Client services will be broadened under the new partnership
Banking group sees room for stock and economic growth, even with caution advised.
Brian Jacobs of Aptus Capital Advisors tells InvestmentNews how structural innovation and smarter equity risk-taking are shaping the ETF market.
Households are increasingly consolidating, with one third now relying on a single firm for investing and savings.
Most retirees feel financially steady, but health and relationships drive happiness more than money.
Report highlights concerns around recession signals and overlooked income opportunities.
Global markets deliver strong returns, while EM and bond ETFs draw heightened attention.
New data shows surging advisor appetite for semi-liquid alts despite education and trust challenges.
AI-led investment could fuel US growth but increase leverage and market concentration, outlook says.
Surveys show annuity owners feel more secure about retirement timing as interest rises among non-owners
