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Genstar Capital becomes majority investor in Docupace
FINTECH JUL 24, 2024
Genstar Capital becomes majority investor in Docupace

Investment boosts growth and innovation potential for wealth management software firm.

Fintech firm introduces one-button ETF investing platform
ETFS JUL 24, 2024
Fintech firm introduces one-button ETF investing platform

New application aims to revolutionize ETF investing.

Raymond James welcomes new VP of wealth management to Dublin office
INDUSTRY NEWS JUL 24, 2024
Raymond James welcomes new VP of wealth management to Dublin office

Advisor previously managed more than $100 million at Edward Jones.

KKR to acquire Janney Montgomery Scott from Penn Mutual
INDUSTRY NEWS JUL 24, 2024
KKR to acquire Janney Montgomery Scott from Penn Mutual

Janney manages over $150 billion in assets and employs more than 900 financial advisors across 135 offices in the US.

Half of real estate investors have lost $100K or more on a single asset
INDUSTRY NEWS JUL 24, 2024
Half of real estate investors have lost $100K or more on a single asset

Most who've put money into residential real estate have lost.

Credent Wealth Management secures strategic investment for expansion
INDUSTRY NEWS JUL 24, 2024
Credent Wealth Management secures strategic investment for expansion

Indiana headquartered $2.6B RIA gains funds to accelerate national spread.

NTAM hires former Goldman leader as global head of product strategy
INDUSTRY NEWS JUL 24, 2024
NTAM hires former Goldman leader as global head of product strategy

The $1.2B firm's new appointment will lead the drive for innovation.

Ether ETFs exceed $100M inflows in debut trading
INDUSTRY NEWS JUL 24, 2024
Ether ETFs exceed $100M inflows in debut trading

BlackRock, Bitwise, Fidelity lead the demand across nine new funds.

Tesla disappoints but Musk hails autonomy as the future
INDUSTRY NEWS JUL 24, 2024
Tesla disappoints but Musk hails autonomy as the future

Robotaxis launch pushed back by around two months.

Smalltown students benefit as billionaire banker pledges $150M
INDUSTRY NEWS JUL 24, 2024
Smalltown students benefit as billionaire banker pledges $150M

Byron Trott's latest philanthropic act will help rural students.

A closer look at the 401(k) by Empower 
JUL 24, 2024
A closer look at the 401(k) by Empower 

Empower is one of the many 401(k) providers in the U.S. How is the Empower 401(k) different from the others and should you sign up?

What Investors Should Know About the Vanguard 401k 
JUL 24, 2024
What Investors Should Know About the Vanguard 401k 

Is the 401(k) by Vanguard good enough for retirement planning, or should you recommend another provider? Know more here

Barred broker arrested in Ohio for $1 million alleged fraud
ALTERNATIVES JUL 23, 2024
Barred broker arrested in Ohio for $1 million alleged fraud

"If the salesperson doesn't have a license, my advice is simple: hang onto your wallet," one former state regulator says.

Advisor takes $250 million practice to Ameriprise
ADVISOR MOVES JUL 23, 2024
Advisor takes $250 million practice to Ameriprise

John Cortale and team will work under a new name, Monumental Financial Planning.

Outsourced family office hires $3B UHNW Citi duo
ADVISOR MOVES JUL 23, 2024
Outsourced family office hires $3B UHNW Citi duo

Hires continue firm's rapid growth following appointment of industry veteran.

T. Rowe Price bets on fast growth in $7B blue bonds market
INDUSTRY NEWS JUL 23, 2024
T. Rowe Price bets on fast growth in $7B blue bonds market

Investment manager expects escalation over the next decade.

Why AI boom could derail US emissions reduction
INDUSTRY NEWS JUL 23, 2024
Why AI boom could derail US emissions reduction

New analysis highlights skyrocketing demand for electricity.

They co-lead a Wall Street titan: here's how it happened
INDUSTRY NEWS JUL 23, 2024
They co-lead a Wall Street titan: here's how it happened

Jamie Dimon's hand-picked leaders are focused on market share.

RIA M&A continues to roll in 2024
RIAS JUL 22, 2024
RIA M&A continues to roll in 2024

"The big theme is that the industry is still in fourth inning of the consolidation ball game," says one executive.

Advisors assess "Harris Trade" after Biden's departure from Presidential race
INDUSTRY NEWS JUL 22, 2024
Advisors assess "Harris Trade" after Biden's departure from Presidential race

Wall Street has come to a consensus on the "Trump Trade." But which sectors will be winners if the Vice President wins the election?