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Site Map for April 2025
Date
Title
Apr 23, 2025
Musk set to refocus on Tesla as firm posts worst quarter in years
Apr 22, 2025
Details emerge of Ameriprise's offer to Commonwealth advisors
Apr 22, 2025
What wealth advisors need to know to begin to build their retirement practice
Apr 22, 2025
More Americans fear outliving their savings than dying, Allianz survey finds
Apr 22, 2025
Summers warns of $1T revenue loss risk from Trump 'attack' on IRS
Apr 22, 2025
Rogue rep, formerly with United Planners', keeps costing firm damages
Apr 22, 2025
Raymond James scores a recruitment double with two Edward Jones advisors
Apr 22, 2025
Altruist secures fresh $152M funding with $2B valuation
Apr 22, 2025
What are the biggest hurdles preventing advisors from going RIA? How to get over them?
Apr 22, 2025
Is the 'sell America trade' a real thing? Wealth managers weigh in
Apr 22, 2025
RFG Advisory, Elevation Point welcome new RIA partners
Apr 22, 2025
CFP Board, CFA Institute unveil latest exam results
Apr 22, 2025
Invesco, Barings forge retail private credit-tie up
Apr 22, 2025
US stock futures higher following sharp drop
Apr 22, 2025
24/7 derivatives trading gets a step closer with CFTC move
Apr 22, 2025
Harvard sues Trump administration over funds freeze
Apr 21, 2025
Federal Government to start debt collection on up to 5.3 million borrowers
Apr 21, 2025
Employer-sponsored retirement plan participants reveal strong interest in annuities
Apr 21, 2025
Business sentiment continues lower as upper-income investment concern grows
Apr 21, 2025
Trump targets Harvard's tax-exempt status. What's the upshot for charitable giving?
Apr 21, 2025
Finra unveils new initiatives in efficiency, modernization push
Apr 21, 2025
Younger Americans are planning more – but feeling it less
Apr 21, 2025
MLB team wages lonely $19M tax-hike battle over player pay
Apr 21, 2025
NewEdge Wealth deepens Atlanta expansion with two new senior hires
Apr 21, 2025
Advisors discuss the best ways to grow AUM during an economic downturn
Apr 21, 2025
REIT funds poised for a comeback
Apr 21, 2025
Wirehouse teams find independence in Chicago as Daymark, Rockefeller announce additions
Apr 21, 2025
Getting up to speed on AI
Apr 21, 2025
Doors open to private markets
Apr 21, 2025
Stocks slump as Trump warns of US slowdown unless Powell acts fast
Apr 21, 2025
Why recession could spell opportunity for growth-centered advisors
Apr 21, 2025
Chase gold or scoop up stocks? Advisors debate their next moves
Apr 21, 2025
Judge OKs release of $400 million to besieged GPB investors
Apr 21, 2025
Wall Street down 1% as markets weigh Powell removal risk
Apr 21, 2025
SEC, CFTC under greater Trump control from today but CFPB layoffs are paused
Apr 21, 2025
Earnings estimates look unusually gloomy, warns Morgan Stanley
Apr 21, 2025
World economic chiefs in Washington for IMF, World Bank meetings
Apr 21, 2025
Tesla faces 'code red' if Musk doesn't get back to work, says Ives
Apr 21, 2025
US commodity sales to China have plummeted
Apr 17, 2025
Costly referral programs fuel RIA M&A growth strategies
Apr 17, 2025
Dynasty firm Procyon Partners inks staking deal with Constellation Wealth Capital
Apr 17, 2025
Dual-share class hopes grow higher with filings from Pimco, T. Rowe Price
Apr 17, 2025
Concurrent hails first quarter advisor team growth, adding $2B in AUM
Apr 17, 2025
Advisor moves: RBC, Merrill, Rockefeller announce elite additions
Apr 17, 2025
Vanilla lands wealth tech partnership with $560B Mariner
Apr 17, 2025
Demand evaporates for State Street private-debt ETF with no new flows in weeks
Apr 17, 2025
Raymond James looks to level up service with generative AI
Apr 17, 2025
Powell ‘threw equities under the bus' by ruling out 'Fed put'
Apr 17, 2025
With globalization fractured, should investors consider country-specific ETFs?
