Concurrent invests in tomorrow with leadership hires
The hybrid RIA appoints industry vets to its bench as it emphasizes commitment to next-growth, next-gen talent, and succession.
New DOL rule no big deal, says Stifel’s Kruszewski
"It appears to be less restrictive than what was proposed," said Stifel CEO Kruszewski,
Derivative income funds taking off as indexes won’t back off
Derivative income funds totaled more than $84.6 billion in assets in March, up from $53.6 billion the prior year and $5.1 billion a decade ago.
Concord ups the ante on Hipgnosis takeover battle
The music rights investor increased its bid to own the London-listed company’s enviable library of songs from iconic acts.
Future Proof unveils plans for Miami event
The Future Proof Citywide Event next year will assemble over 2,500 stakeholders across the wealth, alternatives, and fintech spaces.
Tifin taps another LPL leadership alum to its C-suite
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
BlackRock unveils its answer to the looming retirement crisis
The world’s largest asset manager has unveiled a new paycheck-for-life solution to support financial security among DC plan participants.
Trump Media doubles down on illegal short-selling claims
Parent company of Truth Social has flagged concerns that so-called "naked" short sales are happening.
FTC faces legal backlash following noncompete rule
The regulator’s motion to restrict noncompete agreements has drawn an immediate reaction from business groups and financial industry stakeholders.
Want to go RIA? Here’s where to start
Prospective RIAs see the potential for more profit and flexible but there are some fundamentals you need to figure out first.
Millennials, Gen Z starting earlier on ‘serious’ financial planning
Compared to boomers, younger generations are getting quicker starts to equipped themselves for their financial journeys.
Carson Group welcomes new CFO to executive leadership team
Carson Group has hired Daniel Applegarth from Orion Advisor Solutions…
Retirement income from four sources is expected by half of future retirees
Advisors should help clients consider retirement surprises, survey suggests.
Ultra-rich tax to save Social Security? Swing state voters in favor
Ideas such as a billionaire tax prove popular in Bloomberg poll.
SEC wants to impose record $5.3B fine on crypto firm, founder
Failed TerraUSD stablecoin penalty would be crypto's highest to date.
Weak yen has been good for equity investors, but now it’s a risk
Japan's currency continues to depreciate and it’s causing issues.
Nationwide’s Eric Henderson set to step down
The president of the financial giant’s annuity business is exiting at the end of 2024, capping off a transformative four-decade career.
Advisor recruiting getting “irrational,” says Ameriprise CEO
"I do believe that the market is very competitive," says Ameriprise CEO Cracchiolo.
RIA calls bias against Bitcoin unfounded, outdated
"They don't understand how Bitcoin has an enhanced Sharpe ratio and benefits overall volatility in a portfolio."
