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‘Make sure clients know what they own and why’
Industry executives discuss being highly selective in private credit and the rise of hybrid ETFs.
Tech-heavy advisor practices have a performance edge: Cerulli
Survey research finds heavy users tend to grow faster as advisors report greater operational efficiency and productivity in serving clients.
Fed will cut once before presidential election, says Howard Lutnick
Cantor Fitzgerald’s chief executive predicts the central bank will “show off a little bit” just before voters head to the polls.
Trust & Will forges strategic partnership with LPL
The digital estate planning platform is set to triple its reach as it rolls out across LPL’s network of more than 22,000 advisors.
Raymond James’ incoming CEO shrugs off DOL rule
"It doesn't look too problematic at all," Paul Shoukry said.
Wealth Enhancement Group lands $502M powerhouse team
The national wealth firm is snapping up a hybrid RIA from Raymond James, establishing its fourth foothold in Maryland.
US annuities set rapid pace in first quarter
Preliminary Limra results show total sales of $113.5B for individual annuities, rivaling the peak seen in the fourth quarter of 2023.
Tech stocks tumble after Meta misses on earnings
The Nasdaq 100 shed $400B, the Facebook parent slumped by as much as 16%, and AI believers are left on tenterhooks.
Cetera names new head of corporate development
With a successful record at Avantax, Wall Street veteran Michael Molnar is set to lead the RIA's M&A and advisor succession planning strategy.
Intuition at the heart of understanding what makes clients tick
How positive prosperity reaped rewards for speaker at InvestmentNews’ upcoming Women Advisor Summit.