Apr 17, 2025
Netflix gives investors cause to chill, defying tech slump
Apr 17, 2025
Gold tops $3,357 as trade war, Powell drive haven demand
Apr 17, 2025
Trump says trade talks with Japan have made 'big progress'
Apr 17, 2025
Who are the biggest foreign buyers of Treasuries?
Apr 16, 2025
Layoffs looming in wild 2025?
Apr 16, 2025
Schwab takes strategic minority stake in Wealth.com
Apr 16, 2025
Former UBS rep secretly borrowed from client to fund ice cream business
Apr 16, 2025
Fed must keep inflation expectations anchored against tariffs, says Powell
Apr 16, 2025
What do RIAs make of BlackRock's private-market model portfolios?
Apr 16, 2025
Donor Trends: How Charitable Clients Use DAFs to Make an Impact
Apr 16, 2025
Savvy Wealth builds legal foundation with former Pathstone general counsel
Apr 16, 2025
Retirement account swings keeping advisors busy soothing client nerves
Apr 16, 2025
Chipmakers lead tech stock dip on Trump's China curbs
Apr 16, 2025
Raymond James' offer is "no brainer" over LPL, says Commonwealth advisor
Apr 16, 2025
"Extreme outcomes… are no longer unthinkable" – Capital Economics
Apr 16, 2025
LPL, RJA, Cetera add to their advisor headcounts
Apr 16, 2025
Major firms announce triple partnership to extend retail investor choices
Apr 16, 2025
Bleakley, RBC notch billion-dollar recruitment wins
Apr 16, 2025
LPL names five new managing directors in exec shakeup
Apr 16, 2025
Stocks drop as Nvidia suffers US restrictions
Apr 16, 2025
Trump weighs new sector specific tariffs
Apr 16, 2025
Biden warns over Social Security, slams Musk 'Ponzi scheme' comment
Apr 16, 2025
Zuckerberg defends Meta deals in $30B antitrust trial
Apr 15, 2025
Elevation Point CEO Jim Dickson reaches for new heights – again!
Apr 15, 2025
From Ivy League to 'state U': Are investors rethinking 529 strategies amid political pressure?
Apr 15, 2025
Foes turn friends in blockbuster merger
Apr 15, 2025
Morningstar Office shutdown a stark reminder
Apr 15, 2025
10 considerations for advisors preparing for a sale or transition
Apr 15, 2025
Latest salvo in Ameriprise, LPL trade war is charge of a data breach
Apr 15, 2025
Does size matter? New tool gives valuable insight to RIA AUM stats
Apr 15, 2025
Does active investing make more sense in fixed income than equities?
Apr 15, 2025
Fintech bytes: Wealth.com, PreciseFP ink integration partnerships
Apr 15, 2025
As tax day comes, implications of Trump-era IRS remain murky
Apr 15, 2025
Creative Planning lands $1B RIA as EP Wealth gets new turf in Kentucky
Apr 15, 2025
Indiana court overturns $3M CBIZ award in Zotec M&A legal clash
Apr 15, 2025
Wisconsin court rejects Utah venue clause in receiver’s bid to claw back MCA payments
Apr 15, 2025
New York court affirms $1.6 billion judgment over Baha Mar resort collapse
Apr 15, 2025
Delaware court allows disclosure claim in Focus Financial buyout lawsuit to proceed
Apr 15, 2025
Ohio court enforces arbitration in family trust dispute over venture investments
Apr 15, 2025
New York court backs broker in $795K commission dispute with Helmsley Spear
Apr 15, 2025
Delaware court orders limited document release in investor suit over AI feeder fund
Apr 15, 2025
Illinois court rules dormant judgments can be revived after 14 years
Apr 15, 2025
SEC faces expanded FOIA lawsuit over delays in Tesla, FTX, Bridgewater records
Apr 15, 2025
Investor’s $225 million arbitration against JPMorgan faces court challenge over FDIC claims
Apr 15, 2025
Judge dismisses investor suit against Barclays over unregistered VXX securities
Apr 15, 2025
Opal Wealth strengthens C-suite with veteran hire from Goldman
Apr 15, 2025
Advisors push back against tariff pessimism as trade war brews
Apr 15, 2025
Markets offer relief but headwinds could emerge anytime
Apr 15, 2025
Risk premium on 10-year Treasuries at highest in a decade
Apr 15, 2025
Retirement can be hard enough without doing it alone, study reveals
Apr 15, 2025
Is Gen Z ready for the multi-trillion-dollar wealth transfer?
