InvestmentNews’ 5-Star Research Platforms revealed
From data accuracy to active listening and a focus on efficiency and simplicity, the best research platforms for financial advisors lead on several fronts.
Want your firm to thrive? Focus on growth and relationship strategies
President of Crestwood Advisors says how a company thinks about growth is key to achieving it over the long term.
S&P 500 sees best three-day rally since November
Hopes of Fed rate cuts boosted equities again Monday.
Private credit is growing as a financing option, outperforming for investors
American Investment Council says the market continues to expand.
Asset managers face rising costs, sluggish revenues but AI might save the day
BCG report urges firms to seize the opportunity from tech innovations.
High-tech market makers push deeper into fixed income
Firms such as Citadel, Jane Street aim to disrupt Wall Street domination.
Wealth management unit helps propel UBS back to profit
Net income smashed analysts’ expectations for first quarter.
Medicare fund will pay full benefits for extra five years
Strong economy means the fund should be in a solid position until 2036.
Osaic seals deal for Lincoln’s wealth advisor business
The wealth management giant has gotten even more colossal as it welcomes $115 billion in assets and some 1,400 advisors.
Raymond James welcomes advisor couple in Oklahoma
The broker-dealer giant has onboarded a husband-wife tandem who previously managed $200M at Edward Jones.
Trump Media’s banned accountant had 20 B-D clients
"These firms have to go back, hire a new accounting firm and restate financials," said one senior industry executive.
LPL welcomes ex-UBS advisor in the Northwest
The veteran advisor, whose resume includes time in Silicon Valley, brings a $275M book that includes lawyers, small business owners, and widows.
Goldman bolsters alts commitment with new lending solution
Extended to eligible RIA clients, the new offering takes the staid practice of securities lending to the alternative investment space.
Tech firm takes generative AI to the RIA space
First-of-its-kind RIA GPT promises to boost advisors’ productivity and enhance client outcomes, while still complying with SEC rules.
MAI extends acquisition streak with Harbor Wealth deal
The high-net-worth RIA has added $321M to its network with the addition of a women-owned and operated practice in Colorado.
iCapital unveils model portfolios for alts-focused advisors
The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.
Robinhood’s crypto business under fire after SEC warning
The stock trading platform is facing an enforcement action as the federal regulator continues to crack down on digital assets.
Change continues at Focus with Colony-Buckingham merger plan
“Transformational” combination will see Adam Birenbaum lead a wealth giant with nearly 1,200 employees across more than 90 locations.
Do Warren Buffett’s words still carry weight on Wall Street?
The Berkshire Hathaway shareholders meeting remains a big draw, but do advisors still hang on the Oracle of Omaha's every word?
Stifel employees leave after probe into ‘inappropriate relations’
A spokesperson for the St. Louis-based firm says it has 'taken appropriate action,' with one of the employees going through a 'legal process.'
