Eaglebrook Advisors' CEO Chris King expects his crypto SMA investing firm to jump from managing nearly $400 million to $1 billion over the next 12 months, as president Donald Trump signs the GENIUS Act and Bitcoin comes off new all-time highs.
By Andrew CohenRajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
After beating its growth deadlines, the employee-owned firm is advancing its PE-free strategy with a streamlined executive structure and newly developed roles.
As more workers are pushed to return to their offices, wealth managers are increasingly being asked to value the benefits of remote work.
The Baltimore-based asset manager is cutting numerous positions across departments as it maps out how to return to organic growth.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
The transaction will see SEI effectively own 57.5% of Stratos' operating businesses as previous backer Emigrant Partners exits its position.
The RIA custody giant logged a 23% yearly increase in trading revenue, totaling nearly $1 billion for the quarter, as the April selloff and subsequent rebound saw an investing frenzy.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
Charles Schwab's 2025 RIA Benchmarking Study shows 97% client retention over a decade, but the industry may face a talent bottleneck with 70,000 new hires needed in five years to match growth.
Treasuries advanced, with the 10-year yield down one basis point.
Christina Pihos, group insurance chief marketing officer at Prudential Financial, sits down with InvestmentNews anchor Gregg Greenberg to highlight the disconnect between the employee benefits companies offer and the needs of employees.
Pat Haskell, managing director at BlackRock, sits down with InvestmentNews anchor Gregg Greenberg to explain why the perfect time for investors is now to capture income and especially in the municipal bond market.
Vishal Khanduja, managing director at Morgan Stanley Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss why investors should opt for a total return strategy, as well as highlight the top opportunities in fixed income.
Erik Aarts, senior fixed income strategist at Touchstone Investments, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors should stay overweight fixed income, favoring high quality issues and staying neutral on duration.
Alaina Anderson, portfolio manager at William Blair, sits down with InvestmentNews anchor Gregg Greenberg Nasdaq to explain the factors driving the relative outperformance of international equities, as well as name some of her favorite stocks.
John Burrello, senior portfolio manager at Invesco, sits down with InvestmentNews anchor Gregg Greenberg to explain how option income ETFs can enhance a diversified investment portfolio.
Venue: Tribeca 360, New York
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Venue: Tribeca 360, New York
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