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Miami firm gains as big banks drop Latin America clients
Insigneo has tripled its staff and increased its AUM to more than $20 billion from less than $3 billion just six years ago.
Lack of estate planning leads to family feuds, study shows
Without proper estate planning, 58% of respondents have experienced family disputes and having assets fall under court control.
Wall Street to pay hundreds of millions more for WhatsApp use
Wells Fargo units agreed to pay $125 million to the SEC and $75 million to the CFTC.
LPL adds direct indexing to its model portfolios program
The enhancement was announced at the firm's Focus 2023 event over the weekend.
Higher income households more likely to have long-term credit card debt
Those with earnings at least $100K are more than twice as likely to have held credit card debt for 5 years or more.
Investors cautious after US banks ratings downgrade
Moody's has cut ratings on several smal-l and mid- tier banks, meanwhile China data is adding to concerns.
Citi strategists see higher equities after ‘orderly’ sell-off
Chris Montague says last week's pullback has reduced positioning risk.
Cathie Wood predicts SEC will approve multiple bitcoin ETFs at once
The ARK Investment Management CEO backed away from her previous view that her firm's spot-bitcoin ETF would be the first to be approved.
Top Hybrid RIAs 2023
Here's a list of the biggest hybrid registered investment advisors, based on the data firms report to the SEC on their Form ADV.
Democratic bill would require spousal consent for 401(k) distributions
Legislation would extend spousal protections used in pensions to defined-contribution plans.
Ex-Wells Fargo Advisors chief Kowach launching new firm
'Kowach has been laying the groundwork for this since last year,' says one industry source.
Planning for the possibility of cognitive decline
New research shows that mental deterioration hits some groups of retirees harder than others.
How the end of the student loan pause could affect retirement saving
Next year, more employers will start offering 401(k) matches for workers who don't contribute but are paying down loans.
Getting Medicare premiums refunded after death
Survivors can apply for a refund of the deceased person's unused premiums.
Are AUM fees heading toward extinction?
The asset-based model is the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.
Navigating AI’s regulatory challenges
Like other technologies in the past, AI is bound to reshape the operations of the financial advice industry.
Many Americans relying on insurance they haven’t bought to pay for old-age care
Survey reveals how people believe they will cope in their senior years, and the gaps that exist.
As back-to-school season approaches, families are getting stressed about finances
Edward Jones survey reveals lack of financial education at high school sets people up for financial problems.
US stock futures gain, Treasury yields rise
CPI data in focus this week and prices are set for moderate increase.
Most investors expect a US recession before end of 2024
A minority think that the economy will contract before 2023 is over.
