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Financial wellness benefits a ‘must-have’ work perk: Vestwell
Poll of more than 1,200 workers highlights shifting savings habits, student debt woes, and overwhelming demand for advisors.
Bond traders change bets on Fed rate cuts
Markets are now conceding that a slower pace is likely.
Economists believe Fed has gone too far in restrictive policy
It's the most critical view of the NABE in 13 years.
Private equity returns have slumped, says Raymond James
Returns to investors are at their worst level since the financial crisis.
Janus Henderson index suggests Fed will achieve soft landing
Credit risk indicators have stopped flashing red for the first time since rate hikes began.
Financial infidelity, credit card debt behind one-third of divorces
A poll of divorced Americans sheds light on the role of debt in separations and the financial fallout for divorcees.
Sustainable investing interest growing globally, Morgan Stanley says
International poll shows US investors are allocating more of their portfolios toward sustainability compared to their peers overseas.
Citizens Financial advances high-net-worth ambitions with key hires
The bank has recruited two JPMorgan execs to help build out its private banking and wealth management businesses.
Cambridge, Lincoln among firms hit by SEC’s $81M fine blitz
Text messaging issues at broker-dealers and RIAs could have been avoided with some regulatory guidance, compliance expert says.
Goldman Sachs sued again by Hollywood business managers
Following a failed California lawsuit, M&A client is trying again in New York.
SEC approves rule requiring hedge fund strategy disclosures
Funds will be required to share more information with regulators.
No bonus for weakest performers at global investment bank
Top dealers could get 10% while others are zeroed out.
Black Americans more optimistic, but still face financial challenges
Limra research reveals concerns around retirement, disability, and unexpected emergencies among Black adults.
Fidelity executive leadership undergoes another shakeup
CEO Abigail Johnson rotates top talent yet again on the back of the fund company's robust 2023 performance.
Bond trader who blew up Atlanta B-D found guilty in fraud case
'Somewhere in the firm's systems, a big, flashing red light should have gone off,' one attorney says.
T. Rowe Price appoints new leaders for intermediaries channel, retirement plan services
There are also new co-heads of USI Wealth Management.
Pricing climate risk is proving tricky for money managers
Lack of reliable data is a key reason for the challenge.
Bitcoin miners claim US ‘abuse of authority’ over energy data
The industry faces scrutiny over high use of energy to mine cryptocurrency.
KKR sees ‘trillions’ of retail investor dollars moving to alts
'Mass affluent individual investors historically have not had an easy way to access these types of products and strategies,' senior KKR executive says.
CFP Board lauds progress among Black financial planning professionals
Professional body for financial planners reflects on achievements and pledges continued support.