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Ameriprise posts robust Q1 growth as wealth division lifts results
BROKER DEALERS APR 24, 2025
Ameriprise posts robust Q1 growth as wealth division lifts results

Wealth arm thrives despite market headwinds.

By Matthew Sellers
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead
EQUITIES APR 24, 2025
Stock rally stalls on mixed tariff signals, Jefferies strategist warns worse may be ahead

Markets digest latest words on trade war, Fed chair’s position.

By Steve Randall
Are you charging less than other advisors for subscription based advice?
PRACTICE MANAGEMENT APR 24, 2025
Are you charging less than other advisors for subscription based advice?

More advisors are using subscription models for financial planning services.

By Steve Randall
Trump forced to U-turn as economic warnings intensify
INDUSTRY NEWS APR 24, 2025
Trump forced to U-turn as economic warnings intensify

From Powell to China, president eases back rhetoric.

By Bloomberg
Dollar slide raises red flags for corporate earnings
INDUSTRY NEWS APR 24, 2025
Dollar slide raises red flags for corporate earnings

And profit guidance is set to weaken further in coming quarters.

By Bloomberg
Dip-buyers boost bullion following steepest one-day drop this year
INDUSTRY NEWS APR 24, 2025
Dip-buyers boost bullion following steepest one-day drop this year

Gold trades above $3,330 amid mixed tariff signals.

By Bloomberg
UBS nearing push into $1.6T private credit market
INDUSTRY NEWS APR 24, 2025
UBS nearing push into $1.6T private credit market

Strategic partnership with General Atlantic is reportedly close to fruition

By Bloomberg
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls
EQUITIES APR 23, 2025
Buy or sell Canada? Wealth managers watch carefully as Canadians head to the polls

Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.

By Gregg Greenberg
How are tech-boosted advisors spending their "time tax refund"?
PRACTICE MANAGEMENT APR 23, 2025
How are tech-boosted advisors spending their "time tax refund"?

Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.

By Leo Almazora
Indivisible Partners selects DPL to arm advisors for insurance business
FINTECH APR 23, 2025
Indivisible Partners selects DPL to arm advisors for insurance business

The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.

By Leo Almazora
RIA M&A stays brisk in first quarter with record pace of dealmaking
RIAS APR 23, 2025
RIA M&A stays brisk in first quarter with record pace of dealmaking

Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.

By Leo Almazora
New York Dems push for return of tax on stock sales
EQUITIES APR 23, 2025
New York Dems push for return of tax on stock sales

The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.

By Bloomberg
Human Interest and Income Lab streamline workflows for retirement-focused advisors
RETIREMENT PLANNING APR 23, 2025
Human Interest and Income Lab streamline workflows for retirement-focused advisors

The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.

By Leo Almazora
More layoffs to come at Cetera?
RIAS APR 23, 2025
More layoffs to come at Cetera?

A company spokesperson called the layoffs a "small reduction in our workforce."

By Bruce Kelly
For broker-dealers to sustainably compete with Robinhood, they must get serious about AI
OPINION APR 23, 2025
For broker-dealers to sustainably compete with Robinhood, they must get serious about AI

While Robinhood may have the razzle-dazzle, broker-dealers should offer something infinitely more valuable.

Carson, Lido strengthen RIA networks with bicoastal deals
RIAS APR 23, 2025
Carson, Lido strengthen RIA networks with bicoastal deals

Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.

By Leo Almazora
Goldman gets shareholder backing on $80M executive bonus packages
WIREHOUSES APR 23, 2025
Goldman gets shareholder backing on $80M executive bonus packages

The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.

By Bloomberg
Integrated Partners, Kestra welcome multigenerational advisor teams
RIAS APR 23, 2025
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

By Leo Almazora
Trump not planning to fire Powell, market tension eases
INDUSTRY NEWS APR 23, 2025
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

By Bloomberg
From stocks and economy to their own finances, consumers are getting gloomier
INDUSTRY NEWS APR 23, 2025
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

By Steve Randall