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Wealth management veteran wants to help advisors share best practice
INDUSTRY NEWS SEP 11, 2024
Wealth management veteran wants to help advisors share best practice

New peer-to-peer community launched by former LPL, Thrivent leader.

US slips down global retirement index as more individuals feel the strain
INDUSTRY NEWS SEP 11, 2024
US slips down global retirement index as more individuals feel the strain

New analysis looks at multiple factors driving retirement security in 44 countries.

Northern Trust announces leadership changes to align for growth
INDUSTRY NEWS SEP 11, 2024
Northern Trust announces leadership changes to align for growth

Changes will take place from October 1, 2024.

US two-Year yield lowest since 2022 as CPI data is awaited
INDUSTRY NEWS SEP 11, 2024
US two-Year yield lowest since 2022 as CPI data is awaited

With a week until the Fed's rates decision, inflation stats are key.

Bitcoin slips as market decides its was a Harris win
INDUSTRY NEWS SEP 11, 2024
Bitcoin slips as market decides its was a Harris win

A Trump administration is considered more favorable to cryptos.

Goldman says its ESG stock-picking model wins most of the time
INDUSTRY NEWS SEP 11, 2024
Goldman says its ESG stock-picking model wins most of the time

Circular economy is an important part of the equation.

Social Security earnings test: a guide for retirees
SEP 11, 2024
Social Security earnings test: a guide for retirees

The Social Security earnings test applies if you earn a certain income and file for retirement benefits before the full retirement age (FRA). Find out how this test works in this guide

Maximizing Social Security benefits for a nonworking spouse
SEP 10, 2024
Maximizing Social Security benefits for a nonworking spouse

Social Security benefits for a nonworking spouse are available based on their partner’s earnings record. How much can they get? Read on to find out

Ron Carson: From salesman to shaman
OPINION SEP 10, 2024
Ron Carson: From salesman to shaman

“Obviously, this is beyond unusual,” says one veteran financial advisor.

JPMorgan leads banks stocks lower as Pinto tempers earnings expectations
EQUITIES SEP 10, 2024
JPMorgan leads banks stocks lower as Pinto tempers earnings expectations

The remarks at an industry conference Tuesday sent the Wall Street bank on its biggest intraday tumble in more than four years.

Investors claiming "emotional distress damages" win lawsuit involving GWG bonds
FIXED INCOME SEP 10, 2024
Investors claiming "emotional distress damages" win lawsuit involving GWG bonds

"This is one of the largest emotional distress damages awarded in Finra’s history,” says attorney.

September is historically a scary month for stocks. Why not "market time" it?
EQUITIES SEP 10, 2024
September is historically a scary month for stocks. Why not "market time" it?

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market's trickiest month.

Savvy extends recruitment push with two experienced advisors
RIAS SEP 10, 2024
Savvy extends recruitment push with two experienced advisors

The AI-powered RIA's newest additions in California and Illinois include an $800M advisor from TIAA and a two-decade veteran from Corebridge.

Women to Watch 2024 excellence awardees revealed
WOMEN ADVISOR COMMUNITY SEP 10, 2024
Women to Watch 2024 excellence awardees revealed

The fifth annual awards night on November 6 will celebrate the best and brightest women in the financial services industry. Did you make the list?

LPL expands HNW employee advisor division in New York with $700M BofA duo
BROKER DEALERS SEP 10, 2024
LPL expands HNW employee advisor division in New York with $700M BofA duo

The Long Island-based team joining LPL Private Wealth bring over 40 years of collective experience catering to a diverse clientele, with a focus on the Brooklyn area.

Why advisors are turning to customized portfolios
RIAS SEP 10, 2024
Why advisors are turning to customized portfolios

Advisors delve into the pros and cons as survey reveals what they believe is setting them apart from competitors.

Traders nervous ahead of Harris-Trump debate
INDUSTRY NEWS SEP 10, 2024
Traders nervous ahead of Harris-Trump debate

Volatility likely in election run-up, but what's ahead?

Wages could rise fastest in two decades if firms' budgets are as projected
INDUSTRY NEWS SEP 10, 2024
Wages could rise fastest in two decades if firms' budgets are as projected

Barometer of salary budget increases reveals strong intentions for 2025.

Millions of homeowners could face financial struggle from extreme weather event
INDUSTRY NEWS SEP 10, 2024
Millions of homeowners could face financial struggle from extreme weather event

Large share of owners say they would go into debt just to pay insurance deductible.

Former Invesco, Merrill veteran joins $17B RIA to lead marketing
RIAS SEP 10, 2024
Former Invesco, Merrill veteran joins $17B RIA to lead marketing

New CMO plans to drive growth at Atlanta based firm.