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Ultra-rich hate ‘trust fund monsters’ more than taxes, study shows
Clients with $25 million-plus require the most hand-holding from financial advisors.
21Shares and Ark file for first US spot ether ETF
The filing comes as the race to win approval for the first US spot bitcoin fund intensifies.
Where is the investment industry headed and how can professionals prepare?
CFA Institute muses industry future as it launches new research center.
Team with $145M practice switches to Cetera Advisor Networks
North Carolina advisor team was previously affiliated with Securities America.
Madison Investments launches another fund to round out ETF suite
The firm has now launched four ETFs in the past month.
Stocks decline, bond rates rise amid Fed rates expectation
Markets are betting that interest rates will be higher for longer.
Hedge funds say greenback rally may not be over
Now is not the time to short the dollar.
Investors are allocating most to gold since 2012
JPMorgan analysts say investment in the precious metal has risen in the past year.
Canadian banks facing tougher capital requirements
Some of the country's largest lenders may need to sell equity.
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.