Apr 15, 2025
Yellen says Trump trade policy 'not at all sensible'
Apr 15, 2025
Banks limit information sharing with regulator after major breach
Apr 15, 2025
Compliance in real time: Technology's expanding role in RIA oversight
Apr 14, 2025
Forget rate cuts, high rates are the new norm, says industry veteran
Apr 14, 2025
Chicago's pensions rack up $1B in losses amid tariff-fueled market rout
Apr 14, 2025
Fidelity pushing RIAs to chase Commonwealth advisors
Apr 14, 2025
LPL led in rep growth as industry turnover plateaued in 2024: report
Apr 14, 2025
How advisors are turning to tech amid broader tariff tantrums
Apr 14, 2025
Survey finds majority of Americans can't cope with expiring 2017 tax cuts
Apr 14, 2025
Return of capital beats return on capital
Apr 14, 2025
Why the spirit of the 10b5-1 is still intact
Apr 14, 2025
Steering investors away from high-risk moves
Apr 14, 2025
Tariffs put investors on alert for 2025
Apr 14, 2025
Breaking the boys' club
Apr 14, 2025
CAIS builds out investment solutions suite with new capital markets division
Apr 14, 2025
Wall Street enjoys blowout earnings while Washington takes the blame
Apr 14, 2025
The class of 2025: InvestmentNews honors top financial planners across the US
Apr 14, 2025
Billionaire Ray Dalio warns we're close to recession, maybe something worse
Apr 14, 2025
Treasury selloff a symptom of lost US confidence, Yellen says
Apr 14, 2025
The 'magic number' for retirement is down to $1.3M, but Americans are still concerned
Apr 14, 2025
JPMorgan's Michele More optimistic on Treasuries
Apr 14, 2025
Goldman Sachs sees 'large surpluses' for oil over next 18 months
Apr 14, 2025
Most Americans are bracing for price hikes, worsened economy
Apr 14, 2025
Dollar at six-month low as traders weigh US trade policy
Apr 14, 2025
Nasdaq leads futures gains amid new tariff pivot, Apple jumps 6%
Apr 14, 2025
Advisory firms confront crossroads amid historic wealth transfer
Apr 14, 2025
Best Certified Financial Planners in the USA | 5-Star Financial Planners
Apr 11, 2025
Defining your ideal clients: A strategic approach to effective prospecting
Apr 11, 2025
RIA dealmakers favor longer payouts, retention flexibility amid market volatility
Apr 11, 2025
Suburban St. Louis B-D now facing state regulators' questions
Apr 11, 2025
Private asset owners enjoy relative calm as stock market swings
Apr 11, 2025
RIA moves: Perigon advisors earn partnership status as Lenox announces promotions
Apr 11, 2025
Economists maintain recession alert in spite of Trump pivot
Apr 11, 2025
'Kerfuffle,' 'downturn,' 'pause': how CEOs' tariff talk dominated earnings calls
Apr 11, 2025
401(k) panic: Americans confront retirement reckoning amid market mayhem
Apr 11, 2025
Edward Jones takes second stab at creating its own bank
Apr 11, 2025
Dynasty's Harris Baltch: LPL's Commonwealth deal is a 'melting ice cube tray'
Apr 11, 2025
Treasuries tumble toward worst selloff since 2019 repo blowout
Apr 11, 2025
Wealth firms using less tech support than expected in alts push
Apr 11, 2025
Making sense of the blockbuster LPL-Commonwealth deal
Apr 11, 2025
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit
Apr 11, 2025
Why training programs like The Externship are essential for future of financial planning
Apr 11, 2025
Tariff shock wiped $169B from state, local US pension funds
Apr 11, 2025
BofA's Hartnett says investors should sell rallies during trade war
Apr 11, 2025
Treasuries are trading like a risky asset
Apr 11, 2025
Gold just keeps setting new highs
Apr 11, 2025
Americans are concerned about tariff impact, latest inflation stats no relief
Apr 11, 2025
First COLA prediction since tariffs is out; is it time to claim Social Security?
