Female-led $325M duo launch sports and entertainment focused firm with LPL
New independent wealth firm also specializes in helping women in transition.
Stocks gain as markets await raft of US and global data
US GDP, consumer confidence, labor, and more are due this week.
Economists now think China will miss growth expectations
Earlier predictions have been trimmed and the #2 economy could still face a hard landing.
ETF claims ESG credentials for energy-guzzling cryptos
Despite 'fully decarbonized' claim, environmentalist questions validity.
Ultimate status symbol? The ‘billionaire’s handshake’ watch
At an average $51K each, could these timepieces prove to be a good investment?
Why psychology-driven financial planner believes industry is ripe for change
InvestmentNews Women to Watch judge Sonya Lutter says it’s vital for other women to see female leadership
IRS catch-up guidance a relief to 401(k) sponsors, advisors
Plans now have until 2026 to add Roth accounts that will allow high earners to make catch-up contributions.
Helping clients overcome their lack of ‘longevity literacy’
Advisors say they're constantly forced to educate clients about the dangers of outlasting their money, no matter their age.
Goldman retreat from RIA market shows pitfalls of chasing varied clients
Bank's decision to refocus on super-rich shows how tough change can be for an institution like Goldman, say industry sources.
Goldman to sell RIA group to Creative Planning
The RIA unit, with about $29 billion in assets, was known as United Capital when Goldman acquired it in 2019.
