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Alternatives still worth holding even as Treasury yields rise, says Yieldstreet CEO
IN THE NASDAQ OCT 11, 2023
Alternatives still worth holding even as Treasury yields rise, says Yieldstreet CEO

Michael Weisz, CEO of Yieldstreet, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors should continue to own alternatives even as Treasury yields rise.

Merrill advisors managing $390M jump to LPL Financial
INDEPENDENT BROKER DEALERS OCT 11, 2023
Merrill advisors managing $390M jump to LPL Financial

The Fresno, California-based pair of advisors make the 50th team to join LPL’s Linsco channel.

PGIM cuts fees on target-date funds
RETIREMENT PLANNING OCT 10, 2023
PGIM cuts fees on target-date funds

The TDF series will be renamed PGIM Target Date Funds, and some underlying investments will be changed.

LPL nabs team managing $900M at RBC
INDEPENDENT BROKER DEALERS OCT 10, 2023
LPL nabs team managing $900M at RBC

The four advisors are launching Sides Wealth Advisory Group in York, Pennsylvania.

Merrill adviser overseeing $350M moves to UBS
WIREHOUSES OCT 06, 2023
Merrill adviser overseeing $350M moves to UBS

Matt Burton will join the firm’s Indianapolis office.

Goldman's build-your-own ETF hub debuts first funds
MUTUAL FUNDS OCT 05, 2023
Goldman's build-your-own ETF hub debuts first funds

Goldman's platform is designed to help institutional clients launch their own ETFs while providing services such as portfolio implementation and capital markets solutions.

Team managing $800M joins Arkadios
RIA NEWS OCT 05, 2023
Team managing $800M joins Arkadios

The trio, from JPMorgan and Capitol Group, have launched Clover Capital Partners in Atlanta.

LPL adds California team managing $150 million
INDEPENDENT BROKER DEALERS OCT 05, 2023
LPL adds California team managing $150 million

The Sacramento-based firm, Bradford Capital Group, was previously affiliated with Securities America.

UBS nabs two teams from Bernstein Private Wealth
WIREHOUSES OCT 05, 2023
UBS nabs two teams from Bernstein Private Wealth

The teams, both in Philadelphia, collectively manage $1.7 billion in assets.

FPA E8: Laura Garfield, Co-Founder, Idea Decanter
ON LOCATION OCT 05, 2023
FPA E8: Laura Garfield, Co-Founder, Idea Decanter

Laura shares some very important tips for advisors crafting their “breakaway story” for their clients.