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JPMorgan to give all new parents 16 weeks of leave
PRACTICE MANAGEMENT NOV 18, 2022
JPMorgan to give all new parents 16 weeks of leave

The firm will also increase employees' sick days and bereavement leave, according to an internal memo.

Study points out barriers to success of women advisers
PRACTICE MANAGEMENT NOV 17, 2022
Study points out barriers to success of women advisers

Nearly three-quarters of respondents to a Carson Group survey note that women must juggle professional responsibilities with caregiving obligations.

'IN the Nasdaq' with Gary Shapiro of the Consumer Technology Association
IN THE NASDAQ NOV 17, 2022
'IN the Nasdaq' with Gary Shapiro of the Consumer Technology Association

Consumer Technology Association CEO Gary Shapiro sits down with InvestmentNews anchor Gregg Greenberg to discuss fintech innovation and the upcoming Consumer Electronics Show in Las Vegas.

'IN the Nasdaq' with David Rubenstein, founder of the Carlyle Group
IN THE NASDAQ NOV 17, 2022
'IN the Nasdaq' with David Rubenstein, founder of the Carlyle Group

Carlyle Group founder and author David Rubenstein sits down with InvestmentNews anchor Gregg Greenberg to discuss investing strategies and his new book, 'How to Invest.'

Choreo to acquire $1 billion Cherry Bekaert Wealth Management
RIA NEWS NOV 16, 2022
Choreo to acquire $1 billion Cherry Bekaert Wealth Management

The deal expands Choreo’s footprint in the Southeast; the firm said it’s also entering a strategic relationship with an affiliated firm, Cherry Bekaert Advisory.

S&P to pay $2.5 million to settle SEC conflict-of-interest charges
PRACTICE MANAGEMENT NOV 15, 2022
S&P to pay $2.5 million to settle SEC conflict-of-interest charges

The securities watchdog’s order asserted that the rating of a mortgage-backed security deal in 2017 was at issue.

Merrill nabs $1 billion team from Citi
PRACTICE MANAGEMENT NOV 15, 2022
Merrill nabs $1 billion team from Citi

A team of four advisers in suburban New York is making the switch.

FPA honors three planners with awards
RIA NEWS NOV 14, 2022
FPA honors three planners with awards

The ‘Heart of Financial Planning’ award to go to Shawn Jacobson, Mark Prendergast, Celeste Revelli.

Adviser managing $350 million at Morgan Stanley joins Linsco
INDEPENDENT BROKER DEALERS NOV 14, 2022
Adviser managing $350 million at Morgan Stanley joins Linsco

Tim Truebenbach will open an office for the LPL Financial unit in Tacoma, Washington.

A guide for the breakaway RIA
THE INVESTMENTNEWS PODCAST NOV 14, 2022
A guide for the breakaway RIA

Bruce and Jeff are joined by Chuck Failla of Sovereign Financial, who shares his own background as a breakaway RIA, his current success, and tips and tools to utilize when choosing a similar path.