Apr 10, 2025
Big broker-dealers making a run at Commonwealth advisors
Apr 10, 2025
Wealth managers weigh options after Trump's 90-day tariff pause
Apr 10, 2025
Raymond James nabs breakaway teams from Wells Fargo, Morgan Stanley
Apr 10, 2025
Flourish, Tifin AG secure new RIA partnerships
Apr 10, 2025
After ending 2024 with $865B, direct indexing has more room to grow
Apr 10, 2025
JPMorgan analyst highlights risks of Trump criticism in 'Redacted' report
Apr 10, 2025
Schwab, State Street unveil new retail private-market offerings
Apr 10, 2025
March inflation posts surprise slowdown before tariffs hit
Apr 10, 2025
Atria Wealth founders to leave LPL Financial 14 months after acquisition
Apr 10, 2025
How young advisors are navigating today's market turbulence
Apr 10, 2025
Trump SEC pick Atkins gets senate confirmation
Apr 10, 2025
Bond markets are reacting violently to tariff pause
Apr 10, 2025
Don't buy the dip, Citi Wealth head warns investors
Apr 10, 2025
US crude supplies to largest importer slow to a trickle
Apr 10, 2025
Walmart shows key signal of trade war uncertainty
Apr 10, 2025
After 'liberation day' blockbuster, Trump's sequel is a box office hit
Apr 09, 2025
Stifel seals deal for B.Riley advisors, adding $4B in AUM
Apr 09, 2025
What non-compete and non-solicit lawsuits mean for RIAs
Apr 09, 2025
Americans split on Trump's trade tactics as growing majority brace for impact
Apr 09, 2025
5-year record surge for US stocks as Trump presses pause on some tariffs
Apr 09, 2025
Sucking in the 70s again? Advisors weigh the threat of stagflation
Apr 09, 2025
Envestnet unveils portfolio partnerships with BlackRock, State Street
Apr 09, 2025
Raymond James announces leadership shakeup to boost advisor support
Apr 09, 2025
LPL, NorthRock partners announce advisor additions
Apr 09, 2025
Recession 'likely outcome' of tariff turbulence, Dimon says
Apr 09, 2025
Too late to U-turn as Trump tariffs go live
Apr 09, 2025
Treasuries suffer sharp 'fire sale' sell-off
Apr 09, 2025
Why millions may be unable to access $730B home equity 'safety net'
Apr 09, 2025
Markets remain in turmoil as tariffs kick in following global wipe out
Apr 08, 2025
What percentage of Americans think the income tax they pay is fair?
Apr 08, 2025
Can you 'buy the dip' in RIA M&A?
