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Global hunt begins for $166B pension fund leader
Wall Street executives among the targets in recruitment search.
Yen slide set to continue warns analyst
Japan's currency reflects limited options for central bank.
Lincoln team managing $800M moves to LPL Financial
Arizona-based Validus Financial Associates is led by Ryan Kidd and Aaron Montez.
Commonwealth expands Talent Exchange Initiative
The firm aims to connect its advisors with a new generation of talent.
SEC provides road map for investment advisory firm examinations
'I can’t recall when they’ve been so explicit about what they do and why they choose a firm for examination,' a compliance expert says.
Creative Planning paves multilane road for old United Capital advisors
'We’ll wind up with two completely separate RIAs,' says Creative Planning CEO Peter Mallouk.
Nominations for Hot List end this week
Submissions for InvestmentNews’ inaugural hottest showcase close this Friday.
Wall Street fights over tab for audit-trail system
The cost of the new system was estimated at $500 million at the end of last year.
RIA team running 401K to promote 401(k) plans
Chuck Smith and his team at Qualified Plan Advisors will be running 401K, or 250 miles, in honor of National 401(k) Day Friday.
Implications of the SEC rulemaking agenda
The more than a dozen major new rules the agency has proposed or finalized will create significant disruption for investment advisors, with substantial long-term implications.
Wealth management firms need scale to help advisors thrive
Scale offers the solutions, capital and expertise entrepreneurial financial advisors need to serve their clients with distinction and build strong businesses.
Three wealth firms complete M&A to boost assets by more than $16B
Hundreds of advisors are now with new firms following the transactions.
Raymond James adds $317M wealth advisory team
The three financial advisors and four associates join the firm from Avantax.
Men dominate most lucrative college degrees, Bankrate study reveals
Despite efforts to improve gender equality, women are less likely to hold highest earning degrees.
Dollar remains strong but euro gains amid rate hike signal
Oil prices are also elevated as producers extend output cuts.
Why Morgan Stanley has resumed bearish view on EMs
Wall Street stalwart points to China growth risks.
Climate goals need $18T investment, but red tape is in the way
BCG says the speed of greener energy must speed up.
Who are the powerbrokers controlling $3T of global wealth?
Middle East based investment funds are key players in global dealmaking.
Ex-DRW trader allegedly stole quant strategy code
Lawsuit accuses the trader and analyst of copying proprietary software code.
Tax and financial planning questions raised by Diddy’s song rights transfer
Creative control, income and capital gains are among the considerations for songwriters and recording artists.