RIA News

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Rothschild Wealth Partners, NBC Securities expand C-suite
RIA NEWS MAY 14, 2025
Rothschild Wealth Partners, NBC Securities expand C-suite

The firms expect their newest C-level hires, one coming from Morningstar and the other with experience from Morgan Stanley and Stifel, to help drive their respective growth efforts.

By Leo Almazora
Stocks fluctuate as 2025 losses erased; tech stocks rebound
RIA NEWS MAY 14, 2025
Stocks fluctuate as 2025 losses erased; tech stocks rebound

Investors weigh the impact of US-China trade truce.

By Bloomberg
Wall Street sees stronger growth for China
RIA NEWS MAY 14, 2025
Wall Street sees stronger growth for China

Firms have updated forecasts as trade tensions ease.

By Bloomberg
Robinhood rival EToro raises almost $620M in US IPO
RIA NEWS MAY 14, 2025
Robinhood rival EToro raises almost $620M in US IPO

Share issue beat expectations for online trading platform.

By Bloomberg
Trump favors $40-$50 oil, Goldman analysis reveals
RIA NEWS MAY 14, 2025
Trump favors $40-$50 oil, Goldman analysis reveals

Analysts identifies president's preferred range for WTI.

By Bloomberg
AlTI Global posts Q1 growth; maintains ESG-investing approach
RIA NEWS MAY 14, 2025
AlTI Global posts Q1 growth; maintains ESG-investing approach

Despite a cooling U.S. appetite for ESG funds, AlTi Tiedemann Global reported a 14% revenue surge and a 38% jump in adjusted EBITDA for Q1, while doubling down on its social impact mission for investing.

By Andrew Cohen
Advisor Moves: Raymond James, NewEdge Wealth announce new additions
RIA NEWS MAY 13, 2025
Advisor Moves: Raymond James, NewEdge Wealth announce new additions

Advisor transitions involve more than $600 million AUM

By Steve Randall
CPI landed on the low side, but there could be worse news to come
RIA NEWS MAY 13, 2025
CPI landed on the low side, but there could be worse news to come

Industry experts warn investors against complacency.

By Steve Randall
Hightower takes strategic stake in $3.8B Lindbrook Capital
RIA NEWS MAY 13, 2025
Hightower takes strategic stake in $3.8B Lindbrook Capital

The Chicago-headquartered firm headed by Bob Oros lands its first deal of 2025, strengthening its presence on the East and West Coasts.

By Leo Almazora
Trump renews calls for rate cut following soft inflation report
RIA NEWS MAY 13, 2025
Trump renews calls for rate cut following soft inflation report

The president insists latest data is a cue for Fed Chair Jerome Powell to follow in Europe and China's footsteps.

By Bloomberg
Over half of Americans still blind to 529 plan benefits, survey finds
RIA NEWS MAY 13, 2025
Over half of Americans still blind to 529 plan benefits, survey finds

Edward Jones research reveals most not aware of uses for college savings, qualified school expenses, and skills development outside the formal education system.

By Leo Almazora
Advisor moves: Osaic affiliate adds $210M planner from Valic as Wells Fargo bolsters employee channel
RIA NEWS MAY 13, 2025
Advisor moves: Osaic affiliate adds $210M planner from Valic as Wells Fargo bolsters employee channel

Wells Fargo's latest arrivals, including a seasoned veteran from UBS and Morgan Stanley, strengthen its presence in Ohio and New Jersey.

By Leo Almazora
Stock rally rolls on as easing consumer prices lift optimism
EQUITIES MAY 13, 2025
Stock rally rolls on as easing consumer prices lift optimism

A smaller-than-expected inflation print for April was welcome news for investors bracing for tariff impacts.

By Bloomberg
Citi offloads private markets funds unit in iCapital deal
ALTERNATIVES MAY 13, 2025
Citi offloads private markets funds unit in iCapital deal

The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its operations.

By Leo Almazora
Advisors chime in on the evolution in charitable giving
PRACTICE MANAGEMENT MAY 13, 2025
Advisors chime in on the evolution in charitable giving

The best methods for giving to charity change over time with fluctuations in the market, the economy, and tax rules.

By Gregg Greenberg
Osaic in pay fight
INDEPENDENT BROKER DEALERS MAY 13, 2025
Osaic in pay fight

The giant broker-dealer network and Jim Nagengast, the former CEO of one of its biggest firms, are duking it out in public over compensation.

By Bruce Kelly
Fintech bytes: Arete Wealth forges tech tie-up with Orion
FINTECH MAY 13, 2025
Fintech bytes: Arete Wealth forges tech tie-up with Orion

Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI platform addressing three financial industry pain points.

By Leo Almazora
What do investors know about risk amid market volatility?
RIA NEWS MAY 13, 2025
What do investors know about risk amid market volatility?

And how are allocations being adjusted by advisors for maximum effect?

By Steve Randall
US stock rally pauses as investors weigh data, trade
RIA NEWS MAY 13, 2025
US stock rally pauses as investors weigh data, trade

Inflation stats are a key metric in focus Tuesday.

By Bloomberg
GOP drafts multi-trillion dollar tax legislation
RIA NEWS MAY 13, 2025
GOP drafts multi-trillion dollar tax legislation

SALT limit addressed in proposed legislation.

By Bloomberg