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The differences between revocable trust and irrevocable trust 
APR 26, 2024
The differences between revocable trust and irrevocable trust 

When it comes to choosing between a revocable or irrevocable trust, you need to know what either trust has to offer. Read this simple guide

By Ramon Berenguer
Stocks rise following hot March inflation
INDUSTRY NEWS APR 26, 2024
Stocks rise following hot March inflation

The S&P 500 is poised to extend gains on tech earnings while short-term Treasury yields fell following brisk rise in Fed’s preferred inflation gauge.

By Bloomberg
Credent Wealth Management attracts two new partner-advisors
INDUSTRY NEWS APR 26, 2024
Credent Wealth Management attracts two new partner-advisors

Indiana-based $2.5B RIA has added 12 firms since it was founded in 2018.

By Steve Randall
Women may gain from wealth transfer, but it won't solve the big issues
INDUSTRY NEWS APR 26, 2024
Women may gain from wealth transfer, but it won't solve the big issues

Penny Finance report highlights ongoing challenges in gender wealth gap.

By Steve Randall
Tech rally fuels equities rally, commodities gain
INDUSTRY NEWS APR 26, 2024
Tech rally fuels equities rally, commodities gain

But there are headwinds including US data, Japan intervention.

By Bloomberg
Treasuries rise ahead of US inflation data
INDUSTRY NEWS APR 26, 2024
Treasuries rise ahead of US inflation data

Early trade Friday paused a selloff in global bonds.

By Bloomberg
Bad day for Bitcoin, net $218M withdrawn from ETFs
INDUSTRY NEWS APR 26, 2024
Bad day for Bitcoin, net $218M withdrawn from ETFs

Hong Kong will become latest market to launch crypto ETFs.

By Bloomberg
UBS share buybacks may be at risk from regulators
INDUSTRY NEWS APR 26, 2024
UBS share buybacks may be at risk from regulators

The banking group may need an extra $20B buffer under new rules.

By Bloomberg
‘Make sure clients know what they own and why’
INDUSTRY NEWS APR 25, 2024
‘Make sure clients know what they own and why’

Industry executives discuss being highly selective in private credit and the rise of hybrid ETFs.

By Josh Welsh
Fed will cut once before presidential election, says Howard Lutnick
INDUSTRY NEWS APR 25, 2024
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.

By Bloomberg
Raymond James' CEO shrugs off DOL rule
BROKER DEALERS APR 25, 2024
Raymond James' CEO shrugs off DOL rule

"It doesn't look too problematic at all," Paul Reilly said.

By Bruce Kelly
Wealth Enhancement Group lands $502M powerhouse team
ADVISOR MOVES APR 25, 2024
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.

By Leo Almazora
Tech stocks tumble after Meta misses on earnings
INDUSTRY NEWS APR 25, 2024
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.

By Bloomberg
Cetera names new head of corporate development
RIAS APR 25, 2024
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.

By Leo Almazora
Distressed investors finding opportunities despite bull market, strong economy
INDUSTRY NEWS APR 25, 2024
Distressed investors finding opportunities despite bull market, strong economy

"Interest rates have skyrocketed in the last 24 months and because of that, you're seeing more and more distress,” said one fund manager.

By Gregg Greenberg
LPL welcomes $190M boomerang advisor
BROKER DEALERS APR 25, 2024
LPL welcomes $190M boomerang advisor

The broker-dealer broadened its advisory footprint in North Carolina as industry veteran returns from Benjamin F. Edwards & Co.

By Leo Almazora
US investment firms have seen 9% rise in financial impact of fraud
INDUSTRY NEWS APR 25, 2024
US investment firms have seen 9% rise in financial impact of fraud

LexisNexis report highlights increased risk as digital channels expand.

By Steve Randall
IRS wants to streamline tax disputes with new focus on alternative programs
INDUSTRY NEWS APR 25, 2024
IRS wants to streamline tax disputes with new focus on alternative programs

Alternative Dispute Resolution Program Management Office formed.

By Steve Randall
Tech stocks drag US futures as GDP stats awaited
INDUSTRY NEWS APR 25, 2024
Tech stocks drag US futures as GDP stats awaited

Meta dropped 15% in premarket trading Thursday.

By Bloomberg
ESG mandated US funds posted $9B outflows in Q1
INDUSTRY NEWS APR 25, 2024
ESG mandated US funds posted $9B outflows in Q1

First three months of 2024 was challenging for sustainable funds.

By Bloomberg