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Strategic visionary who sticks to his guns
Morgan Stanley’s CEO, InvestmentNews' 2023 Icon, has upset advisors at times with his policies but is revered for leading spectacular growth and his Smith Barney ‘master stroke.’
Alts allocations by LPs to rise along with use of AI, survey reveals
Limited partners and asset allocators appear wary of more volatile asset classes.
Kingsview expands with $260M former Wells Fargo duo
The firm's new office is in Roseville, Minnesota.
The Bay State’s fiduciary ruling
With the Massachusetts decision, the fiduciary question now moves to states.
IAA taps LPL Financial and Northwestern Mutual as it prepares for growth
Two new executives have joined the alliance of independent advisors.
US economy is resilient but are markets losing confidence?
American consumers are about to crack warns investors' survey.
Morgan Stanley is the lone bull in a Treasuries bear market
The firm says investors should buy US sovereign debt, doubting soft landing.
Short sellers see $13B win with often overlooked equities
Sometimes taking the road less traveled proves profitable.
Tesla’s supercomputer could spark surge in market value
Dojo could do for the EV firm what cloud computing has done for Amazon.
What to watch in EMs even as China flounders
Emerging market ETFs are attracting cash to non-China strategies.
How a former teacher is educating the world about 403(b)s
Authoritative and personable, with an underdog spirit, InvestmentNews Innovator Dan Otter is on a mission to root out bad retirement plans and investments for teachers.
Staying home to raise kids has retirement repercussions, study finds
Women should ensure spouse's wealth is aligned to long-term goals of both, says Schwab Wealth Advisory director.
After fee fight, latest Schorsch REIT merger OK’d
'We maintain our view that this represents an overly generous payment to the manager,' Institutional Shareholder Services says of the fee resulting from the deal.
ETF inflows were $137B in Q2, but what’s next for the industry?
Vanguard says investors are returning to risk assets.
LPL welcomes $205M team to its employee advisor channel
A new firm is born in Houston with Linsco by LPL Financial.
CFTC crackdown on DeFi firms’ unlawful transactions
Regulator says that firms believe smart contracts allow unregistered trading.
Dallas Fed president says rates may have to go higher
Lorie Logan says there may be a skip this month but more hikes may be needed.
Goldman underperformers could be out next month
The Wall Street bank is likely to shed 1% to 5% of its workforce in annual review.
Former FTX executive pleads guilty to criminal charges
Ryan Salame headed up the collapsed crypto exchange’s Bahamas subsidiary.
Dollar to strengthen well into 2024 says HSBC
Forecast marks a u-turn from the global bank's previous view.
