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SCOTUS hears Cornell case with potential consequences for retirement plan litigation
NEWS RETIREMENT PLANNING JAN 23, 2025
SCOTUS hears Cornell case with potential consequences for retirement plan litigation

"Whatever we decide, someone's going to be potentially unfairly treated," Justice Sonia Sotomayor said during oral arguments Wednesday.

BlackRock’s Fink calls elevated inflation world’s ‘biggest risk’
NEWS ALTERNATIVES JAN 22, 2025
BlackRock’s Fink calls elevated inflation world’s ‘biggest risk’

The BlackRock CEO also weighed in on AI's energy implications and crypto's role as an alternative "currency of fear."

Schwab latest to spiff up financial advisor platform for alts
NEWS INDUSTRY NEWS JAN 22, 2025
Schwab latest to spiff up financial advisor platform for alts

More than 37 percent of financial advisors who custody assets with Schwab use alternatives.

T. Rowe Price: Income solutions, emergency savings in retirement spotlight in 2025
NEWS RETIREMENT PLANNING JAN 22, 2025
T. Rowe Price: Income solutions, emergency savings in retirement spotlight in 2025

An aging workforce and stubborn inflation will have plan sponsors focusing on income and emergencies in the coming year.

How the California wildfires have sparked charitable conversations
NEWS PRACTICE MANAGEMENT JAN 22, 2025
How the California wildfires have sparked charitable conversations

With clients willing and eager to help, advisors are offering guidance on giving strategies and how to make the most meaningful impact.

Revealed: the fastest-growing fee-only RIAs of 2024
NEWS INDUSTRY NEWS JAN 22, 2025
Revealed: the fastest-growing fee-only RIAs of 2024

InvestmentNews turns the spotlight on 74 independent firms that are making their mark with remarkable growth.

Bogart Wealth eyes more growth with minority staking deal
NEWS INDUSTRY NEWS JAN 22, 2025
Bogart Wealth eyes more growth with minority staking deal

After quadrupling its assets, the independent firm overseeing $3 billion has struck a strategic PE partnership with Constellation Wealth Capital.

JPMorgan’s Dimon says stocks inflated as ‘animal spirits’ return
NEWS EQUITIES JAN 22, 2025
JPMorgan’s Dimon says stocks inflated as ‘animal spirits’ return

Amid Trump-fueled euphoria, the Wall Street giant's longtime CEO asserts growth remains "the only real solution" to reducing risks from deficits.

Kingswood, CG Financial announce leadership appointments
NEWS RIAS JAN 22, 2025
Kingswood, CG Financial announce leadership appointments

The wealth firms are looking forward to the next phases of their growth stories with C-suite updates.

Investors remain bullish with high expectations for the market this quarter
NEWS INDUSTRY NEWS JAN 22, 2025
Investors remain bullish with high expectations for the market this quarter

There are still concerns about inflation but new administration less concerning.

Shipley takes CIO role as $11B Coldstream expands senior leadership
NEWS RIAS JAN 22, 2025
Shipley takes CIO role as $11B Coldstream expands senior leadership

Employee-owned fund management firm grew through merger in 2024.

Treasuries gain as Trump threatens China, EU with tariffs
NEWS INDUSTRY NEWS JAN 22, 2025
Treasuries gain as Trump threatens China, EU with tariffs

Bond market rally continues as traders weigh policy consequences.

US futures suggests continued Wall Street rally
NEWS INDUSTRY NEWS JAN 22, 2025
US futures suggests continued Wall Street rally

Stocks gain amid Trump's AI spending plans.

Investors can chill as Netflix posts record quarter
NEWS INDUSTRY NEWS JAN 22, 2025
Investors can chill as Netflix posts record quarter

Squid Game and live sporting events fueled earnings.

BofA chief staying put unless board throw him out
NEWS WIREHOUSES JAN 22, 2025
BofA chief staying put unless board throw him out

Moynihan is one of Wall Street's longest-serving bank execs.

Trump's executive orders no golden ticket for energy stocks
NEWS EQUITIES JAN 21, 2025
Trump's executive orders no golden ticket for energy stocks

While promising to halt offshore wind projects, open up wild lands for drilling, and cull incentives for electric vehicles, Trump's first round of actions may not necessarily boost energy companies or hold back renewables, observers said.

LPL doubles down on advisor growth with digital platform boost
NEWS FINTECH JAN 21, 2025
LPL doubles down on advisor growth with digital platform boost

The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.

Private equity's plan B for failing exits: more debt
NEWS ALTERNATIVES JAN 21, 2025
Private equity's plan B for failing exits: more debt

PE firms that can't unload portfolio companies through an IPO or sale are turning to an increasingly popular alternative.

It’s a seller’s market for RIAs in 2025, report says
NEWS RIAS JAN 21, 2025
It’s a seller’s market for RIAs in 2025, report says

Private equity money is contributing to the good times for RIA owners.

Mark Uyeda-led SEC launches crypto task force
NEWS ALTERNATIVES JAN 21, 2025
Mark Uyeda-led SEC launches crypto task force

The group led by Commissioner Hester Peirce will take input from within and outside the agency to create a clear regulatory framework for crypto assets.