The MFO is welcoming Tamara Surratt, the founder and CEO of Legacy Family Office, which has more than $2B in AUM.
The monthly STAX index reveals investment sentiment among firm's clients.
The firm has announced a strategic partnership to enhance platform.
Shares slipped following the post-market-close announcement.
Wednesday's rates decision will help shape the playbook through 2025.
Wall Street strategists believe a new high will be reached mid-2025.
Fed announcement, US inflation data set to make an impact.
Cerulli research finds two-fifths of self-directed investors are willing to pay for human advice, opening opportunities for providers.
Median total compensation up by 12.6% for CEOs – compared to 5.2% for employees.
'The evidence further reflected a pattern of churning,' one executive said about the case.
The RIA aggregator is prioritizing strategic growth and operational efficiency with critical appointments, including veterans from Morgan Stanley and Goldman Sachs.
InvestmentNews Awards 2024, Advisor of the Year (Western region): Rick Blanke, Blanke Schein Wealth Management (Hightower).
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Dave Welling, Mercer Advisors.
Home equity closed in on a record high in the first quarter of 2024.
Outlook also considers sticky inflation, Treasuries below 5%.
CPI, Fed decision could spark volatility.
Bearish bets came at the wrong time according to the stats.
Backers have recently secured some big wins.
Analysts at Bank of America would “not be surprised” if Citigroup were to explore “strategic alternatives” as part of its turnaround effort.
The firm is distancing itself from “sham communications” claiming opportunities for “VIP members” with “cooperation commissions.”
