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Fifth Third expands further in North Carolina with $1.8B Truist team
RIAS NOV 18, 2024
Fifth Third expands further in North Carolina with $1.8B Truist team

The firm's newest advisor additions in the Southeast come with 55 years of collective experience in the industry.

Homeowners stay put as lower rates offer wealth building, debt consolidation
INDUSTRY NEWS NOV 18, 2024
Homeowners stay put as lower rates offer wealth building, debt consolidation

Those who have bought a home in the past decade focus on financial security.

What are Americans' top financial stressors right now?
INDUSTRY NEWS NOV 18, 2024
What are Americans' top financial stressors right now?

Report highlights challenges but also rising optimism for financial wellness.

Bear to bull: Why Morgan Stanley's Wilson is upbeat for 2025
INDUSTRY NEWS NOV 18, 2024
Bear to bull: Why Morgan Stanley's Wilson is upbeat for 2025

Wall Street strategist sees good things ahead for equities.

Goldman says 'go for gold' amid $3K target
INDUSTRY NEWS NOV 18, 2024
Goldman says 'go for gold' amid $3K target

Bullion among firm's top commodities picks for next year.

Watchdogs to address debt levels in non-banks
INDUSTRY NEWS NOV 18, 2024
Watchdogs to address debt levels in non-banks

Borrowing at hedge funds, private capital markets among target.

For green energy investors, this could be the best bet
INDUSTRY NEWS NOV 18, 2024
For green energy investors, this could be the best bet

Asset managers are eyeing potential for grid industry.

A bumpy start to autumn but more positives ahead
OPINION NOV 18, 2024
A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound

Former Vanguard CEO Tim Buckley gets seat on Boeing's board
INDUSTRY NEWS NOV 15, 2024
Former Vanguard CEO Tim Buckley gets seat on Boeing's board

The struggling aerospace giant welcomed the former chief executive of the indexing giant as a "trusted leader who brings the voice of the investor."

How to prepare for the uncertainty of markets for 2025
RIAS NOV 15, 2024
How to prepare for the uncertainty of markets for 2025

Chief investment officer discusses the importance of diversification and interest rate volatility ahead of a risky year at RIA Activate California.

Druckenmiller leads family offices in ramping up US bank bets
EQUITIES NOV 15, 2024
Druckenmiller leads family offices in ramping up US bank bets

Investment firms for some of the world's richest families are positioning for a potential Trump-powered bull run in the financial sector.

Cetera extends credit union network with Eglin partnership
BROKER DEALERS NOV 15, 2024
Cetera extends credit union network with Eglin partnership

The broker-dealer giant's latest partner in Florida represents 125,000 members with over $2.8 billion in assets.

Ex-Miami broker pleads guilty to money laundering charges
BROKER DEALERS NOV 15, 2024
Ex-Miami broker pleads guilty to money laundering charges

A former Merrill Lynch broker, John Christopher Polit, helped launder bribe money for his father, according to reports.

Could we be in for a "Trump bump" in RIA M&A?
RIAS NOV 15, 2024
Could we be in for a "Trump bump" in RIA M&A?

The president-elect's stance on regulation and tax is anticipated to add more fuel to already scorching-hot levels of deal activity.

Trump selects ex-SEC Chair Jay Clayton as Manhattan's top federal prosecutor
INDUSTRY NEWS NOV 15, 2024
Trump selects ex-SEC Chair Jay Clayton as Manhattan's top federal prosecutor

The appointment marks a transition for Clayton, the "Sheriff of Wall Street" who has no experience in criminal law.

$28.9B EP Wealth welcomes Sageview alum as COO
RIAS NOV 15, 2024
$28.9B EP Wealth welcomes Sageview alum as COO

The Torrance, California-based RIA's C-suite hire brings more than 30 years' leadership experience, including at Goldman Sachs, Fidelity, and JPMorgan.

Why Edward Jones says a newly reached advisor milestone is key to growth
INDUSTRY NEWS NOV 15, 2024
Why Edward Jones says a newly reached advisor milestone is key to growth

The firm has just achieved a major advisor headcount.

As veteran philanthropist Weill retires, stats reveal giving is constrained
INDUSTRY NEWS NOV 15, 2024
As veteran philanthropist Weill retires, stats reveal giving is constrained

Contributions to DAFs and overall charitable giving are impacted by cost of living.

Fed's Powell signals patient stance on rate cuts
INDUSTRY NEWS NOV 15, 2024
Fed's Powell signals patient stance on rate cuts

With economy strong, central banker sees no rush to lower rates.

US Stocks give up one third of post-election rally
INDUSTRY NEWS NOV 15, 2024
US Stocks give up one third of post-election rally

Pullback is expected to continue in Friday's session.