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AI is facilitating financial fraud, Treasury warns
NEWS REGULATION AND LEGISLATION MAR 28, 2024
AI is facilitating financial fraud, Treasury warns

Advances in artificial intelligence make it easier for criminals to impersonate customers and craft increasingly sophisticated email phishing attacks, according to a report.

By Bloomberg
US investors still willing to trade returns for impact despite declining interest
NEWS INDUSTRY NEWS MAR 28, 2024
US investors still willing to trade returns for impact despite declining interest

Impact investing is showing weakness in international markets too.

By Steve Randall
Altruist launches high-yield cash product for advisors
NEWS INDUSTRY NEWS MAR 28, 2024
Altruist launches high-yield cash product for advisors

The new product arrives as saving rates and returns are subdued.

By Steve Randall
New records for stocks as quarterly gain approaches
NEWS INDUSTRY NEWS MAR 28, 2024
New records for stocks as quarterly gain approaches

Global equities advance but markets await Fed inflation data.

By Bloomberg
No rush to cut rates, says hawkish Fed governor
NEWS INDUSTRY NEWS MAR 28, 2024
No rush to cut rates, says hawkish Fed governor

Christopher Waller says recent inflation data have been disappointing.

By Bloomberg
Blackstone CEO bullish on private credit
NEWS INDUSTRY NEWS MAR 28, 2024
Blackstone CEO bullish on private credit

Steve Schwarzman eyes healthcare, real estate for expansion.

By Bloomberg
Women and CPAs are in focus at RIA Choreo
NEWS RIAS MAR 27, 2024
Women and CPAs are in focus at RIA Choreo

"It's smart to align with a proven center of influence, CPAs," an industry consultant says.

By Bruce Kelly
Two-thirds of US savers are leaving interest on the table
NEWS INDUSTRY NEWS MAR 27, 2024
Two-thirds of US savers are leaving interest on the table

Despite the proliferation of high-yield savings accounts online, Bankrate survey reveals most Americans are earning less than 4%.

By Leo Almazora
Building wealth with nourishing advice
NEWS PRACTICE MANAGEMENT MAR 27, 2024
Building wealth with nourishing advice

‘The possibilities are endless’ if you marry a staple diet of good financial habits with a plan, says entrepreneurial advisor.

By Emily Douglas
The symphony of financial planning
NEWS INDUSTRY NEWS MAR 27, 2024
The symphony of financial planning

Pop musician turned advisor on transferring skills from the studio to keeping the ‘personal’ in finance.

By Emily Douglas
All US states failing to provide adequate basic financial literacy education: NFEC
NEWS INDUSTRY NEWS MAR 27, 2024
All US states failing to provide adequate basic financial literacy education: NFEC

Analysis finds that financial education falls short of what's offered in other subjects.

By Steve Randall
Americans want employers to provide childcare benefits, the business case looks good
NEWS INDUSTRY NEWS MAR 27, 2024
Americans want employers to provide childcare benefits, the business case looks good

A new study reveals the potential strong return on investment for employers.

By Steve Randall
Crypto industry rattled by hack that stole $63M in tokens
NEWS INDUSTRY NEWS MAR 27, 2024
Crypto industry rattled by hack that stole $63M in tokens

It's one of the biggest security incidents of the year.

By Bloomberg
Robinhood diversifies from trading with credit card launch
NEWS INDUSTRY NEWS MAR 27, 2024
Robinhood diversifies from trading with credit card launch

The platform aims to become a broader financial services firm.

By Bloomberg
Vanguard beats BlackRock for best asset management brand
NEWS INDUSTRY NEWS MAR 26, 2024
Vanguard beats BlackRock for best asset management brand

Chuck Failla of Sovereign Financial Group suggests one asset management firm advisors might be missing out on.

By Josh Welsh
2023 was boom year for health savings accounts
NEWS RETIREMENT PLANNING MAR 26, 2024
2023 was boom year for health savings accounts

Devenir reports that HSAs saw robust growth in invested assets last year, along with increases in contributions and withdrawals.

By Leo Almazora
California CPA firm wades into wealth with RIA partnership
NEWS INDUSTRY NEWS MAR 26, 2024
California CPA firm wades into wealth with RIA partnership

Orange County accounting firm collaborates with Integrated Partners to launch a wealth management division.

By Leo Almazora
Repeat flubs at Stifel over complex products: Finra
NEWS ALTERNATIVES MAR 26, 2024
Repeat flubs at Stifel over complex products: Finra

Stifel broker-dealers agree to fines and restitution of almost $3 million as a result of shortcomings in supervision and compliance related to sales of non-traditional exchange-traded products.

By Bruce Kelly
InvestmentNews reveals inaugural 5-Star Fund Providers
NEWS INDUSTRY NEWS MAR 26, 2024
InvestmentNews reveals inaugural 5-Star Fund Providers

Which top asset management firms made the cut?

By Leo Almazora
How do asset managers see AI?
NEWS FINTECH MAR 26, 2024
How do asset managers see AI?

New report from Mercer Investments reveals consensus on “core technologies,” as well as investment opportunities and risks.

By Leo Almazora