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Raymond James welcomes $325M AUM advisor, team from Edward Jones
BROKER DEALERS APR 07, 2025
Raymond James welcomes $325M AUM advisor, team from Edward Jones

Broker-dealer has acquired more than $2B AUM in the past week

By Steve Randall
Muni bonds draw investors amid market downturn
FIXED INCOME APR 07, 2025
Muni bonds draw investors amid market downturn

As investors flee equities in the wake of Trump’s tariff plans, municipal bonds are viewed as a haven with yields dropping and demand rising.

By Andrew Cohen
Waverly bolsters Florida footprint with Fiduciary Wealth Advisors
RIAS APR 07, 2025
Waverly bolsters Florida footprint with Fiduciary Wealth Advisors

The WPCG-backed RIA is continuing its acquisition streak in the East Coast.

By Leo Almazora
Should Robinhood's robo play be a concern for TradePMR's RIAs?
RIAS APR 07, 2025
Should Robinhood's robo play be a concern for TradePMR's RIAs?

While Robinhood CEO Vlad Tenev paints the low-cost offering as a challenge to traditional advisors, a look under the hood shows a slightly different picture.

By Leo Almazora
Credit spreads set to widen most since 2020, UBS says
FIXED INCOME APR 07, 2025
Credit spreads set to widen most since 2020, UBS says

Economic slowdown risks could drive the added yield premium of corporate bonds over Treasuries to levels last seen during the Covid-19 pandemic, according to strategists.

By Bloomberg
Big banks' earnings in focus as recession fears swirl
EQUITIES APR 07, 2025
Big banks' earnings in focus as recession fears swirl

A slate of forthcoming reports from JPMorgan, Wells Fargo, and Morgan Stanley are expected to provide valuable clues on how lenders view tariffs' impact.

By Leo Almazora
LPL inks deal for First Horizon's broker-dealer business
INDUSTRY NEWS APR 07, 2025
LPL inks deal for First Horizon's broker-dealer business

The strategic agreement will see the regional bank transfer over support of its financial advisory business to LPL and its institutional services platform.

By Leo Almazora
Women to Watch Awards 2025: Nominations now open
INDUSTRY NEWS APR 07, 2025
Women to Watch Awards 2025: Nominations now open

Annual awards return to celebrate the women professionals driving progress in the financial advice industry. Submissions are open until June 13.

By InvestmentNews
Fidelity expands ETF shelf with muni bond strategies
ETFS APR 07, 2025
Fidelity expands ETF shelf with muni bond strategies

The new municipal debt offerings build on a growing trend of ETF use among advisors while tapping into investors' growing need for safety amid volatility.

By Leo Almazora
Jamie Dimon urges quick resolution to tariff turbulence
INDUSTRY NEWS APR 07, 2025
Jamie Dimon urges quick resolution to tariff turbulence

The JPMorgan CEO has joined a chorus of concerned voices speaking out on the risk of retaliation and other knock-on effects.

By Leo Almazora
S&P 500 swings wildly amid swirl of headlines
EQUITIES APR 07, 2025
S&P 500 swings wildly amid swirl of headlines

Index spirals 20 percent below its record high before rebounding as uncertainty grips investors.

By Bloomberg
Five Fed cuts this year?
INDUSTRY NEWS APR 07, 2025
Five Fed cuts this year?

Traders are betting on dramatic action as economy weakens.

By Bloomberg
Ackman slams Trump tariffs as mistake
INDUSTRY NEWS APR 07, 2025
Ackman slams Trump tariffs as mistake

Druckenmiller also reveals he does not support the president's policy.

By Bloomberg
Lutnick was wrong about how low Tesla stock might fall
INDUSTRY NEWS APR 07, 2025
Lutnick was wrong about how low Tesla stock might fall

10% slump took Musk’s car maker to $214.80 early Monday.

By Bloomberg
Higher costs or no stock: American consumers face tariff turmoil
INDUSTRY NEWS APR 07, 2025
Higher costs or no stock: American consumers face tariff turmoil

Some goods will be more expensive, but some will disappear from shelves.

By Bloomberg
Bessent claims retirees not worried market rout will decimate their savings
RETIREMENT PLANNING APR 07, 2025
Bessent claims retirees not worried market rout will decimate their savings

But they were worried even before equities dropped sharply

By Steve Randall
After Friday’s market slump, things can't be any worse today can they?
INDUSTRY NEWS APR 07, 2025
After Friday’s market slump, things can't be any worse today can they?

Monday morning blues for wealth managers as tariff woes deepen

By Steve Randall
Is tech innovation the missing link to financial planning for advisors?
FINTECH APR 04, 2025
Is tech innovation the missing link to financial planning for advisors?

As holistic planning becomes table stakes, research reveals how the rising influence of AI and having a digital orientation can help wealth firms get ahead.

By Leo Almazora
Nasdaq 100 is now in bear market amid growth scare
INDUSTRY NEWS APR 04, 2025
Nasdaq 100 is now in bear market amid growth scare

Selloff deepens on Friday after Fed chair issues warning.

By Bloomberg
Raymond James reels in $828M team from RBC
BROKER DEALERS APR 04, 2025
Raymond James reels in $828M team from RBC

The firm's latest additions, including two brothers, bolster its employee advisor business in Scottsdale, Arizona.

By Leo Almazora