Displaying 28179 results
Will Elon Musk’s X take over financial services? Don’t hold your breath
Advisors raise a collective, skeptical eyebrow as billionaire goes where many other Silicon Valley companies have already tried and failed.
Will adding annuities to 401(k) plans alleviate the retirement crisis?
Client feelings of certainty and happiness are main benefits of adding annuity option to retirement plans, says advisor.
SEC bars another advisor involved in church scam
Scams involving members of a group such as a church, known as affinity frauds, pose perils for investors, one attorney notes.
A road map for selling concentrated stock positions
If a client's position in a single stock has become untenable, here are five strategies for reducing concentration risk.
Missing Goldman Sachs analyst found dead
John Castic, last seen after attending a concert Saturday night, was found in a creek in Brooklyn.
Student loan debt assistance programs become higher priority for employers
Employers' interest in various types of assistance has increased this year, partly as a result of the passage of SECURE 2.0 late last year.
Hightower partner Fairport Wealth’s AUM reaches $4.5B on acquiring RIA firm
It's the fifth sub-acquisition since Fairport joined Hightower in 2017.
Mercer Advisors acquires $720M high-net-worth focused RIA firm
National registered investment advisor firm expands its Californian presence with latest acquisition.
Which are the best and worst states to retire to?
States ranked by affordability, weather, crime, and quality and cost of health care.
Stocks slump following Fitch’s US downgrade
The rating agency's decision sparked a pullback from riskier assets.
BlackRock, MSCI probed by lawmakers over China investments
Congressional committee is investigating whether the asset managers facilitated investments into blacklisted firms.
Bitcoin rally could endure if US manages a soft landing
But further tightening by the Fed could put a swift end to the crypto rally.
Another summer rebrand: CI Private Wealth is now Corient
'It's a weird little portmanteau,' one marketing executive said.
Goldman Sachs analyst is missing after Brooklyn concert
John Castic disappeared around 3:00 a.m. Saturday.
Raymond James signs up Merrill advisor managing about $360 million in assets
Forbes-recognized advisor in Ponte Vedra, Florida, leaves bank for independent.
Goldman wealth exec exits abruptly
Lisa Opoku, a Goldman partner, had been running the firm's family office for its top brass since last year.
Why are advisors overlooking Peak 65 women’s retirement needs?
'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.
401(k) balances highlight major wealth gap, GAO says
State auto-IRAs and provisions of the Secure 2.0 Act could help, but there are numerous factors underlying wealth inequality.
LPL Financial welcomes $650M Morgan Stanley advisor team for new business
The trio of advisors have launched their new firm, Pinnacle Private Wealth Advisors, in Bellevue, Washington.
Stocks down on mixed earnings, dollar up slightly
Apple and Amazon earnings are due this week.
