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Could Europe lead global rate cutting in 2024?
Investors are betting that the ECB may be an early mover.
Wells Fargo’s indy group, FiNet, bumps up fee for big advisors
What's not clear is how many FiNet advisors will feel the sting of the fee increase.
Donor-advised funds underpin growth in charitable giving
Schwab Charitable reported its donors increased their giving by 8%, or nearly $350 million, to more than $5 billion in its fiscal year 2023.
Cap on Wells Fargo assets will cause pain eventually, Scharf says
The bank has been hobbled by the Fed order limiting its size for more than five years — longer than Scharf's tenure as CEO.
UBS is latest firm OK’d by NFL players union
More than two decades old, the NFLPA's registered player financial advisor program for years was limited to individual financial advisors.
Most Americans think they can spot a scam, but Citi study reveals otherwise
Scams are becoming more prolific and more sophisticated.
China credit outlook cut to negative by Moody’s
Debt levels are concerning the ratings agency.
Indiana-based hybrid hires former Wells Fargo exec
John Peluso retired in September as head of Wells Fargo’s clearing operations, and earlier presided over FiNet.
Giant RIAs in old-fashioned donnybrook for advisors and clients
Edelman Financial Engines is suing Mariner Wealth Advisors, alleging that Mariner is poaching its clients and running Edelman out of business.
Thinking of going independent? How smaller RIAs can win despite disruptive tech
Advisory Services Network's business development director, Trey Prescott, talks to InvestmentNews.
Can banks really be trusted on ESG when they set their own rules?
Discussions at COP28 include global standards for sustainability reporting.
Shut up and take our money, investors say about financial advice
Demand for paid financial advice is at a high level and rising, survey data show.
Northwestern Mutual targets next-gen clients with new model portfolios
New products aim to attract younger investors who want to work with advisors.
RBC Wealth Management recruits $337M team in Memphis
Team of six has switched from Cetera.
S&P 500 up almost 9% in November, but is Big Tech a risk?
The dominant stocks tend to drop at year-end but Fed optimism could buck the trend.
Private credit carve-out from JPMorgan filed ‘secret’ IPO plan
HPS Investment Partners could go public if equity capital markets look favorable.
China or India: Which EM do global wealth managers favor?
The two major Asia economies are vying for investment.
Bank fined $24M for spoofing in Treasuries market
Two former employees engaged in more than 700 ‘spoofs’ over almost a decade, Finra charges.
Helping women in tech align wealth with values
Waddell decided to focus on women in tech because, she says, 'I live in Seattle. Everybody works in tech.'
