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Is Robinhood planning to move into wealth management with new acquisition?
Stock trading and investment platform to add to capabilities.
Senior homeowners gained $329B equity in Q1 but price growth is slowing
But some regions continue to outpace the easing national price gains.
EM currencies fall amid Treasury yields outlook
Concern outweighed better signals on inflation.
Hedge funds react to geopolitical uncertainty
Goldman Sachs says funds dumped European stocks last month.
AI startups add some spice to US VC dealmaking
Global deals were also higher in the second quarter.
Even with a $4B fortune, there’s room for a side hustle
Former Lehman Bros. trader eyes AI potential with VC bets.
WisdomTree woos more advisors with portfolio solutions offering
The firm is doubling down on its $3.5B model portfolios business with a fresh push to help enhance investment advisors’ practices.
Broker who took client funds for 17 years is barred
"A broker admitting that he has been ripping off clients for 17 years is beyond troubling," said one attorney.
BNY names new global head of investments and wealth
The Nuveen alum with investment experience from TIAA, AIG, and Merrill Lynch is set to join as longtime leader lets go of the reins.
California becomes 26th state to enshrine high school personal finance education
Under landmark bill signed by Governor Newsom, passing a personal finance course will be a high school graduation requirement by 2031.
SEC charges Silvergate Capital Corporation, former execs with misleading investors
The firm and two individuals have settled, but CFO will fight to clear his name.
Kovitz set to exceed $24B AUM as new combination is announced
Focus Financial firm is preparing for another major tie-up.
How much income does the average American believe means financial security?
Spoiler alert: it's way more than most people make.
Wall Street weighs impact on bonds if Trump wins
Strategists urge investors to hedge against inflation.
More American homeowners locked into mortgage rates above 5%
Older loans at lower rates are being replaced by costlier borrowing.
Take profits on five-year Treasuries now says JPMorgan
Selling pressures are elevated due to multiple risk events.
‘Roaring Kitty’ orchestrated GameStop pump and dump, class action alleges
A federal lawsuit against the famed meme stock influencer alleges he purchased 120,000 options before re-emerging to post about the company in May.
SEC boots California RIA linked to crypto, private funds
"Nobody knows what’s happening internally in these pooled funds at the retail level," said one plaintiff's attorney.
EP Wealth scoops $700M Texas practice
The fast-growing RIA boosts its assets in the state past $1B as it welcomes a 23-year planning and investment veteran as its new regional director.
Asset manager taps former Vanguard $274B PM to lead ETF operations
After 14 years with Vanguard, Awais Khan has a new role.
