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Earnings help stocks advance in early trade Thursday
Big tech helped US market gain in previous session.
Citi hails private fund tokenization pilot as a success
The proof of concept could accelerate blockchain tech on Wall Street.
Japan in recession, no longer world’s third-largest economy
Despite negative rates, the economy has unexpectedly weakened.
Fidelity Charitable reveals record year in philanthropic giving
Annual report shows donors made $11.8 billion in grants from Fidelity's donor-advised funds last year.
Another setback for Schwab as net new assets decline again
The firm saw a year-over-year drop of 65 percent in new asset flows in January, including a steep slowdown in core net new assets.
Alt managers’ push to advisors hits resistance at some B-Ds
‘When I got here in 2016, I had no idea who the alternative investment sponsors were,’ says Jamie Price of Osaic.
Wealth management firms start off 2024 with M&A bang
A January wave of consolidation sees $32 billion in assets purchased across 23 deals, Fidelity reports.
How does the work and pay picture look for financial professionals?
Data from College for Financial Planning reveal views on compensation, career development, and workforce challenges.
5-Star Financial Planning Software and 5-Star CRM Platforms ending soon
Search for the best financial planning software and CRM platform ends this Friday.
Ex-Oppenheimer advisor sentenced to 8 years for $50M Ponzi scheme
The disgraced advisor fleeced more than 400 investors in a fraudulent 'private equity' fund over a 13-year period.
Edward Jones leads the way in adding CFPs
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
LPL snaps up 2,400 advisors, $100B in assets with Atria acquisition
LPL's equity purchase of Atria will cost the firm at least $805 million.
Morningstar Wealth strengthens its SMA shelf
Advisors on the platform now have more options and flexibility to build customized portfolios for clients.
Foundation Source makes acquisition to boost charitable giving solutions suite
Technology firm says the deal will help it provide specialized support to advisors, donors, and non-profits.
US stock future tumble ahead of crucial CPI data
Markets expect inflation to have eased but may be overpricing Fed cuts.
Oil markets should be ‘comfortable’ in 2024, IEA says
Prices should be moderate despite weakening demand.
Alex David jumps to Raymond James from Stifel
'This appears to be more of a reflection on Stifel,' one industry recruiter says.
Does private equity benefit RIAs?
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
Financial wellness benefits a ‘must-have’ work perk: Vestwell
Poll of more than 1,200 workers highlights shifting savings habits, student debt woes, and overwhelming demand for advisors.
Bond traders change bets on Fed rate cuts
Markets are now conceding that a slower pace is likely.
