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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.'
Billionaires acquiring more wealth through inheritance than entrepreneurship, says UBS
Report focused on the last year highlights the impact of the Great Wealth Transfer.
Most American workers say wages have not kept pace with inflation
Older, hourly, and lower paid workers are most likely to have lost out.
How do you value crypto assets? CFA Institute now has a guide
New resource aims to equip investment professionals with most relevant models.
Rate cut expectations rise as European inflation eases
US Treasuries pause rally as more data is awaited.
Morgan Stanley, Rothschild among elite focusing on UAE
Wealthy clients in the Middle East are attracting big hitters.
Hedge fund duo wants traders to risk their own money
They aim to upend the traditional hedge traders fund model.
OPEC+ meeting could result in deeper cuts
Prices are flagging and the cartel will be keen to add support.
Wells Fargo loses another executive, this time to LPL
Jim McHale is the new chief compliance officer at LPL Financial.
Keeping clients’ objectives at the heart of investment strategy
The journey of Caryn Zweig, CEO of Abner Herrman & Brock Asset Management, has been marked by a keen eye for how and when to invest.
Supreme Court arguments cast doubt on SEC’s use of in-house judges
Conservative justices suggest that people accused of fraud by the SEC have a constitutional right to go before a federal court jury.
Fund providers and investment research platforms in the spotlight
InvestmentNews invites readers to participate in the search for the best fund providers and investment research platforms.
T. Rowe Price to reestablish role of head of global investments in 2024
The role was previously held by Rob Sharps, who became CEO in 2022.
Gold continues rally amid Fed rate cut expectations
The precious metal is up around 13% since October.
