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Goldman Sachs sees 'large surpluses' for oil over next 18 months
INDUSTRY NEWS APR 14, 2025
Goldman Sachs sees 'large surpluses' for oil over next 18 months

Crude prices reached a four-year low earlier this month.

By Bloomberg
Most Americans are bracing for price hikes, worsened economy
INDUSTRY NEWS APR 14, 2025
Most Americans are bracing for price hikes, worsened economy

CBS poll reveals around half expect long-term pain from tariffs.

By Bloomberg
Dollar at six-month low as traders weigh US trade policy
INDUSTRY NEWS APR 14, 2025
Dollar at six-month low as traders weigh US trade policy

Confused trade policy risks driving traders away from US assets.

By Bloomberg
Nasdaq leads futures gains amid new tariff pivot, Apple jumps 6%
EQUITIES APR 14, 2025
Nasdaq leads futures gains amid new tariff pivot, Apple jumps 6%

Meanwhile, gold could reach $4000 next year, Goldman suggests

By Steve Randall
Defining your ideal clients: A strategic approach to effective prospecting
OPINION APR 11, 2025
Defining your ideal clients: A strategic approach to effective prospecting

Instead of an "everything to everyone" game plan, focusing on selected groups can lead to more targeted and effective growth efforts.

By Kristine McManus
RIA dealmakers favor longer payouts, retention flexibility amid market volatility
RIAS APR 11, 2025
RIA dealmakers favor longer payouts, retention flexibility amid market volatility

Executives from Alaris Acquisitions and Dynasty Financial Partners forecast deal structure adjustments to keep 2025 as another record-year of M&A activity amongst RIAs.

By Andrew Cohen
Suburban St. Louis B-D now facing state regulators' questions
BROKER DEALERS APR 11, 2025
Suburban St. Louis B-D now facing state regulators' questions

Moloney Securities has been the target of securities regulators recently for sales of high-risk alternative investment products.

By Bruce Kelly
RIA moves: Perigon advisors earn partnership status as Lenox announces promotions
RIAS APR 11, 2025
RIA moves: Perigon advisors earn partnership status as Lenox announces promotions

Perigon Wealth Management adds four partners through its internal equity track, while Lenox Advisors elevates two experienced leaders amid national expansion plans.

By Leo Almazora
Economists maintain recession alert in spite of Trump pivot
INDUSTRY NEWS APR 11, 2025
Economists maintain recession alert in spite of Trump pivot

The gloomy forecasts stayed up even as stock markets rallied on the 90-day pause declared for tariffs excluding China.

By Bloomberg
'Kerfuffle,' 'downturn,' 'pause': how CEOs' tariff talk dominated earnings calls
INDUSTRY NEWS APR 11, 2025
'Kerfuffle,' 'downturn,' 'pause': how CEOs' tariff talk dominated earnings calls

JPMorgan's Jamie Dimon, BlackRock's Larry Fink, and Morgan Stanley's Ted Pick share reactions amid continuing trade uncertainty.

By Leo Almazora
401(k) panic: Americans confront retirement reckoning amid market mayhem
RETIREMENT PLANNING APR 11, 2025
401(k) panic: Americans confront retirement reckoning amid market mayhem

The latest market swings are exposing a truth advisors have long known: the 401(k) alone isn’t a silver bullet.

By Chris Davis
Edward Jones takes second stab at creating its own bank
BROKER DEALERS APR 11, 2025
Edward Jones takes second stab at creating its own bank

After a failed 2020 bid, the firm's parent company is once again seeking federal and state approval as it seeks to more fully address clients' needs.

By Leo Almazora
Dynasty's Harris Baltch: LPL's Commonwealth deal is a 'melting ice cube tray'
BROKER DEALERS APR 11, 2025
Dynasty's Harris Baltch: LPL's Commonwealth deal is a 'melting ice cube tray'

The $2.7 billion acquisition raises eyebrows over its financial structure—and whether advisors will stick around long enough to justify it.

By Andrew Cohen
Treasuries tumble toward worst selloff since 2019 repo blowout
FIXED INCOME APR 11, 2025
Treasuries tumble toward worst selloff since 2019 repo blowout

A sharp exodus from US 10-year debt raises questions over the continued appeal of the nation's debt for haven-seeking investors.

By Bloomberg
Wealth firms using less tech support than expected in alts push
ALTERNATIVES APR 11, 2025
Wealth firms using less tech support than expected in alts push

Quarterly survey report of finds nearly nine-tenths have alternative asset allocations in client portfolios, but just half use tools to manage those investments.

By Leo Almazora
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit
ALTERNATIVES APR 11, 2025
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit

Inflows top $80 billion as the asset management giant sees the best year start for organic fee growth since 2021.

By Leo Almazora
Why training programs like The Externship are essential for future of financial planning
OPINION APR 11, 2025
Why training programs like The Externship are essential for future of financial planning

A profession in crisis: Without an effective, industry-wide effort to attract new planners, we risk falling short of the growing demand for financial advice.

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