Displaying 28149 results
Your website may be great, but investors want an app, says JD Power
Digital channels are increasingly important for successful wealth managers.
State Street plans 1,500 layoffs
The company’s vice chair cites efforts to improve productivity.
Jobs market strengthens in November, defying forecasts
The report undermines hopes the Federal Reserve will cut interest rates early next year.
Individual annuity sales to surpass $300B annually, says Limra
Sales will escalate in 2024 and 2025 according to a new forecast.
Have bond traders underestimated the economy? Jobs data will tell
If Friday’s labor market report is more positive than expected, Fed rates doubts may rise.
Why Blackstone is going deep into data centers with $7B deal
Emerging tech needs specialist centers and the alt asset manager sees a ‘once in a lifetime’ opportunity.
Altruist helps advisors connect their tech with several powerful new integrations
The aim is to make critical workflows simpler and streamlined.
Yen deemed ‘too tricky to trade’ with more swings ahead
Japanese currency is not a trade for the fainthearted right now.
Criticism of Blackstone mortgage REIT shows ‘froth’ draining from market
Financial advisors often recommend REITs as a way to generate income in retirement.
Merit acquires fellow Georgia-based firm managing $300M
ClearBridge Wealth provides investment management and financial planning.
There’s a generational divide in managing rising concern about financial future
Envestnet survey reveals need for blend of technology and human advisor insights.
Ray Dalio says green finance has to be profitable
Veteran hedge fund investors tells COP28 delegates that private capital demands returns.
Sovereign bond issuers lack climate ambition, says $5B investor group
Alliance says US and Canada among nations falling short on climate finance.
Elon Musk’s SpaceX valued at $175B in potential tender offer
Sources say the firm is considering selling insider shares for $95.
Mercer announces two deals in as many days
RIA aggregator acquired $495M Paragon Wealth Strategies and $95M Brighton Financial Planning.
Last call for votes: 5-Star Fund Providers and 5-Star Research Platforms
InvestmentNews’ inaugural 5-Star Fund Providers and 5-Star Research Platforms is closing this Friday.
Could Europe lead global rate cutting in 2024?
Investors are betting that the ECB may be an early mover.
Wells Fargo’s indy group, FiNet, bumps up fee for big advisors
What's not clear is how many FiNet advisors will feel the sting of the fee increase.
Donor-advised funds underpin growth in charitable giving
Schwab Charitable reported its donors increased their giving by 8%, or nearly $350 million, to more than $5 billion in its fiscal year 2023.
Cap on Wells Fargo assets will cause pain eventually, Scharf says
The bank has been hobbled by the Fed order limiting its size for more than five years — longer than Scharf's tenure as CEO.
