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Young Americans expect an average $320K inheritance, but how will they use it?
Using their windfall for investing and saving is a priority, survey shows.
Why change an established wealth management brand after 35 years?
New year, new name for a national broker-dealer and RIA platform managing $3.3B.
JPMorgan shares hit new record high
Wall Street stalwart gained from regional bank collapses but can it maintain momentum?
Mariner adds $360M California firm
In its 7th acquisition of 2023, Mariner buys Sacramento-based Confluence Financial Planning.
4 key trends that will help advisors grow their firms in 2024
Partnerships and organic growth should be advisors’ focus, experts say.
RBC warns US recession risk remains high; equities vulnerable
RBC Global Asset Management economist says positive outcome relies on US soft landing.
Cetera CEO sees ‘even bigger things’ ahead as private equity firm reinvests
Genstar Capital made its original investment in the firm in 2018.
Small investors remain committed to US home assets, but flipping eases
Data reveals that investors make up an increasing share of single-family home buyers.
Musk back on top as world’s wealthiest gain $1.5T
2023 was a good year for the richest on the planet, especially the tech focused.
Lincoln deal caps year of change at Osaic
But what will the ultimate asking price for Osaic be as the firm moves toward an IPO?
LPL Financial takes minority stake in Independent Advisor Alliance
IAA founder sees significant development in its growth journey.
Equity bulls show highest sentiment in 30 months, says AAII
Meanwhile, pessimism is unusually low according to investor poll.
Markets await US inflation data for rate cut signal
Personal consumption expenditure gauge is expected to decrease.
Why are large investors returning to bank stocks now?
Fidelity, Wilmington among the institutions loading up on financial stocks.
Zero-day options not to blame for sell-off, says Cboe
Exchange says hedging activity more likely to be a stabilizer.
Elon Musk slams indexing, regulators in public markets rant
Speaking to Cathie Wood, the billionaire also criticized shareholders.
Finra bars ex-Wells Fargo broker previously charged with fraud
Louis Goff and others had been charged with raising $2.1 million from investors in a fraud from 2019 and 2020.
How private market investments can bolster 60/40 strategy
Half of advisors surveyed in iCapital study say client interest in alts has increased.
Aon buys wealth manager for $13.4B
The deal for NFP will bring together a shared commitment to client excellence, the companies say.
Most Americans are not expecting improved finances in 2024
A quarter of those surveyed by Bankrate think worse is to come.
