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Private capital managers see RIA channel as key growth area
Senior investment strategist at $50B Churchill Asset Management shares insights.
Wealthspire Advisors adds former BofA portfolio manager to growing team
Industry veteran joins the firm in the New York, South Florida markets.
Global oil markets headed for major surplus, IEA says
Agency says US-led production surge could weigh on prices.
Bathroom bans part of toxic culture at Archegos, trial hears
Collapsed firm's founder Bill Hwang is on trial for fraud.
Trump would back Bitcoin over Fed-backed crypto
Presidential hopeful held event for crypto miners at Mar-a-Lago Tuesday.
Are easy days of RIA financing a thing of the past?
Financial advisors may be dragged through the muck when financing goes wrong.
Brooklyn-based brokerage TradeZero hit with $250k penalty over finfluencer activities
Finra investigation finds pandemic-era promotions, recordkeeping, and privacy notices to investors breached a raft of rules and regulations.
Eton Advisors boosts UHNW capabilities with family office veteran
The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.
Vestmark partnership to drive ‘key to wealth management firm growth’
The firm has announced a strategic partnership to enhance platform.
Bond traders await Fed signals for new roadmap
Wednesday's rates decision will help shape the playbook through 2025.
Citi sees record highs for European stocks…just not yet
Wall Street strategists believe a new high will be reached mid-2025.
Bitcoin investors face volatile 36 hours
Fed announcement, US inflation data set to make an impact.
More DIY investors want an advisor in their corner
Cerulli research finds two-fifths of self-directed investors are willing to pay for human advice, opening opportunities for providers.
Who are the highest-paid S&P 500 CEOs of 2023?
Median total compensation up by 12.6% for CEOs – compared to 5.2% for employees.
Principal client wins $7 million claim involving annuities
'The evidence further reflected a pattern of churning,' one executive said about the case.
Focus eyes fiduciary advice leadership with key C-suite hires
The RIA aggregator is prioritizing strategic growth and operational efficiency with critical appointments, including veterans from Morgan Stanley and Goldman Sachs.
Homeowners with a mortgage gained average $28K over 12 months
Home equity closed in on a record high in the first quarter of 2024.
S&P 500 could drop 8% without Fed cut, say RBC strategists
Outlook also considers sticky inflation, Treasuries below 5%.
Wednesday’s data could bring double blow, but traders are ready
CPI, Fed decision could spark volatility.
Asset managers called it wrong on dollar: CFTC data
Bearish bets came at the wrong time according to the stats.
