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Be proactive and plan for the next 'black swan' event
NEWS INDUSTRY NEWS MAY 28, 2024
Be proactive and plan for the next 'black swan' event

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Greg Guenther, GRANTvest Financial Group.

Global financial advisory market expected to be close to $262B by 2028
NEWS INDUSTRY NEWS MAY 28, 2024
Global financial advisory market expected to be close to $262B by 2028

New report predicts stronger annualized growth of 5%.

Wall Street braces for challenging first day of T+1 settlements
NEWS INDUSTRY NEWS MAY 28, 2024
Wall Street braces for challenging first day of T+1 settlements

It's been a century since the US stock market was this fast.

Stocks gain as inflation data is in focus
NEWS INDUSTRY NEWS MAY 28, 2024
Stocks gain as inflation data is in focus

Stats and central bank speakers take center stage this week.

Fed should better explain decisions, says Cleveland president
NEWS INDUSTRY NEWS MAY 28, 2024
Fed should better explain decisions, says Cleveland president

Loretta Mester says people should be helped to understand policy.

Bitcoin slips in wake of failed $9B crypto exchange
NEWS INDUSTRY NEWS MAY 28, 2024
Bitcoin slips in wake of failed $9B crypto exchange

Administrators are dealing with the collapse of the Mt. Gox exchange.

Trump presidency would be worse for US debt, bond market than Biden, says Bill Gross
NEWS INDUSTRY NEWS MAY 27, 2024
Trump presidency would be worse for US debt, bond market than Biden, says Bill Gross

The famed bond king has weighed in, saying Donald Trump’s “more disruptive” tax and fiscal policies would aggravate the budget deficit.

From 'investing' as a kid to solo practice success
NEWS INDUSTRY NEWS MAY 27, 2024
From 'investing' as a kid to solo practice success

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Keary Castleberry, Snowden Lane Partners.

Bringing the five pillars of wealth management together
NEWS INDUSTRY NEWS MAY 27, 2024
Bringing the five pillars of wealth management together

InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises

Citi, HSBC, Barclays amp up back-to-office pressure
NEWS PRACTICE MANAGEMENT MAY 25, 2024
Citi, HSBC, Barclays amp up back-to-office pressure

The banks are pushing more staff to report for in-person work as Finra shifts its rules around workplace monitoring.

Starwood latest nontraded REIT with concerns
NEWS ALTERNATIVES MAY 24, 2024
Starwood latest nontraded REIT with concerns

Nontraded REITs are facing hurdles, higher interest rates, headlines about half-empty office buildings, and investors pulling their money from products.

Better to follow the yellow brick road than stocks so far in 2024
NEWS INDUSTRY NEWS MAY 24, 2024
Better to follow the yellow brick road than stocks so far in 2024

Gold has outperformed stocks year-to-date, but will its golden run last through the summer?

Raymond James unveils new CFO in C-suite shakeup
NEWS BROKER DEALERS MAY 24, 2024
Raymond James unveils new CFO in C-suite shakeup

The broker-dealer giant has revealed new details of leadership changes as part of its long-term succession strategy.

Is a college diploma still worth it? Americans are split
NEWS INDUSTRY NEWS MAY 24, 2024
Is a college diploma still worth it? Americans are split

Survey reveals mixed views on college education, with just a fifth of adults willing to take on debt for a four-year degree.

Blowout Nvidia forecast sends investors searching for more AI winners
NEWS INDUSTRY NEWS MAY 24, 2024
Blowout Nvidia forecast sends investors searching for more AI winners

Another blockbuster earnings report from the chipmaking giant raises the appeal for other AI-linked plays.

Finalist founded her RIA at just 29 years old
NEWS INDUSTRY NEWS MAY 24, 2024
Finalist founded her RIA at just 29 years old

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Jenna Biancavilla, Pearl Capital Management

One third of investors believe the Fed won't cut rates at all this year
NEWS INDUSTRY NEWS MAY 24, 2024
One third of investors believe the Fed won't cut rates at all this year

Investor sentiment is falling overall as inflation, rate cut concerns rise.

Why HR managers could open the door to new business for advisors
NEWS INDUSTRY NEWS MAY 24, 2024
Why HR managers could open the door to new business for advisors

JPMorgan to pay $100M for client order monitoring fails: CFTC
NEWS INDUSTRY NEWS MAY 24, 2024
JPMorgan to pay $100M for client order monitoring fails: CFTC

Firm did not monitor of billions of client orders over 7-year period.

SEC gives exchanges greenlight to list Ether ETFs
NEWS INDUSTRY NEWS MAY 24, 2024
SEC gives exchanges greenlight to list Ether ETFs

The next step is approval for individual fund managers.