20190107
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Featured News
Investors are impatient, they want big earnings
Lacklustre results from corporates wont cut it after stock rally.
‘I want to be a catalyst for change’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Stanley Funches, INTELUS Wealth Management.
High school financial literacy education now mandatory in Oklahoma
State Governor Stitt signs legislation adding financial literacy education as a requirement for high school graduation.
Carson expands East Coast presence with three new locations
The national RIA has fully acquired three new branches in Maryland, Georgia, and Tennesee, all led by a 25-year industry veteran.
Do private debt fund returns offset their risks?
A new study asks how well the fast-growing alternative investment vehicles perform based on equity and debt benchmarks.
Tragedy at BofA as 25-year-old trader dies at industry event
The sudden fatality is the second young employee death at the banking giant in recent weeks, raising questions around culture of long, demanding hours.
Finra dings small Calif. B-D over Reg BI, missing red flags
'Our department’s Reg BI-related disciplinary actions have been increasing,' noted a senior Finra executive.
Does the Dow hitting 40k matter?
To some financial advisors, Dow 40k holds genuine significance, despite it being more of a psychological marker for investors than a true financial one.
American College strikes AI advisor matchmaking partnership
The nonprofit educational institution is helping advisors find prospective clients through an exclusive tech collaboration.
BlackRock’s fixed-income CIO says rate cuts, not hikes, key to taming inflation
Federal Reserve’s hawkish policy on interest rates could be fueling the fire as well-heeled investors reap the benefits.
How wide is the generation gap at family businesses?
New report shows current and next-generation leaders split on succession planning, risks, and ownership retention.
