US investors still willing to trade returns for impact despite declining interest
Impact investing is showing weakness in international markets too.
Altruist launches high-yield cash product for advisors
The new product arrives as saving rates and returns are subdued.
New records for stocks as quarterly gain approaches
Global equities advance but markets await Fed inflation data.
No rush to cut rates, says hawkish Fed governor
Christopher Waller says recent inflation data have been disappointing.
Blackstone CEO bullish on private credit
Steve Schwarzman eyes healthcare, real estate for expansion.
UBS boss gets $16M but bonuses are cut for traders
Despite challenging conditions, the bank has posted a record profit.
It’s official: Health care costs trump retirees’ other concerns
Poll of US seniors reveals that worries over health care expenses impact other areas, but only one-third have saved for health costs.
FusionIQ launches unified investment platform
The new platform brings together various investments including digital assets, special purpose vehicles, ETFs, and SPVs.
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
AllianceBernstein 401(k) lawsuit booted
A court dismissed the case, pointing to the facts that the company waived fees for its participants and didn't really benefit from the assets.
Two-thirds of US savers are leaving interest on the table
Despite the proliferation of high-yield savings accounts online, Bankrate survey reveals most Americans are earning less than 4%.
The gender gap extends to retirement plan savers, Nationwide says
Women have more concerns about retirement and are less likely to have reached key financial milestones, survey shows.
Should advisors be making portfolio bets ahead of Biden-Trump rematch?
'Of the last 20 election years, only the years 2000 and 2008 produced negative years, and those were attributable to asset bubbles rather than politics,' an advisor says.
Empower teases 401(k) platform for small businesses
The retirement services giant says its forthcoming platform will help advisors and third-party administrators address the access gap for more US workers.
FP Alpha and PreciseFP unveil new tech partnership
The new alliance allows more advisors using financial planning software to leverage AI by removing a key friction point.
Avantax adds $250M married duo from Edward Jones
The Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.
All US states failing to provide adequate basic financial literacy education: NFEC
Analysis finds that financial education falls short of what's offered in other subjects.
Americans want employers to provide childcare benefits, the business case looks good
A new study reveals the potential strong return on investment for employers.
Trump Media is one of most expensive short trades right now
Former president's public company was launched via a SPAC this week.