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No need for a series of large interest rate cuts, says fixed income expert
FIXED INCOME SEP 19, 2024
No need for a series of large interest rate cuts, says fixed income expert

"Recession is not a base case scenario over the quarters ahead."

By Josh Welsh
BlackRock strategists taking defensive measures ahead of rising volatility
EQUITIES SEP 19, 2024
BlackRock strategists taking defensive measures ahead of rising volatility

A pair of BlackRock portfolio specialists explain why they are dialing down risk in their model portfolios.

By Gregg Greenberg
Younger planners more willing to adapt to client needs
PRACTICE MANAGEMENT SEP 19, 2024
Younger planners more willing to adapt to client needs

Industry has slowly evolved into less tangible aspects, says advisor after FPA report.

By Emile Hallez
Broker-dealer charged by SEC over Reg BI violations agrees $325K civil penalty
INDUSTRY NEWS SEP 19, 2024
Broker-dealer charged by SEC over Reg BI violations agrees $325K civil penalty

Charges relate to recommendations of a specific type of derivative security.

By Steve Randall
Citi Private Bank study reveals priorities for family offices
INDUSTRY NEWS SEP 19, 2024
Citi Private Bank study reveals priorities for family offices

Seven key themes have emerged from the new research.

By Steve Randall
Wall Street got the cut it expected but uncertainties still rule
INDUSTRY NEWS SEP 19, 2024
Wall Street got the cut it expected but uncertainties still rule

Stocks and bonds gained post-Fed but quickly eased.

Investors confident that stock rally will endure to year end
INDUSTRY NEWS SEP 19, 2024
Investors confident that stock rally will endure to year end

But it's unlikely the S&P 500 will rise above 6000, poll suggests.

Asian currencies index highest since July 2023 after Fed cut
INDUSTRY NEWS SEP 19, 2024
Asian currencies index highest since July 2023 after Fed cut

Further appreciation is anticipated by strategists.

Green bonds are failing to drive real change, report claims
INDUSTRY NEWS SEP 19, 2024
Green bonds are failing to drive real change, report claims

Global market is worth $4 trillion, but how much difference does it make?

How does early retirement affect Social Security benefits?
SEP 19, 2024
How does early retirement affect Social Security benefits?

Early retirement can impact your Social Security payouts in many ways. This guide explores the different scenarios that can affect your benefits

By Mark Rosanes
Welcome to the big leagues: The rise of private equity in professional sports
OPINION SEP 18, 2024
Welcome to the big leagues: The rise of private equity in professional sports

From sidelines to center court, a new playbook is here, and there are likely to be even more creative and complex deals to come.

Wealth Enhancement Group charging some new clients more for consulting
RIAS SEP 18, 2024
Wealth Enhancement Group charging some new clients more for consulting

Decision comes at a time when financial advice industry is facing pressure to offer clients more services at a better price.

By Bruce Kelly
Planning for success: Five considerations for selling your RIA
OPINION SEP 18, 2024
Planning for success: Five considerations for selling your RIA

Advisors looking to sell their registered investment advisor should expect a long journey of preparation – starting from the very day the business is formed.

How to address recruitment challenges in the financial services industry
PRACTICE MANAGEMENT SEP 18, 2024
How to address recruitment challenges in the financial services industry

Lindsey Lewis, of the American College Center for Women in Financial Services, highlights key factors for financial services companies to consider.

By Chris Davis
Uncovering RIA practice valuation: A look under the hood
INDUSTRY NEWS SEP 18, 2024
Uncovering RIA practice valuation: A look under the hood

Upcoming webinar will feature in-depth analysis on the factors that impact the value of an RIA firm.

By IN Staff
Celebrate your female power at the Women Advisor Summit New York 2024
INDUSTRY NEWS SEP 18, 2024
Celebrate your female power at the Women Advisor Summit New York 2024

This event is designed to help women advisors grow their practice, elevate their leadership skills, and navigate the changing industry landscape.

Fed reveals September rate decision
FIXED INCOME SEP 18, 2024
Fed reveals September rate decision

The central bank has finally pared back its policy rate from historic highs ... but what's its next move?

By Leo Almazora
Edward Jones extends Florida footprint with ex-Merrill advisor
BROKER DEALERS SEP 18, 2024
Edward Jones extends Florida footprint with ex-Merrill advisor

The experienced financial advisor is breaking away in Jacksonville after managing $210M at the wirehouse.

By Leo Almazora
FPA names Daniel Galli 2025 president-elect
INDUSTRY NEWS SEP 18, 2024
FPA names Daniel Galli 2025 president-elect

The Financial Planning Association has also named four new members to its board of directors for next year.

By Leo Almazora
Four-fifths of retirement plan advisors are talking about lifetime income
LIFE INSURANCE AND ANNUITIES SEP 18, 2024
Four-fifths of retirement plan advisors are talking about lifetime income

BlackRock research surveys retirement advisors' sentiment around active managements, retirement income solutions, and AI.

By Leo Almazora