Apr 08, 2025
Modern Wealth, Aspen Standard announce acquisitions
Apr 08, 2025
Markets whiplash after fake tariff post goes viral, exposing cracks in modern finance
Apr 08, 2025
Stocks slide anew as US-China tariff standoff dashes traders' hopes
Apr 08, 2025
Encouraging advisor tech adoption: Roll the video
Apr 08, 2025
Celebrating Financial Literacy Month despite the market's meltdown
Apr 08, 2025
Retirees are wired to not touch their nest eggs, research suggests
Apr 08, 2025
Bluespring, Crescent Grove bolster leadership ranks amid strategic growth efforts
Apr 08, 2025
Osaic snaps-up $450M NoxNumis in Kansas
Apr 08, 2025
Carson Group strikes latest buyout deal in Marquette, Michigan
Apr 08, 2025
Fed watchers expect no intervention for now as tariff detox continues
Apr 08, 2025
LPL taps JPMorgan exec as chief data and AI officer
Apr 08, 2025
Wall Street braces for more tariff chaos — but one CIO says 'don't panic'
Apr 08, 2025
Goldman says bear market could stick
Apr 08, 2025
Art investors continue to find weaker demand, says UBS
Apr 08, 2025
US stock futures up around 1% as China vows to fight extra 50% tariff threat
Apr 07, 2025
NASAA members vote to prohibit misleading use of advisor title
Apr 07, 2025
Prospera acquires $2B boutique broker-dealer with 35 year history
Apr 07, 2025
Raymond James welcomes $325M AUM advisor, team from Edward Jones
Apr 07, 2025
Muni bonds draw investors amid market downturn
Apr 07, 2025
Waverly bolsters Florida footprint with Fiduciary Wealth Advisors
Apr 07, 2025
Should Robinhood's robo play be a concern for TradePMR's RIAs?
Apr 07, 2025
Credit spreads set to widen most since 2020, UBS says
Apr 07, 2025
Big banks' earnings in focus as recession fears swirl
Apr 07, 2025
LPL inks deal for First Horizon's broker-dealer business
Apr 07, 2025
Women to Watch Awards 2025: Nominations now open
Apr 07, 2025
Fidelity expands ETF shelf with muni bond strategies
Apr 07, 2025
Jamie Dimon urges quick resolution to tariff turbulence
Apr 07, 2025
Financial advisors soothing frayed client nerves as fear index rises
Apr 07, 2025
S&P 500 swings wildly amid swirl of headlines
Apr 07, 2025
Five Fed cuts this year?
Apr 07, 2025
Ackman slams Trump tariffs as mistake
Apr 07, 2025
Lutnick was wrong about how low Tesla stock might fall
Apr 07, 2025
Higher costs or no stock: American consumers face tariff turmoil
Apr 07, 2025
Bessent claims retirees not worried market rout will decimate their savings
Apr 07, 2025
After Friday’s market slump, things can't be any worse today can they?
Apr 04, 2025
Is tech innovation the missing link to financial planning for advisors?
Apr 04, 2025
Nasdaq 100 is now in bear market amid growth scare
Apr 04, 2025
Raymond James reels in $828M team from RBC
Apr 04, 2025
'SAFE' conversations: the key to helping clients overcome market anxiety
Apr 04, 2025
As estate planning demand grows, many advisors lack plans themselves
Apr 04, 2025
Powell hints Fed warier of price shocks, but still holding on rate cuts
Apr 04, 2025
Banks, wealth firms get walloped as tariff fear grips markets
Apr 04, 2025
Goldman opens new retail path to private equity with latest fund
Apr 04, 2025
Treasuries rally as trade war fears smother solid jobs data
Apr 04, 2025
Washington-based advisor claims another win in non-compete battle vs. Hightower
Apr 04, 2025
US equities downgraded by UBS with year-end target slashed
Apr 04, 2025
Trump could cut tariffs if countries make 'phenomenal' offers
Apr 04, 2025
Why investors are dumping US junk corporate bonds
Apr 04, 2025
Things just keep getting worse for Tesla
Apr 04, 2025
Cerity Partners expands again with its second acquisition of the week
Apr 04, 2025
S&P 500 loses $2.5T in one ‘tariffying’ day while economists raise recession odds
Apr 03, 2025
Star advisors describe their rises from modest means
Apr 03, 2025
Commonwealth clocks big win in battle with SEC over revenue sharing
Apr 03, 2025
Fed's Cook, Jefferson counsel vigilance amid continued uncertainty
Apr 03, 2025
CEO calls private equity in RIAs a 'mixed bag' amid M&A surge
Apr 03, 2025
Apple freefalls as Trump tariffs tear up supply lines
Apr 03, 2025
Retail traders rush to snap up tariff-shocked tech stocks
Apr 03, 2025
ETF inflows hit Q1 record as investors seek shelter
Apr 03, 2025
Savvy surpasses $1.5B milestone, expanding team to 50 advisors
Apr 03, 2025
Advisors grapple with fallout from Trump's 'Liberation Day'
Apr 03, 2025
US stocks plummet as tariffs wreak havoc
Apr 03, 2025
Waverly expands in Boston as First Manhattan adds $500M RIA
Apr 03, 2025
Brandon Zureick: Leading fixed income with discipline and vision
Apr 03, 2025
How are commodities impacted by new tariffs?
