A port strike is the last thing the US economy needs
Supply chain issues are already a risk, industries want to avoid more.
Election supercycle is making ESG investors nervous
With multiple elections globally, anti-green backlash is in focus.
Nomura trading and investment head gets $12M paycheck
It's the biggest ever for Japan’s biggest brokerage.
SageView teams up with Transamerica on pooled retirement plan solutions
The independent RIA is helping more employers offer retirement benefits with cost-effective 401(k) and PEP plan options.
Wealth tech startup Altruist unveils new tax management suite
The fintech provider’s new tools let RIA clients automate tax-savings strategies, including tax-loss harvesting and gains deferrals.
How this RIA lets clients be their own CEO
‘Part of our value proposition is we're always going to keep you from doing something you’ll regret,’ advisor says.
Finra bars two ex-Raymond James advisors who sold unapproved products
Firms must take reasonable steps to avoid financial advisors' selling away, one compliance expert noted.
Nvidia’s investment case will last for years, says “Big Short” portfolio manager
The $430B slide in the vaunted AI stock hasn't scratched the long-term story, according to Steve Eisman.
Retirement worries span market performance and the election
Nearly 90 percent of people told Schroders they are worried about the presidential election, and savers are overweighted in cash, the company found.
Certuity taps industry veteran Scott Welch as new CIO
As CIO, Welch brings more than 25 years of experience, including time at WisdomTree and Dynasty Financial Partners.
Whatever happened to all those Fed rate cuts Wall Street promised?
A Loomis Sayles fixed income strategist explains what happened and offers guidance on what investors can expect in the second half of 2024.
NewEdge Wealth welcomes investing leader Brian Nick
The ultra-high-net-worth RIA’s latest hire comes with experience from TIAA/Nuveen, UBS, Barclays, and the Federal Reserve Bank of New York.
Still upside risks left to inflation, says Fed’s Bowman
Pinpointing several hotspots, the Federal Reserve governor is standing pat on projecting no rate cuts this year.
Advisors choose diversification as top benefit in private market investing
Pulse survey of advisors by Blackstone finds overwhelming majority allocated to private markets, and factors in manager selection.
For songwriters, it’s about pitch-perfect planning
Tennessee-based advisor David Adams unpacks financial complexities and quirks for clients in the music business – and beyond.
Meet the fastest-growing financial firms
Who made it to America’s list of fast-growing employers? Find out in this report.
Cost of living remains a concern for workers, retirement confidence declining
Working Americans need more financial wellbeing support from employers.
Cyberattacks on the rise with financial sector a top target, report reveals
Blackberry cybersecurity solutions team says attacks include novel methods.
Nvidia, Bitcoin just reminded investors of a market fundamental
What goes up can go down, whatever the investment.
Credit may be a better bet than Treasuries, says Deutsche
Bank's CIO says US spending is likely to increase.
