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Trump wins… now what? Women advisors on calming clients and steering strategy
NEWS WOMEN ADVISOR COMMUNITY NOV 06, 2024
Trump wins… now what? Women advisors on calming clients and steering strategy

The morning after election night, panelists at the InvestmentNews 2024 Women Advisors Summit talk about cooling emotions and staying steady for clients.

 Donald Trump's victory casts a shadow over the Federal Reserve
NEWS INDUSTRY NEWS NOV 06, 2024
Donald Trump's victory casts a shadow over the Federal Reserve

Central bankers led by Fed Chairman Jerome Powell may have to tread carefully on their rate-cutting path as Trump's policy proposals could upend the economic outlook.

What Trump could mean for equities and fixed income
NEWS EQUITIES NOV 06, 2024
What Trump could mean for equities and fixed income

Donald Trump will again be president next year, and with Republican majorities in Congress, some industries stand to benefit from regulatory cuts.

RIA M&A hits all-time high in October Surprise
NEWS RIAS NOV 06, 2024
RIA M&A hits all-time high in October Surprise

Devoe's latest tracking of deal activity for the month shows 39 record-breaking transactions, including four-fifths that featured private equity.

S&P 500 futures, dollar, Bitcoin surge as Trump declares victory
NEWS INDUSTRY NEWS NOV 06, 2024
S&P 500 futures, dollar, Bitcoin surge as Trump declares victory

Trump Trades gain as Republicans win swing states, US Senate.

Residential real estate prices have slowed again, and it's likely to get worse
NEWS INDUSTRY NEWS NOV 06, 2024
Residential real estate prices have slowed again, and it's likely to get worse

Potential returns from investing in homes set to be restrained for some time.

Tesla stock soars 15% as Musk expected to benefit from election result
NEWS INDUSTRY NEWS NOV 06, 2024
Tesla stock soars 15% as Musk expected to benefit from election result

Billionaire's backing of Trump expected to be returned.

What's next for Bitcoin under Trump administration?
NEWS INDUSTRY NEWS NOV 06, 2024
What's next for Bitcoin under Trump administration?

Crypto ETFs gain as investors weigh supportive regulations.

Credit risk falls as markets react to Trump win
NEWS INDUSTRY NEWS NOV 06, 2024
Credit risk falls as markets react to Trump win

Positive overall reaction will vary by sector.

JPMorgan says finance firms cannot ignore biodiversity
NEWS INDUSTRY NEWS NOV 06, 2024
JPMorgan says finance firms cannot ignore biodiversity

Wall Street titan warns of 'paralysis' in nature-related investment products.

Interactive Brokers election bettors give Trump the edge
NEWS INDUSTRY NEWS NOV 05, 2024
Interactive Brokers election bettors give Trump the edge

For what it's worth, snapshot of contracts taken on polling day gives the former president a roughly six-to-four advantage over Vice President Kamala Harris.

Thiel, Casady latest executives to keep grinding, investing, earning
NEWS RIAS NOV 05, 2024
Thiel, Casady latest executives to keep grinding, investing, earning

“They have the skills to run huge companies, so why not focus on a start up?" one senior executive said.

The bulls keep charging despite election uncertainty
NEWS EQUITIES NOV 05, 2024
The bulls keep charging despite election uncertainty

With the election result in doubt, financial advisors discuss whether the market still hates uncertainty.

How an anti-terrorism law is hurting auto IRAs
NEWS INDUSTRY NEWS NOV 05, 2024
How an anti-terrorism law is hurting auto IRAs

Nearly half of workers eligible for auto IRAs can't be verified, under requirements of the 2001 USA Patriot Act, the Bipartisan Policy Center found.

Make client problems your problems, Merit Financial Advisors CEO says
NEWS RIAS NOV 05, 2024
Make client problems your problems, Merit Financial Advisors CEO says

"Solve their problem for them right away," Merit CEO Rick Kent said, reflecting on building relationships and growing the RIA.

Dynasty Financial firm Cyndeo Partners makes milestone hire in Florida
NEWS RIAS NOV 05, 2024
Dynasty Financial firm Cyndeo Partners makes milestone hire in Florida

The RIA with $2.4 billion in assets is boosting its Central Florida strategy with the seasoned ultra-high-net-worth planning expert from Bison Wealth

Father-son advisor duo launch $750M indie firm
NEWS RIAS NOV 05, 2024
Father-son advisor duo launch $750M indie firm

The practice driven by a CIBC Private Wealth veteran with over three decades of experience has made its debut in Chicago's high-net-worth market.

State Street is in the market for a private credit manager
NEWS ALTERNATIVES NOV 05, 2024
State Street is in the market for a private credit manager

The money manager is looking to get a foothold in the private debt or infrastructure space in a race for a share in the rapidly growing alternative asset space.

Focus Financial announces another firm has joined The Colony Group, adding $6.6B
NEWS INDUSTRY NEWS NOV 05, 2024
Focus Financial announces another firm has joined The Colony Group, adding $6.6B

The deal is the second major announcement for the firm in the last week.

Schwab clients continued to focus on tech equities, sold gains on some financials
NEWS INDUSTRY NEWS NOV 05, 2024
Schwab clients continued to focus on tech equities, sold gains on some financials

The firm's trading index shows activity remains muted by historic standards.