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Criticism of Blackstone mortgage REIT shows ‘froth’ draining from market
Financial advisors often recommend REITs as a way to generate income in retirement.
Merit acquires fellow Georgia-based firm managing $300M
ClearBridge Wealth provides investment management and financial planning.
There’s a generational divide in managing rising concern about financial future
Envestnet survey reveals need for blend of technology and human advisor insights.
Ray Dalio says green finance has to be profitable
Veteran hedge fund investors tells COP28 delegates that private capital demands returns.
Sovereign bond issuers lack climate ambition, says $5B investor group
Alliance says US and Canada among nations falling short on climate finance.
Elon Musk’s SpaceX valued at $175B in potential tender offer
Sources say the firm is considering selling insider shares for $95.
Mercer announces two deals in as many days
RIA aggregator acquired $495M Paragon Wealth Strategies and $95M Brighton Financial Planning.
Last call for votes: 5-Star Fund Providers and 5-Star Research Platforms
InvestmentNews’ inaugural 5-Star Fund Providers and 5-Star Research Platforms is closing this Friday.
Could Europe lead global rate cutting in 2024?
Investors are betting that the ECB may be an early mover.
Wells Fargo’s indy group, FiNet, bumps up fee for big advisors
What's not clear is how many FiNet advisors will feel the sting of the fee increase.
Donor-advised funds underpin growth in charitable giving
Schwab Charitable reported its donors increased their giving by 8%, or nearly $350 million, to more than $5 billion in its fiscal year 2023.
Cap on Wells Fargo assets will cause pain eventually, Scharf says
The bank has been hobbled by the Fed order limiting its size for more than five years — longer than Scharf's tenure as CEO.
UBS is latest firm OK’d by NFL players union
More than two decades old, the NFLPA's registered player financial advisor program for years was limited to individual financial advisors.
Most Americans think they can spot a scam, but Citi study reveals otherwise
Scams are becoming more prolific and more sophisticated.
China credit outlook cut to negative by Moody’s
Debt levels are concerning the ratings agency.
Indiana-based hybrid hires former Wells Fargo exec
John Peluso retired in September as head of Wells Fargo’s clearing operations, and earlier presided over FiNet.
Giant RIAs in old-fashioned donnybrook for advisors and clients
Edelman Financial Engines is suing Mariner Wealth Advisors, alleging that Mariner is poaching its clients and running Edelman out of business.
Thinking of going independent? How smaller RIAs can win despite disruptive tech
Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.
Can banks really be trusted on ESG when they set their own rules?
Discussions at COP28 include global standards for sustainability reporting.
Shut up and take our money, investors say about financial advice
Demand for paid financial advice is at a high level and rising, survey data show.
