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CFP Board unveils scholarship for aspiring women planners
The scholarship was created by Peggy Ruhlin, a certified financial planner with a lengthy career in wealth management.
Americans paying as much interest on other debt as on mortgages
The near-parity between interest payments on mortgages and those on other kinds of debt, like credit cards and student loans, is unprecedented in data going back to the 1970s.
Digital assets custody firm hires former Morgan Stanley exec as CFO
Prometheum recently secured approval as a special purpose broker-dealer.
HNW advisors see an edge in customized portfolios
Direct indexing, separately managed accounts, and consolidated reporting are keys to winning high-net-worth business, according to research from Cerulli.
RIA M&A bounces back to start 2024: Report
'Wealth management deals held pretty firm last year compared to all other areas of investment banking,' one banker notes.
New research highlights importance of IRAs in retirement planning
More than four in ten US households have IRAs, according to an Investment Company Institute report.
JPMorgan acquires ex-Fortress investment tech firm LayerOne
The deal will improve JPMorgan's offering for hedge funds.
Wall Street DEI programs dial back amid litigation fear
Firms are opening up diversity programs to all, which may erase progress.
Deals market set for rebound: Macquarie
Asset manager sees incoming deployment of dry powder.
Women are taking action against financial stress, Fidelity finds
Four-fifths of women are taking control, with Gen Z leading the way in dismantling gender stereotypes.
California governor backs best-interest bill for annuity sales
Gov. Newsom’s signing of SB 263 makes California the 44th state to adopt the NAIC's controversial model for annuity transactions.
Ameriprise bracing for $50 million penalty over messaging
'There's no rhyme or reason regarding how these penalties are determined,' one industry executive says.
Carbon emissions reach record high despite renewables gains
The International Energy Agency says CO2 stats would have been far worse without green energy.
World Trade Organization inches toward new agreements on global trade
Agriculture, fisheries among the key topics being debated by 160 countries.
Brothers settle 21-year feud over billions in diamonds, LA real estate
Bizarre case has been likened to Dickens' novel Bleak House, but with a twist.
Research hints at vicious mental health-wealth cycle for workers
New TIAA report points to two-way interplay between financial stressors and US employees’ mental health.
Vanguard announces CEO Tim Buckley to retire
The fund company launches a search for chief executive’s successor as CIO Greg Davis is elevated to the role of president.
With great growth comes great conflicts for RIAs
Where Wall Street goes, trouble is sure to follow.
Quest for scale is reshaping RIAs, report says
Amid continued consolidation and M&A, mega-RIA firms are emerging to play key roles in shaping the wealth industry.
Nomination deadline closing in for InvestmentNews Awards
Friday is the final day to highlight a worthy candidate.
