UHNW family offices are eyeing alts diversification, says JP Morgan
The financial giant offers a fresh snapshot into global family offices’ investment, governance, and succession planning concerns.
LPL lands $860M whale from Lincoln
The broker-dealer giant is expanding its profile in Texas with a holistic planning firm working with multigenerational clients.
Younger Americans’ wealth growth has beaten historic norms
Under 40s have seen wealth accumulation rise faster than other generations.
Despite the cost of living, Americans remain on top of their mortgages
Stats reveal that all stages of delinquency are around historic lows.
Treasury options traders keep Fed hike on table
But they are also positioning for the potential for multiple rate cuts.
Deutsche buybacks at risk amid $1.4B legal action fund
The banking group is being challenged over a takeover in 2010.
New bid for song catalog fund puts Blackstone at #1
Board prefers the latest offer rather than Concord bid.
FX traders wonder when Tokyo will support the yen
Currency continues to fall but investors hope for assisted rebound.
Are RIAs failing their clients?
Advisors respond after report suggests clients are not having enough input into the advisory experience.
Blackstone makes more real estate moves
"Interest rates aren’t going down anytime soon," said James Corl of Cohen & Steers.
Leading through innovation – with Tom Ruggie of Destiny Wealth Partners
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Raymond James notches wins in the Sun Belt with advisor additions
Together, the ex-Merrill Lynch advisor in Florida and the Wells Fargo alum in New Mexico reported managing $250M in assets.
Huntington names new head of wealth business
Eyeing growth in the wealth sector, the financial services company is elevating Melissa Holding to the role as a tenured leader steps down.
MyVest announces tax-aware portfolio transition upgrades
The fintech firm’s latest update simplifies processes for legacy portfolios, with features for tax-efficient transition management.
Will the surge in Treasury yields slay the bulls (again)?
So far in 2024 the rise in the 10-year Treasury yield has not significantly impinged on the market’s bullish behavior.
Most workers, retirees have retirement income confidence
New EBRI research sheds fresh light on sentiments around inflation, Social Security benefits, and use of guaranteed income products.
Stocks rise following hot March inflation
The S&P 500 is poised to extend gains on tech earnings while short-term Treasury yields fell following brisk rise in Fed’s preferred inflation gauge.
Credent Wealth Management attracts two new partner-advisors
Indiana-based $2.5B RIA has added 12 firms since it was founded in 2018.
Women may gain from wealth transfer, but it won’t solve the big issues
Penny Finance report highlights ongoing challenges in gender wealth gap.
Tech rally fuels equities rally, commodities gain
But there are headwinds including US data, Japan intervention.
