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Stocks rise ahead of packed week of earnings, data
INDUSTRY NEWS APR 28, 2025
Stocks rise ahead of packed week of earnings, data

Four of the Magnificent Seven will report this week.

By Bloomberg
Gold down more than 5% in less than a week
INDUSTRY NEWS APR 28, 2025
Gold down more than 5% in less than a week

Easing anxiety has seen the haven asset slide from record high.

By Bloomberg
Bond managers grapple with multiple unanswered questions
INDUSTRY NEWS APR 28, 2025
Bond managers grapple with multiple unanswered questions

Uncertainty remains challenging for Treasuries traders.

By Bloomberg
Consumers facing higher costs as Chinese firms pass on tariff burden
INDUSTRY NEWS APR 28, 2025
Consumers facing higher costs as Chinese firms pass on tariff burden

Move will raise concerns of inflationary impact of tariffs.

By Bloomberg
Americans earning under $200K could pay less tax, or perhaps nothing says Trump
INDUSTRY NEWS APR 28, 2025
Americans earning under $200K could pay less tax, or perhaps nothing says Trump

President says tariffs could see income tax ‘completely eliminated’ for some

By Steve Randall
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed
EQUITIES APR 28, 2025
As Magnificent 7 report earnings, demand for Nasdaq-100 in 401(k)s revealed

Alphabet exceeded expectations, but this week will reveal four more

By Steve Randall
Secure Their Financial Future with Growth and Protection
INDUSTRY NEWS APR 28, 2025
Secure Their Financial Future with Growth and Protection

Can an annuity help your clients get there?

By Andrew Farrell, MSJ
Edward Jones announces C-suite shakeup with eye toward next chapter
BROKER DEALERS APR 25, 2025
Edward Jones announces C-suite shakeup with eye toward next chapter

The leadership changes coming in June, which also include wealth management and digital unit heads, come as the firm pushes to offer more comprehensive services.

By Leo Almazora
Harvard muni bonds a buy amid battle with Trump White House, Barclays says
FIXED INCOME APR 25, 2025
Harvard muni bonds a buy amid battle with Trump White House, Barclays says

Strategist sees relatively little risk of the university losing its tax-exempt status, which could pose opportunity for investors with a "longer time horizon."

By Bloomberg
The great wealth transfer demands a wealth management revolution
OPINION APR 25, 2025
The great wealth transfer demands a wealth management revolution

As the next generation of investors take their turn, advisors have to strike a fine balance between embracing new technology and building human connections.

By Taylor Matthews
Independent Financial Group taps industry veteran Keefe as new president, COO
BROKER DEALERS APR 25, 2025
Independent Financial Group taps industry veteran Keefe as new president, COO

IFG works with 550 producing advisors and generates about $325 million in annual revenue, said Dave Fischer, the company's co-founder and chief marketing officer.

By Bruce Kelly
Net Positive Consortium gains momentum with new members, first strategic partner
RIAS APR 25, 2025
Net Positive Consortium gains momentum with new members, first strategic partner

Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.

By Leo Almazora
$30B SEIA taps AssetMark alum Matt Matrisian to lead as president
RIAS APR 25, 2025
$30B SEIA taps AssetMark alum Matt Matrisian to lead as president

The independent RIA's new hire, with a decade of M&A experience from his former firm and Raymond James, comes as SEIA logs record growth in 2024.

By Leo Almazora
Advisor moves: BofA bags $5B Citi advisor as Raymond James announces Janney hire
INDUSTRY NEWS APR 25, 2025
Advisor moves: BofA bags $5B Citi advisor as Raymond James announces Janney hire

Bank of America gains strength in NY a veteran UHNW advisor while RayJay welcomes a three-decade industry veteran in Georgia.

By Leo Almazora
Despite rocky market, ETF launches for retail mavericks roll on
ETFS APR 25, 2025
Despite rocky market, ETF launches for retail mavericks roll on

A decline in bullishness across Wall Street has not stifled financial innovation in the ETF industry, with scores of new funds minted including leveraged and exotic bets.

By Bloomberg
US futures higher on Fed rate cut expectation
INDUSTRY NEWS APR 25, 2025
US futures higher on Fed rate cut expectation

China may suspend some tariffs on US goods.

By Bloomberg
Alphabet beats sales expectations on Google search revenue
INDUSTRY NEWS APR 25, 2025
Alphabet beats sales expectations on Google search revenue

Shares up 5% in premarket trading following stronger results.

By Bloomberg
How hedge funds are navigating anti-climate agenda
INDUSTRY NEWS APR 25, 2025
How hedge funds are navigating anti-climate agenda

Trump policies mean finding new ways to gain from low-carbon bets.

By Bloomberg
Is Musk's X finally turning a corner on revenue?
INDUSTRY NEWS APR 25, 2025
Is Musk's X finally turning a corner on revenue?

Former Twitter company now less reliant on advertising.

By Bloomberg
RETIREMENT PLANNING APR 25, 2025
More Americans are moving money, but who, why, and where?

Advisors should not just focus on rollovers in money movement advice

By Steve Randall