Intuition at the heart of understanding what makes clients tick
How positive prosperity reaped rewards for speaker at InvestmentNews’ upcoming Women Advisor Summit.
Distressed investors finding opportunities despite bull market, strong economy
"Interest rates have skyrocketed in the last 24 months and because of that, you're seeing more and more distress,” said one fund manager.
LPL welcomes $190M boomerang advisor
The broker-dealer broadened its advisory footprint in North Carolina as industry veteran returns from Benjamin F. Edwards & Co.
Retirement confidence flagging for most older US adults: AARP
Survey finds one-fifth of US adults aged 50 and over have no retirement savings, and three-fifths concerned they’ll outlive their nest eggs.
GTCR set to snap up AssetMark
The private equity firm unveiled plans to take the TAMP provider private, valuing the company at $2.7B.
US investment firms have seen 9% rise in financial impact of fraud
LexisNexis report highlights increased risk as digital channels expand.
IRS wants to streamline tax disputes with new focus on alternative programs
Alternative Dispute Resolution Program Management Office formed.
ESG mandated US funds posted $9B outflows in Q1
First three months of 2024 was challenging for sustainable funds.
International exporters to US set to win amid dollar gains
While other international stocks are pressured, exporters should win.
Two words that turned $8.99 into a cool million dollars
A think tank intern's crypto bet was a most unusual 'investment'.
Wealth firms must prepare for demise of non-competes, despite legal challenges to FTC rule
A growing sentiment against restricting employee moves could affect non-solicitation, too.
Tech firm Vanilla sweetens its estate planning platform
The platform's document builder module now allows clients to connect directly with legal eagles and obtain vital powers of attorney.
Concurrent invests in tomorrow with leadership hires
The hybrid RIA appoints industry vets to its bench as it emphasizes commitment to 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," says CEO.
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.
