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Tariff shock wiped $169B from state, local US pension funds
INDUSTRY NEWS APR 11, 2025
Tariff shock wiped $169B from state, local US pension funds

Total losses set to be 'significant higher' says Equable Institute.

By Bloomberg
BofA's Hartnett says investors should sell rallies during trade war
INDUSTRY NEWS APR 11, 2025
BofA's Hartnett says investors should sell rallies during trade war

Taking a short position on stocks may be the best strategy for now.

By Bloomberg
Treasuries are trading like a risky asset
INDUSTRY NEWS APR 11, 2025
Treasuries are trading like a risky asset

Experts weigh in on what's happening with US bonds.

By Bloomberg
Gold just keeps setting new highs
INDUSTRY NEWS APR 11, 2025
Gold just keeps setting new highs

Friday's bullion price has surpassed Thursday's record .

By Bloomberg
Americans are concerned about tariff impact, latest inflation stats no relief
INDUSTRY NEWS APR 11, 2025
Americans are concerned about tariff impact, latest inflation stats no relief

Consumer polls reveal CPI print is unlikely to have provided hope.

By Steve Randall
First COLA prediction since tariffs is out; is it time to claim Social Security?
RETIREMENT PLANNING APR 11, 2025
First COLA prediction since tariffs is out; is it time to claim Social Security?

InvestmentNews gets insights from Johnson Investment Counsel’s Tony Kure.

By Steve Randall
Big broker-dealers making a run at Commonwealth advisors
RIAS APR 10, 2025
Big broker-dealers making a run at Commonwealth advisors

Top firms pursuing Commonwealth's advisors include Raymond James, Kestra and Cetera.

By Bruce Kelly
Wealth managers weigh options after Trump's 90-day tariff pause
EQUITIES APR 10, 2025
Wealth managers weigh options after Trump's 90-day tariff pause

Stocks soared after President Trump delayed his full tariff plan for 90 days leaving financial advisors wondering what to do during the interim.

By Gregg Greenberg
Raymond James nabs breakaway teams from Wells Fargo, Morgan Stanley
BROKER DEALERS APR 10, 2025
Raymond James nabs breakaway teams from Wells Fargo, Morgan Stanley

The broker-dealer giant's latest employee advisor additions in Ohio and Florida collectively managed more than a billion dollars at their former firms.

By Leo Almazora
Flourish, Tifin AG secure new RIA partnerships
RIAS APR 10, 2025
Flourish, Tifin AG secure new RIA partnerships

Flourish is unlocking more organic growth opportunities for Carson, while Tifin AG announces a tie-up with an LA-headquartered independent.

By Leo Almazora
After ending 2024 with $865B, direct indexing has more room to grow
INDUSTRY NEWS APR 10, 2025
After ending 2024 with $865B, direct indexing has more room to grow

With just 18 percent of advisors adopting the strategies, Cerulli research says education is key to bridging the gap.

By Leo Almazora
JPMorgan analyst highlights risks of Trump criticism in 'Redacted' report
INDUSTRY NEWS APR 10, 2025
JPMorgan analyst highlights risks of Trump criticism in 'Redacted' report

Well-respected senior analyst's loud silence in a commentary on tariffs reflects broader climate of preemptive caution permeating Wall Street.

By Bloomberg
Schwab, State Street unveil new retail private-market offerings
RETIREMENT PLANNING APR 10, 2025
Schwab, State Street unveil new retail private-market offerings

The trend to democratize alternative investments is heating up with a new high-net-worth offering from Schwab and State Street's latest twist on target-date funds.

By Leo Almazora
March inflation posts surprise slowdown before tariffs hit
INDUSTRY NEWS APR 10, 2025
March inflation posts surprise slowdown before tariffs hit

The latest CPI reading, showing the first decrease in nearly five years, adds to the uncertainty keeping Fed officials in wait-and-see mode.

By Bloomberg
Atria Wealth founders to leave LPL Financial 14 months after acquisition
BROKER DEALERS APR 10, 2025
Atria Wealth founders to leave LPL Financial 14 months after acquisition

Duo reflects on ‘incredible journey’ in heartfelt message to team, clients

By Steve Randall
How young advisors are navigating today's market turbulence
EQUITIES APR 10, 2025
How young advisors are navigating today's market turbulence

From conservative investing to tax-savvy client strategies, advisors under 40 take lessons from the 2008 crisis while navigating today's volatility.

By Andrew Cohen
Trump SEC pick Atkins gets senate confirmation
REGULATION AND LEGISLATION APR 10, 2025
Trump SEC pick Atkins gets senate confirmation

New SEC chairman vows "appropriately tailored" regulatory approach amid agency overhaul and market volatility.

By Leo Almazora
Bond markets are reacting violently to tariff pause
INDUSTRY NEWS APR 10, 2025
Bond markets are reacting violently to tariff pause

Traders are digesting the latest decision's potential for the Fed.

By Bloomberg
Don't buy the dip, Citi Wealth head warns investors
INDUSTRY NEWS APR 10, 2025
Don't buy the dip, Citi Wealth head warns investors

Extreme volatility is still a major risk amid uncertain outlook.

By Bloomberg
US crude supplies to largest importer slow to a trickle
INDUSTRY NEWS APR 10, 2025
US crude supplies to largest importer slow to a trickle

Another sign of trade war pain highlighted in the stats.

By Bloomberg