Industry News

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Industrial Real Estate and the Opportunity for Value Investors
RIAS INDUSTRY NEWS JUL 29, 2024
Industrial Real Estate and the Opportunity for Value Investors

In the latest AccessAres' Private Market Insights newsletter, AWMS’ FAST Team explores why now may be the most compelling (re)entry point into the industrial real estate sector for value investors since the Great Financial Crisis.

By IN Staff
What's the most popular private equity sub-strategy, according to advisors?
RIAS INDUSTRY NEWS JUL 29, 2024
What's the most popular private equity sub-strategy, according to advisors?

Latest data highlights clients' preference in the small-but-growing PE space.

By Steve Randall
Bank employees spend hours searching for compliance documents
RIAS INDUSTRY NEWS JUL 29, 2024
Bank employees spend hours searching for compliance documents

It adds up to millions of dollars in lost time for financial institutions.

By Steve Randall
Morgan Stanley says economy-tied stocks to weaken
RIAS INDUSTRY NEWS JUL 29, 2024
Morgan Stanley says economy-tied stocks to weaken

Corporate earnings outlook has dimmed.

By Bloomberg
Three major central banks set for rate decisions this week
RIAS INDUSTRY NEWS JUL 29, 2024
Three major central banks set for rate decisions this week

Fed not expected to cut, but traders hope for September signals.

By Bloomberg
What's the best Trump Trade right now?
RIAS INDUSTRY NEWS JUL 29, 2024
What's the best Trump Trade right now?

Spoiler alert: It's not the US dollar.

By Bloomberg
Another Wall Street titan to launch funds in UAE
RIAS INDUSTRY NEWS JUL 29, 2024
Another Wall Street titan to launch funds in UAE

New feeder funds will operate through local licensed promoters.

By Bloomberg
LPL dumping two branch offices with $20 billion in assets
ADVISOR NEWS INDEPENDENT BROKER DEALERS JUL 26, 2024
LPL dumping two branch offices with $20 billion in assets

All IBDs, not just LPL, have a love/hate relationship with OSJs, industry sources said.

By Bruce Kelly
"Leading with heart, winning with hustle"
RIAS INDUSTRY NEWS JUL 26, 2024
"Leading with heart, winning with hustle"

We aim to create concierge-level service to support financial plan, says advisor.

By Chris Davis
Magnificent 7 still motors the market, says LPL strategist
RIAS INDUSTRY NEWS JUL 26, 2024
Magnificent 7 still motors the market, says LPL strategist

Despite talk about a market rotation, the Magnificent 7 remains the market's primary mover according to LPL's Quincy Krosby.

By Gregg Greenberg
Merrill partners with sports education brand for financial awareness program
RIAS INDUSTRY NEWS JUL 26, 2024
Merrill partners with sports education brand for financial awareness program

Student athletes and their families will receive education, resources.

By Steve Randall
Stocks on hold as market awaits US inflation data
RIAS INDUSTRY NEWS JUL 26, 2024
Stocks on hold as market awaits US inflation data

Equities retreat broadened out from megacap tech sector.

By Bloomberg
Tech investors swap out megacaps for alternative AI exposure
RIAS INDUSTRY NEWS JUL 26, 2024
Tech investors swap out megacaps for alternative AI exposure

Smaller participants are gaining from investor pivot.

By Bloomberg
JPMorgan staff now have an AI research analyst
RIAS INDUSTRY NEWS JUL 26, 2024
JPMorgan staff now have an AI research analyst

The firm has rolled out a new chatbot.

By Bloomberg
Ameriprise, Raymond James report new highs in wealth management
ADVISOR NEWS INDEPENDENT BROKER DEALERS JUL 25, 2024
Ameriprise, Raymond James report new highs in wealth management

Meanwhile, senior execs at both firms are keeping an eye on increases of yields on cash at competitors.

By Bruce Kelly
Advisors consider BDCs as Fed rate cuts loom
RIAS INDUSTRY NEWS JUL 25, 2024
Advisors consider BDCs as Fed rate cuts loom

Publicly traded BDCs have risen in popularity due to their high yields, but are they right for a slowing economy?

By Gregg Greenberg
Final week to submit entries for Rising Stars 2024
RIAS INDUSTRY NEWS JUL 25, 2024
Final week to submit entries for Rising Stars 2024

Entries for InvestmentNews’ Rising Stars close this Friday.

By IN Staff
$1 billion practice joins LPL Financial
RIAS INDUSTRY NEWS JUL 25, 2024
$1 billion practice joins LPL Financial

The group includes 22 advisors and eight support staff.

By Jonalyn Cueto
US annuity sales reach record high in the first half of 2024
INVESTING LIFE INSURANCE AND ANNUITIES JUL 25, 2024
US annuity sales reach record high in the first half of 2024

Annuities have benefited from favorable economic conditions and the Federal Reserve not cutting interest rates this year, says Limra head of research.

By Jonalyn Cueto
Stifel's Q2 2024 earnings beat forecasts
RIAS INDUSTRY NEWS JUL 25, 2024
Stifel's Q2 2024 earnings beat forecasts

Company reports substantial increase in revenue compared to last year.

By Jonalyn Cueto