RBC lands $915M team from Truist
With more than six decades of experience combined, the multigenerational team expands the wealth giant’s profile in Virginia.
AssetMark and Tifin Give forge DAF partnership
The integration partnership will help more advisors weave philanthropy into their clients’ planning with Tifin Give’s advanced technology.
InvestmentNews’ New Technology Report: Entries now open
Are you the future of wealth technology in the US?
‘Women are built for this business’
July 12 is the deadline to nominate for the 2024 Women to Watch Awards.
Wealth Enhancement Group snaps up $219M East Coast RIA
With locations in New Jersey and Florida, the fee-only firm takes a science-backed approach to create personalized portfolios for clients.
Young, wealthy investors more likely to go for broke
BofA study reveals how younger high-net-worth individuals view crypto, real estate, and other alternatives differently from Gen X and older generations.
US remains key destination for migrating millionaires provides opportunity for advisors
China and the UK are among the countries losing wealthy individuals.
IRS takes aim at wealthy individuals who use tax-avoiding partnerships
The agency has announced new investment in compliance and enforcement capabilities.
Student loan debt may impact voting intentions, Bankrate.com poll shows
Study shows even those without loans will be influenced by the issue.
More Americans have health insurance than pre-pandemic
But 25 million remain uninsured according to new report.
Bitcoin at one-month low amid broad crypto sell-off
Stocks and bonds providing better returns weakens digital assets appeal.
Goldman sees slower growth, labor market with two Fed cuts
Any further slowing of demand will hit jobs not just openings.
Citi joins Goldman in lifting US stock outlook
The global banking giant expects continued strength in big tech stocks to keep fueling the benchmark S&P 500.
Can CITs overthrow mutual funds to dominate DC plans?
While CITs have cost benefits for retirement plan sponsors, they fall short on transparency and investment hurdles, according to Cerulli research.
Why entrepreneurs are different when it comes to financial planning
Entrepreneurs constantly need to choose between investing in their businesses and their personal accounts.
Fisher Investments deal’s valuation in line with market
'The firm is unique because of its retail brand,' says one industry consultant.
After growing 81.5% over 20 years, household debt is at a historic high
Analysis of Federal Reserve data finds student loan debt quadrupled, while mortgages make up the lion’s share of total debt.
Rich Americans confident on money management, but not so much about retirement
Affluent individuals estimate they’d need a $3M retirement nest egg, and just half are prepared to transfer their wealth.
Alphacore appoints ex-LPL leader as new COO
The California-based independent is bolstering its leadership as it pursues an M&A strategy to create a national presence.
Ritholtz Wealth taps Callie Cox for inaugural C-suite role
The accomplished reporter and analyst will be a core figure in the national RIA’s content development, blog, and podcasting efforts.
