RIA News

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Citigroup M&A target stocks surge
RIA NEWS MAY 19, 2025
Citigroup M&A target stocks surge

Wall Street anticipates surge in dealmaking.

By Bloomberg
Wall Street banks are seeing strong EM returns again
RIA NEWS MAY 19, 2025
Wall Street banks are seeing strong EM returns again

Big hitters believe the tide is turning at last.

By Bloomberg
Nvidia says its new products will keep it leading AI race
RIA NEWS MAY 19, 2025
Nvidia says its new products will keep it leading AI race

Chipmaker's CEO hails faster, better-performing technologies.

By Bloomberg
New challenges ahead as Moody’s downgrades US credit rating after 108 years
RIA NEWS MAY 19, 2025
New challenges ahead as Moody’s downgrades US credit rating after 108 years

Rising levels of government debt have concerned ratings firm.

By Steve Randall
Carry trades are back as tariff tensions ease, says Barclays
RIA NEWS MAY 19, 2025
Carry trades are back as tariff tensions ease, says Barclays

Near-term rebound could be ahead according to strategists.

By Bloomberg
Despite economic pressures, Americans aren't giving up their summer vacation plans
RIA NEWS MAY 16, 2025
Despite economic pressures, Americans aren't giving up their summer vacation plans

Survey finds vacation confidence at an all-time high, defying budgetary constraints and ongoing inflation in travel costs.

By Leo Almazora
Fintech bytes: Zocks inks new tie-up, Fireflies enters the scene
FINTECH MAY 16, 2025
Fintech bytes: Zocks inks new tie-up, Fireflies enters the scene

The newest advisor-focused AI notetaker arrives with a low-price pitch for enterprises – but is it too little, too late to gain market share?

By Leo Almazora
Crypto, collectibles, and lending should count in outside business oversight, NASAA tells Finra
REGULATION AND LEGISLATION MAY 16, 2025
Crypto, collectibles, and lending should count in outside business oversight, NASAA tells Finra

State regulators coalition urge additions to proposed rule change, including activities at unaffiliated investment advisers and stricter recordkeeping.

By Leo Almazora
Seeking success from succession with Josh Gerry
RIA NEWS MAY 16, 2025
Seeking success from succession with Josh Gerry

VestGen's CEO explains why his new venture will flourish in a crowded, crazy market.

By Gregg Greenberg
Trump tax bill fails in House panel as divided GOP fails to make a deal
RIA NEWS MAY 16, 2025
Trump tax bill fails in House panel as divided GOP fails to make a deal

In rare setback, the proposed legislation was rejected in a split vote over holdouts' demands on Medicaid, clean energy tax credits, and polarizing SALT deductions.

By Bloomberg
Avantax, Cary Street Partners reveal latest acquisitions
INDEPENDENT BROKER DEALERS MAY 16, 2025
Avantax, Cary Street Partners reveal latest acquisitions

The tax-focused community within Cetera deepens an existing partnership as CSP grows to $10.7 billion in AUM with a new Florida location.

By Leo Almazora
Suspended broker went all in with alternative investment GWG bonds: FINRA
ALTERNATIVES MAY 16, 2025
Suspended broker went all in with alternative investment GWG bonds: FINRA

"It should be literally impossible for a broker to put 96% of a client's money in any investment," said one attorney.

By Bruce Kelly
Wall Street dollar sentiment stays dour amid lingering trade unease
ALTERNATIVES MAY 16, 2025
Wall Street dollar sentiment stays dour amid lingering trade unease

The greenback's wild slide has continued as erratic US policymaking spurs a "love-hate" relationship with international investors.

By Bloomberg
Advisor moves: RBC, Wells Fargo welcome UBS alums
INDEPENDENT BROKER DEALERS MAY 16, 2025
Advisor moves: RBC, Wells Fargo welcome UBS alums

Meanwhile, Raymond James bolsters its employee advisor channel with a former Janney pair in Pennsylvania.

By Leo Almazora
US futures rise, S&P 500 on track for strong week
RIA NEWS MAY 16, 2025
US futures rise, S&P 500 on track for strong week

Easing trade tensions continue to boost market.

By Bloomberg
Fed's Bostic sees one cut, no recession in 2025
RIA NEWS MAY 16, 2025
Fed's Bostic sees one cut, no recession in 2025

Uncertainty looks set to be here for some time, Atlanta Fed president warns.

By Bloomberg
Trump set to keep 30% China tariffs until late 2025
RIA NEWS MAY 16, 2025
Trump set to keep 30% China tariffs until late 2025

Analysts, investors believe trade barriers will return after pause.

By Bloomberg
Why sugar could prove a sweet investment in 2025
RIA NEWS MAY 16, 2025
Why sugar could prove a sweet investment in 2025

Global supply glut outlook slashed by major producer.

By Bloomberg
Edelman: What advisors should know about purposeful retirement
RETIREMENT PLANNING MAY 16, 2025
Edelman: What advisors should know about purposeful retirement

InvestmentNews speaks with $293B firm’s Isabel Barrow

By Steve Randall
Investors remain bearish about the US stock market, Schwab reveals
EQUITIES MAY 16, 2025
Investors remain bearish about the US stock market, Schwab reveals

Sentiment remains under pressure as trade, recession concerns endure.

By Steve Randall