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Ackermann promoted at Integrated Partners, Robertson Stephens strengthens board
INDUSTRY NEWS FEB 14, 2025
Ackermann promoted at Integrated Partners, Robertson Stephens strengthens board

Some of this week's hires across the wealth and investment industry

By Steve Randall
Emergency savings dynamic shifts to positive for first time in three years
INDUSTRY NEWS FEB 14, 2025
Emergency savings dynamic shifts to positive for first time in three years

More Americans have added to their savings than depleted them.

By Steve Randall
Muted week for stocks, bonds amid data, trade, conflicts
INDUSTRY NEWS FEB 14, 2025
Muted week for stocks, bonds amid data, trade, conflicts

Some big headlines have made many investors cautious this week.

By Bloomberg
Dollar bets disrupted by Trump trade speculation
INDUSTRY NEWS FEB 14, 2025
Dollar bets disrupted by Trump trade speculation

Traders see tariffs mostly as a bargaining tool.

By Bloomberg
Treasuries set for challenges as tariffs reality nears
INDUSTRY NEWS FEB 14, 2025
Treasuries set for challenges as tariffs reality nears

Yields could rise to 4.80% for the 10-year benchmark, survey suggests.

By Bloomberg
Why $300M sustainable investor no longer refers to climate change
INDUSTRY NEWS FEB 14, 2025
Why $300M sustainable investor no longer refers to climate change

Pushback against green investments has shifted the narrative.

By Bloomberg
Morningstar forges fintech partnership with SS&C
FINTECH FEB 13, 2025
Morningstar forges fintech partnership with SS&C

The alliance will give Black Diamond users the first chance to use a newly launched advisory suite as Morningstar shutters a legacy advisor platform.

By Leo Almazora
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says
ETFS FEB 13, 2025
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says

A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape the landscape.

By Leo Almazora
Amid festering trade tensions, Grantham's GMO launches China-dodging ETF
EQUITIES FEB 13, 2025
Amid festering trade tensions, Grantham's GMO launches China-dodging ETF

Notwithstanding a recent tech-driven rebound in Chinese markets, five- and 10-year lookbacks suggest dropping the emerging-market giant is still the winning strategy.

By Bloomberg
Finra sanctions smoothie-throwing broker over alleged cash reporting failures
BROKER DEALERS FEB 13, 2025
Finra sanctions smoothie-throwing broker over alleged cash reporting failures

But the Finra panel's decision against James Iannazzo was not unanimous.

By Bruce Kelly
Student debt has a chilling effect on employees' retirement planning
RETIREMENT PLANNING FEB 13, 2025
Student debt has a chilling effect on employees' retirement planning

A new study highlights how debt-saddled public and private workers are forced to focus on shorter-term investments and immediate financial concerns.

By Leo Almazora
Decade of RIA M&A explosion shows no slowdown: Fidelity
RIAS FEB 13, 2025
Decade of RIA M&A explosion shows no slowdown: Fidelity

There's been an emergence of buyers, backed with PE dollars, making repeated acquisitions.

By Bruce Kelly
Spotlighting the Fastest-Growing Fee-Only RIAs in the USA
INDUSTRY NEWS FEB 13, 2025
Spotlighting the Fastest-Growing Fee-Only RIAs in the USA

Discover which fee-only RIAs had standout performances in 2024

Advisor AI startup Zeplyn adds ex-LPL leader Kabir Sethi to board
FINTECH FEB 13, 2025
Advisor AI startup Zeplyn adds ex-LPL leader Kabir Sethi to board

The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google engineer-founded fintech.

By Leo Almazora
Proactivity is key to client satisfaction, and it's lagging
RIAS FEB 13, 2025
Proactivity is key to client satisfaction, and it's lagging

Getting ahead of events is critical, say advisors, and the difference between keeping or losing clients.

By Gregg Greenberg
US wholesale inflation surprises on food, energy prices
INDUSTRY NEWS FEB 13, 2025
US wholesale inflation surprises on food, energy prices

The latest PPI print, clocking in north of 3 percent, adds to concerns that inflation is far from tamed.

By Bloomberg
Robinhood going after advisory business 'aggressively', says CEO
RIAS FEB 13, 2025
Robinhood going after advisory business 'aggressively', says CEO

DIY investment giant's earnings surge as TradePMR acquisition plan rolls along, putting it on strong footing for future expansion.

By Leo Almazora
Advisors expect revenue boost this year as Secure 2.0 provisions kick in
INDUSTRY NEWS FEB 13, 2025
Advisors expect revenue boost this year as Secure 2.0 provisions kick in

Most retirement plan specialists anticipate gain of up to 10%.

By Steve Randall
Debt has become a way of life for working Americans, report warns
INDUSTRY NEWS FEB 13, 2025
Debt has become a way of life for working Americans, report warns

And they would have to work extra hard to pay it off.

By Steve Randall
Stock fragility near record levels, stirring memories of dot-com bubble
INDUSTRY NEWS FEB 13, 2025
Stock fragility near record levels, stirring memories of dot-com bubble

BofA strategists highlight rising volatility's risk to largest US stocks.

By Bloomberg