Apr 03, 2025
Precious metals' tariff exemption halts gold rush
Apr 03, 2025
Stablecoin bill advances in the House after years of waiting
Apr 03, 2025
Need a cup of joe this morning? Enjoy it while you can
Apr 03, 2025
Dow Jones futures plunge 1000 points, US assets take biggest hit from tariffs
Apr 02, 2025
Why unlocking growth is central to mega RIA's M&A strategy
Apr 02, 2025
Wells Fargo plucks top recruiter from LPL
Apr 02, 2025
Barry Ritholtz highlights 'How Not To Invest' in new book
Apr 02, 2025
Merrill loses two advisor teams managing more than $2B AUM
Apr 02, 2025
Trump to impose minimum 10% global tariffs on US Imports
Apr 02, 2025
What's keeping RIAs up at night? Ask the custodians they work with
Apr 02, 2025
Allspring names Kate Burke as its new CEO
Apr 02, 2025
Top Invesco fund manager is shorting dollars as Trump tariff impact looms
Apr 02, 2025
EP Wealth adds $660M with Peninsula acquisition
Apr 02, 2025
wealth.com, 401GO land key broker-dealer partnerships
Apr 02, 2025
LPL, Kestra announce latest advisor additions
Apr 02, 2025
Unlocking opportunities: Understanding the growing secondary market
Apr 02, 2025
Snappy Kraken inks AI data tie-up with Catchlight
Apr 02, 2025
Republicans target $25,000 SALT cap as Trump tax plans solidify
Apr 02, 2025
S&P sell-off to worsen, warn Wall Street trading desks
Apr 02, 2025
Goldman favors yen to hedge against volatility
Apr 02, 2025
X urges Supreme Court to exclude Coinbase users from IRS probe
Apr 02, 2025
Manhattan home sales soar as buyers accept higher rates
Apr 02, 2025
Markets remain thorny ahead of Trump’s Rose Garden tariffs proclamation
Apr 02, 2025
Cerity Partners acquires another firm as report says all RIAs should prepare for M&A
Apr 01, 2025
Advisors remain bullish on M&A RIA market amid economic volatility
Apr 01, 2025
Happy Financial Literacy Month! Advisors offer lessons on the value of a financial education
Apr 01, 2025
Private equity serves clients well
Apr 01, 2025
Fiduciary relationships pay off for advisors to the affluent: Cerulli
Apr 01, 2025
Extending Trump tax cuts would deepen wealth gap, experts warn
Apr 01, 2025
NYC Comptroller blasts Tesla for misleading statements on Musk's DOGE work
Apr 01, 2025
The Externship program opens registration for 2025 course-takers
Apr 01, 2025
Osaic taps veteran Saumya Bhavsar to head legal strategy
Apr 01, 2025
Tom Ruggie on wealth management and innovation
Apr 01, 2025
Pimco favors stable global bonds amid rising recession risk
Apr 01, 2025
Mercer Advisors, Sequoia announce latest RIA additions
Apr 01, 2025
MAI Capital continues growth spree with Constellation Sports Council
Apr 01, 2025
LPL purchase of Commonwealth started with CEO's email
Apr 01, 2025
RIA veterans join leadership team at specialized brokerage Cache
Apr 01, 2025
US stock futures head lower as tariffs get closer
Apr 01, 2025
Wealth Enhancement acquires $581M team in first North Dakota location
Apr 01, 2025
OpenAI valued at $300B in latest funding round
Apr 01, 2025
Shareholders' group slams Goldman execs' $80M bonuses
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