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Savvy surpasses $1.5B milestone, expanding team to 50 advisors
RIAS APR 03, 2025
Savvy surpasses $1.5B milestone, expanding team to 50 advisors

Newest additions from firms including Morgan Stanley, Farther, and Valeo come as firm stresses tech-enabled independence.

By Leo Almazora
US stocks plummet as tariffs wreak havoc
EQUITIES APR 03, 2025
US stocks plummet as tariffs wreak havoc

Major indices hit by selloff in morning trading.

By Chris Davis
Waverly expands in Boston as First Manhattan adds $500M RIA
RIAS APR 03, 2025
Waverly expands in Boston as First Manhattan adds $500M RIA

Waverly is making its debut in Massachusetts as the $34 billion New York-based independent onboards an experienced veteran.

By Leo Almazora
Brandon Zureick: Leading fixed income with discipline and vision
INDUSTRY NEWS APR 03, 2025
Brandon Zureick: Leading fixed income with discipline and vision

Meet a 2024 Rising Star shaping fixed income strategy with expertise, discipline, and innovation.

By InvestmentNews
How are commodities impacted by new tariffs?
INDUSTRY NEWS APR 03, 2025
How are commodities impacted by new tariffs?

With global trade upended, demand may crumble for some materials.

By Bloomberg
Precious metals' tariff exemption halts gold rush
INDUSTRY NEWS APR 03, 2025
Precious metals' tariff exemption halts gold rush

Traders have been rushing to get gold, silver into US for months.

By Bloomberg
Stablecoin bill advances in the House after years of waiting
INDUSTRY NEWS APR 03, 2025
Stablecoin bill advances in the House after years of waiting

Legislation will be debated in the coming months.

By Bloomberg
Need a cup of joe this morning? Enjoy it while you can
INDUSTRY NEWS APR 03, 2025
Need a cup of joe this morning? Enjoy it while you can

Prices are set to surge as tariffs hit major exporter to US.

By Bloomberg
Dow Jones futures plunge 1000 points, US assets take biggest hit from tariffs
INDUSTRY NEWS APR 03, 2025
Dow Jones futures plunge 1000 points, US assets take biggest hit from tariffs

Global markets are digesting Trump’s announcement but most pain felt at home

By Steve Randall
Why unlocking growth is central to mega RIA's M&A strategy
RIAS APR 02, 2025
Why unlocking growth is central to mega RIA's M&A strategy

Mercer's Martine Lellis lifts the lid on $71 billion RIA's approach, having added 99 partner firms since 2016.

By Andrew Cohen
Wells Fargo plucks top recruiter from LPL
BROKER DEALERS APR 02, 2025
Wells Fargo plucks top recruiter from LPL

Farhad Firoozi is the latest in a long line of senior executives Wells Fargo Advisors has hired from rivals.

By Bruce Kelly
Barry Ritholtz highlights 'How Not To Invest' in new book
EQUITIES APR 02, 2025
Barry Ritholtz highlights 'How Not To Invest' in new book

Wealth manager and author Barry Ritholtz goes inside the ideas, numbers and behaviors that destroy wealth.

By Gregg Greenberg
Merrill loses two advisor teams managing more than $2B AUM
ADVISOR MOVES APR 02, 2025
Merrill loses two advisor teams managing more than $2B AUM

Raymond James, New Edge Advisors pick up wirehouse breakaways

By Steve Randall
Trump to impose minimum 10% global tariffs on US Imports
INDUSTRY NEWS APR 02, 2025
Trump to impose minimum 10% global tariffs on US Imports

In initial after-hours trading, US stocks futures plunged more than 3% and oil slumped.

By Bloomberg
What's keeping RIAs up at night? Ask the custodians they work with
PRACTICE MANAGEMENT APR 02, 2025
What's keeping RIAs up at night? Ask the custodians they work with

Shifting regulations, higher client expectations, and navigating growth challenges are just some of the issues confronting independent advisors.

By Leo Almazora
10 best states to retire on Social Security
APR 02, 2025
10 best states to retire on Social Security

Which US states offer the best financial advantages for retirees on Social Security? Discover our top picks for affordability and tax savings

By Mark Rosanes
Allspring names Kate Burke as its new CEO
ETFS APR 02, 2025
Allspring names Kate Burke as its new CEO

The veteran leader with more than two decades of asset management industry experience is inheriting the role from Joe Sullivan as part of a planned succession.

By Leo Almazora
Top Invesco fund manager is shorting dollars as Trump tariff impact looms
INDUSTRY NEWS APR 02, 2025
Top Invesco fund manager is shorting dollars as Trump tariff impact looms

The greenback's slide is at risk of accelerating as worries on trade levies push investors out of US assets.

By Bloomberg
EP Wealth adds $660M with Peninsula acquisition
INDUSTRY NEWS APR 02, 2025
EP Wealth adds $660M with Peninsula acquisition

The $31 billion RIA is getting a new foothold in California as it welcomes an experienced planning team in the San Francisco Bay Area.

By Leo Almazora
wealth.com, 401GO land key broker-dealer partnerships
FINTECH APR 02, 2025
wealth.com, 401GO land key broker-dealer partnerships

Wealth.com is adding Cetera to its enterprise network as 401GO taps Mesirow to enhance its fiduciary service capabilities.

By Leo Almazora