Displaying 28233 results
Why are senior JPMorgan execs ‘jumping’ to Wells Fargo?
Senior industry executive poses the question after latest switch, this time in investment banking.
Quant King Jim Simons passes away at 86
The former code breaker and mathematician-investor behind the secretive hedge fund Renaissance Technologies leaves behind an indelible legacy.
Integrated Partners names Andree Mohr president
Mohr will focus on enhancing advisor support, training, and technology at the Boston, Massachusetts-based national planning firm and RIA.
Equities rally continues ahead of Fed speeches
The data suggests cuts but what will Fed officials signal?
Half of FSA holders forfeited funds to their employers: EBRI report
An analysis of over 3.2 million accounts also reveals increased contributions.
RIA-focused fintech Flourish is living up to its name
The firm has announced a surge in advisors and AUC.
UBS mulls bonuses for wealth management referrals
Fees would be paid for bankers introducing wealthy clients.
Bill Ackman confronted at Milken over DEI views
Hedge fund veteran faced his critics at premier business event.
JPMorgan, Citi weigh potential from EU bonds change
The bloc’s debt could be added to MSCI sovereign bond indexes.
SEC slaps ex-advisor with subpoena – again – over alleged cherry picking
'An advisor can only blow off the SEC for so long,' said one industry executive.
Most Americans have modest savings goals, but do they meet them?
New survey also reveals disconnect between intention and action for tax refunds.
Military households more likely to suffer financial challenges, study reveals
NFCC report shows requirement for financial advice is strong.
US sees uptick of homes ‘seriously underwater’
Around 1 in 37 have loan balances at least 25% more than their value.
Has the bitcoin rebound peaked?
The crypto is headed for its longest losing streak since October.
Hipgnosis song fund set to be acquired by Blackstone
Concord has said it will not raise its bid any further.
Blackstone REIT in media cross hairs over valuation
Sketchy math dogs private market investments sold to retail investors.
The RIA M&A trend started off strong in Q1 2024
Devoe & Company research reveals uptick in transactions as succession challenges, quest for talent, and growth ambitions persist.
Price tag for Trump tax cuts swells to $4.6T
Estimates from Congressional Budget Office project renewed fiscal measures will more than double the cost of the original 2017 cuts.
AdvicePay eyes next growth chapter with new president
The fintech platform catering to fee-for-service financial planners has elevated a key team member to its executive leadership.
Wealth Enhancement Group adds $809M California advisor team
Fourth firm to join WEG this year takes its total AUM to near $83B.
