News

Displaying 41706 results
No place for Dimon in Trump administration
INDUSTRY NEWS NOV 15, 2024
No place for Dimon in Trump administration

Dimon says he wouldn't have wanted a job anyway.

Gold hovers around two-month low after Fed comments
INDUSTRY NEWS NOV 15, 2024
Gold hovers around two-month low after Fed comments

Bullion set to be down 4% this week.

What RIAs should try to achieve in their first year
PRACTICE MANAGEMENT NOV 14, 2024
What RIAs should try to achieve in their first year

From operations to unique value propositions, advisors weigh in on best goals for new RIAs.

Most retirees are now carrying credit card debt
RETIREMENT PLANNING NOV 14, 2024
Most retirees are now carrying credit card debt

Over half of people retire sooner than expected, and rising costs due to inflation, along with unexpected expenses, are leading a growing proportion of retirees to turn to credit cards, EBRI found.

Corient, formerly CI Private Wealth, targets 2026 for IPO
RIAS NOV 14, 2024
Corient, formerly CI Private Wealth, targets 2026 for IPO

During the third quarter, Corient completed the acquisitions of two firms.

Trump's second term poses fresh risk to ESG investing
ESG NOV 14, 2024
Trump's second term poses fresh risk to ESG investing

The president-elect's policies, mirroring the playbook he used eight years ago, creates challenges for the already declining space

Advisors talk giving strategies to celebrate National Philanthropy Day
PRACTICE MANAGEMENT NOV 14, 2024
Advisors talk giving strategies to celebrate National Philanthropy Day

Wealth managers weigh in on trends in charitable giving this holiday season.

Raymond James nabs more Edward Jones advisors in Washington
BROKER DEALERS NOV 14, 2024
Raymond James nabs more Edward Jones advisors in Washington

The wealth management giant has bolstered its independent advisor arm again with the latest additions in the Pacific Northwest.

Dynasty Financial unveils outsourced investment program
RIAS NOV 14, 2024
Dynasty Financial unveils outsourced investment program

The giant RIA platform's new turnkey multi-manager program offers automated, tax-aware options to manage $5 billion in assets across its partner firms.

Captrust snaps up $5B Boston Financial Management
RIAS NOV 14, 2024
Captrust snaps up $5B Boston Financial Management

The deal extends the RIA giant's presence in New England with new locations in Boston, Massachusetts, and Maine.

Avantax adds former LPL advisor in South Carolina
BROKER DEALERS NOV 14, 2024
Avantax adds former LPL advisor in South Carolina

The Cetera subsidiary continues to demonstrate the appeal of its tax focus with its latest independent advisor addition in the East Coast.

$112B Pathstone taps ex-Schwab family office leader as chief growth officer
RIAS NOV 14, 2024
$112B Pathstone taps ex-Schwab family office leader as chief growth officer

The ultra-high-net-worth RIA's newest executive, who's also a Fidelity alum, is tasked with fueling strategic growth and innovation to strengthen its position.

Integrated Partners expands $20B RIA with Boston-based advisory team
INDUSTRY NEWS NOV 14, 2024
Integrated Partners expands $20B RIA with Boston-based advisory team

Young, ambitious wealth planner seeks aggressive growth with new firm.

Experienced investors make decisions alone, but they also value advisors
INDUSTRY NEWS NOV 14, 2024
Experienced investors make decisions alone, but they also value advisors

And the value placed on professional advice is increasing.

B. Riley financials remain pressured as firm delays report
INDUSTRY NEWS NOV 14, 2024
B. Riley financials remain pressured as firm delays report

Shareholders forced to wait for quarterly update.

Oil prices constraint in 2025 as IEA predicts daily 1M barrel glut
INDUSTRY NEWS NOV 14, 2024
Oil prices constraint in 2025 as IEA predicts daily 1M barrel glut

Industry association says many global factors will ease demand.

Kerry warns Trump over climate inaction
INDUSTRY NEWS NOV 14, 2024
Kerry warns Trump over climate inaction

Former Secretary of State says China could take leadership.

Bitcoin touches new high before retreating
INDUSTRY NEWS NOV 14, 2024
Bitcoin touches new high before retreating

Leading cryptocurrency gained 6% Wednesday.

The key to success for next-gen advisors? ‘Be open and flexible’
PRACTICE MANAGEMENT NOV 14, 2024
The key to success for next-gen advisors? ‘Be open and flexible’

Panelists at RIA Activate California share insights to help firms future proof their business for next-gen talent.

Musk, Ramaswamy tapped as advisors to dismantle government
INDUSTRY NEWS NOV 13, 2024
Musk, Ramaswamy tapped as advisors to dismantle government

Vivek Ramaswamy, founder of asset manager Strive, and Tesla CEO Elon Musk represent incoming President Donald Trump's "Department of Government Efficiency," with possible consequences for agencies and regulations.