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Women share investing strengths, asset preferences in new study
INDUSTRY NEWS APR 23, 2025
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

By Steve Randall
Trump vows to 'be nice' to China, slash tariffs
INDUSTRY NEWS APR 23, 2025
Trump vows to 'be nice' to China, slash tariffs

A trade deal would mean significant cut in tariffs but 'it wont be zero'.

By Bloomberg
Fed's Kugler warns of worse-than-expected impact of tariffs
INDUSTRY NEWS APR 23, 2025
Fed's Kugler warns of worse-than-expected impact of tariffs

Inflation, economic risk is greater than previously thought.

By Bloomberg
Musk set to refocus on Tesla as firm posts worst quarter in years
INDUSTRY NEWS APR 23, 2025
Musk set to refocus on Tesla as firm posts worst quarter in years

Billionaire CEO says he'll cut back work on DOGE.

By Bloomberg
Investing in stocks? Here are the top 8 questions you need to answer before you start
APR 23, 2025
Investing in stocks? Here are the top 8 questions you need to answer before you start

Looking to refine your strategy for investing in stocks in the US market? Discover expert insights, key trends, and risk management techniques to maximize your returns

By Mark Rosanes
Details emerge of Ameriprise's offer to Commonwealth advisors
BROKER DEALERS APR 22, 2025
Details emerge of Ameriprise's offer to Commonwealth advisors

Ameriprise is offering up to 125% of trailing revenue to reel in top-producing Commonwealth advisors from LPL as a recruiting battle continues to rock the independent advisor industry.

By Andrew Cohen
What wealth advisors need to know to begin to build their retirement practice
OPINION APR 22, 2025
What wealth advisors need to know to begin to build their retirement practice

Amid growing regulatory and demographic tailwinds, advisors who embrace retirement planning can tap into an entirely new pool of clients.

By Thomas Moore
More Americans fear outliving their savings than dying, Allianz survey finds
RETIREMENT PLANNING APR 22, 2025
More Americans fear outliving their savings than dying, Allianz survey finds

Inflation, Social Security uncertainty, and day-to-day expenses are fueling retirement insecurity across all generations.

By Leo Almazora
Summers warns of $1T revenue loss risk from Trump 'attack' on IRS
TAX APR 22, 2025
Summers warns of $1T revenue loss risk from Trump 'attack' on IRS

The former Treasury secretary envisions an avalanche of noncompliance as the federal tax agency weathers massive workforce reductions and a string of walkouts in its leadership.

By Bloomberg
Rogue rep, formerly with United Planners', keeps costing firm damages
BROKER DEALERS APR 22, 2025
Rogue rep, formerly with United Planners', keeps costing firm damages

United Planners' costs related to lawsuits and regulators' actions into the advisor continue to rise.

By Bruce Kelly
Raymond James scores a recruitment double with two Edward Jones advisors
BROKER DEALERS APR 22, 2025
Raymond James scores a recruitment double with two Edward Jones advisors

The latest independent advisor additions in Alaska and Washington oversaw a collective $550 million in client assets at their former firm.

By Leo Almazora
Altruist secures fresh $152M funding with $2B valuation
FINTECH APR 22, 2025
Altruist secures fresh $152M funding with $2B valuation

After more than doubling its market share, the challenger RIA custodian is looking to deepen its reach in the enterprise advisor tech scene.

By Leo Almazora
RFG Advisory, Elevation Point welcome new RIA partners
RIAS APR 22, 2025
RFG Advisory, Elevation Point welcome new RIA partners

RFG welcomes an Edelmen advisor veteran as he launches his own firm, while Elevation Point seals its third deal for 2025 in Michigan.

By Leo Almazora
CFP Board, CFA Institute unveil latest exam results
PRACTICE MANAGEMENT APR 22, 2025
CFP Board, CFA Institute unveil latest exam results

A record number of aspirants sat for the March CFP exam, while CFA pass rates edged lower as the February test introduced new specialized pathways.

By Leo Almazora
Invesco, Barings forge retail private credit-tie up
ALTERNATIVES APR 22, 2025
Invesco, Barings forge retail private credit-tie up

The partnership pairs the fixed-income muscle of MassMutual's asset management arm with Invesco's US wealth distribution network.

By Bloomberg
US stock futures higher following sharp drop
INDUSTRY NEWS APR 22, 2025
US stock futures higher following sharp drop

Dollar remains near 15-month low.

By Bloomberg
24/7 derivatives trading gets a step closer with CFTC move
INDUSTRY NEWS APR 22, 2025
24/7 derivatives trading gets a step closer with CFTC move

Regulator is seeking input from stakeholders.

By Bloomberg
Harvard sues Trump administration over funds freeze
INDUSTRY NEWS APR 22, 2025
Harvard sues Trump administration over funds freeze

University says White House demands are 'unconstitutional'.

By Bloomberg
Federal Government to start debt collection on up to 5.3 million borrowers
INDUSTRY NEWS APR 21, 2025
Federal Government to start debt collection on up to 5.3 million borrowers

Defaulting loans to be recovered via Social Security, tax refunds and wage garnishment.

By Matthew Sellers
Employer-sponsored retirement plan participants reveal strong interest in annuities
RETIREMENT PLANNING APR 21, 2025
Employer-sponsored retirement plan participants reveal strong interest in annuities

But most would want an advisor to help manage contributions

By Steve Randall