gold with allocations, prices set to rise
NEWS INDUSTRY NEWS NOV 19, 2024
Investors go for gold with allocations, prices set to rise

Gold features in more portfolios and sentiment is high.

Gen Z buying power has risen with investing, job-hopping growing wealth
NEWS INDUSTRY NEWS NOV 19, 2024
Gen Z buying power has risen with investing, job-hopping growing wealth

Youngest cohort of American adults are focused on financial security.

Treasuries jump amid renewed Russia tension
NEWS INDUSTRY NEWS NOV 19, 2024
Treasuries jump amid renewed Russia tension

Haven assets gained in a rapid repricing as Putin hits back at US.

S&P 500 at 6,500 by end of 2025, Goldman strategist predicts
NEWS INDUSTRY NEWS NOV 19, 2024
S&P 500 at 6,500 by end of 2025, Goldman strategist predicts

David Kostin has raised his target, sees lower influence of Magnificent 7.

Bitcoin heads towards all-time peak
NEWS INDUSTRY NEWS NOV 19, 2024
Bitcoin heads towards all-time peak

Supportive Trump policies are boosting the crypto leader.

Maraganore joins Jefferies as senior advisor
NEWS INDUSTRY NEWS NOV 19, 2024
Maraganore joins Jefferies as senior advisor

Former Alynlam CEO adds experience to investment bank.

The benefits of equity model partnerships for RIAs
NEWS RIAS NOV 18, 2024
The benefits of equity model partnerships for RIAs

"There's no better way than having true financial alignment through equity partnership," one CEO said.

Hedge fund star Ken Griffin 'very anxious' over Trump's tariff pledge
NEWS INDUSTRY NEWS NOV 18, 2024
Hedge fund star Ken Griffin 'very anxious' over Trump's tariff pledge

The Citadel founder called the economic policy a 'long, slippery slope' even as he waxed bullish on the incoming president's potential impact on markets.

Broker settles Finra Reg BI allegations involving GWG bond sales
NEWS BROKER DEALERS NOV 18, 2024
Broker settles Finra Reg BI allegations involving GWG bond sales

The broker sold the speculative, illiquid GWG L bonds to four customers, despite the bonds not being suitable for them, Finra stated.