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Should investors be concerned about dip in US median home price?
INDUSTRY NEWS SEP 17, 2024
Should investors be concerned about dip in US median home price?

Report shows a rise in listings nationwide too last month.

By Steve Randall
Bonds, equities rally ahead of Fed meeting
INDUSTRY NEWS SEP 17, 2024
Bonds, equities rally ahead of Fed meeting

Markets are desperate to discover the size of the cut.

BofA sees first rise in investor sentiment since June
INDUSTRY NEWS SEP 17, 2024
BofA sees first rise in investor sentiment since June

Soft landing expectation is fueling optimism among fund managers.

Are Wall Street banks underestimating a key risk metric?
INDUSTRY NEWS SEP 17, 2024
Are Wall Street banks underestimating a key risk metric?

Report warns that firms are at risk from physical disruptions.

Citigroup undeterred by fossil fuel protests
INDUSTRY NEWS SEP 17, 2024
Citigroup undeterred by fossil fuel protests

Firm's dealmaking continued as protestors staked out its offices.

How small but mighty RIAs can take the fight to larger firms
RIAS SEP 16, 2024
How small but mighty RIAs can take the fight to larger firms

Advisor panel packs a punch as thousands of wealth management professionals hit the beach at Future Proof Festival in Southern California.

By James Burton
Enhancing the client experience drives operational growth
RIAS SEP 16, 2024
Enhancing the client experience drives operational growth

Creating greater and more efficient touch points with clients is key for advisors, says Snowden Lane EVP.

By Josh Welsh
Nearly half of "sandwich generation" women are bending under financial pressure
INDUSTRY NEWS SEP 16, 2024
Nearly half of "sandwich generation" women are bending under financial pressure

Edward Jones research reveals caregiving duties and being the family CFO has left two-thirds financially off-balance.

By Leo Almazora
Murder trial of star executive Michelle Avan delayed
INDUSTRY NEWS SEP 16, 2024
Murder trial of star executive Michelle Avan delayed

Charged with murder, Anthony Turner's trial was scheduled to begin Monday.

By Bruce Kelly
Fidelity to limit 401(k) access by third parties
RIAS SEP 16, 2024
Fidelity to limit 401(k) access by third parties

The company will shut off access to accounts by third parties that use client credentials to log in, the firm said.

By Emile Hallez
$2.2B Snowden Lane team takes off with Sanctuary
RIAS SEP 16, 2024
$2.2B Snowden Lane team takes off with Sanctuary

The advisor trio with more than six decades of combined experience has launched their own firm in Connecticut.

By Leo Almazora
JPMorgan snags $600M Washington, DC advisor from Bernstein
WIREHOUSES SEP 16, 2024
JPMorgan snags $600M Washington, DC advisor from Bernstein

The firm's latest wealth management hire in the Pacific Northwest comes with 10 years of experience

By Leo Almazora
Lifting the lid on family focused firm’s core values
PRACTICE MANAGEMENT SEP 16, 2024
Lifting the lid on family focused firm’s core values

TFO Wealth Partners president talks successful wealth transfers and educating the next generation.

By Chris Davis
What's up with Warren Buffett and Berkshire Hathaway? Advisors weigh in
EQUITIES SEP 16, 2024
What's up with Warren Buffett and Berkshire Hathaway? Advisors weigh in

Wealth managers offer their opinions about the action swirling around the trillion dollar financial giant.

By Gregg Greenberg
UBS makes headway in Maryland with $650M team
WIREHOUSES SEP 16, 2024
UBS makes headway in Maryland with $650M team

The five-person group is led by three financial advisors from Morgan Stanley with more than half a century of collective experience.

By Leo Almazora
LPL entices $300M next-gen duo to employee advisor channel
BROKER DEALERS SEP 16, 2024
LPL entices $300M next-gen duo to employee advisor channel

The pair formerly with Truist Financial, including one best-in-state awardee, are expanding LPL's footprint in Florida as they seek more flexibility and control for their practice.

By Leo Almazora
$1.8B Morgan Stanley team goes indie with Wells Fargo
WIREHOUSES SEP 16, 2024
$1.8B Morgan Stanley team goes indie with Wells Fargo

The Wall Street bank's latest additions to its independent advisor channel, FiNet, in Illinois bring more than 40 years of collective experience.

By Leo Almazora
BNY eyes growth for alts with new platform for advisors, wealthy clients
INDUSTRY NEWS SEP 16, 2024
BNY eyes growth for alts with new platform for advisors, wealthy clients

New solution will provide access to more than 20 asset managers' private assets.

By Steve Randall
Independent advisors gain new access to Broadridge securities-based lending tools
INDUSTRY NEWS SEP 16, 2024
Independent advisors gain new access to Broadridge securities-based lending tools

Newly announced integration expands solutions available to advisors.

By Steve Randall
Even digital assets face physical theft risk as $3.5M crime spree highlights
INDUSTRY NEWS SEP 16, 2024
Even digital assets face physical theft risk as $3.5M crime spree highlights

Violent home invasions and even kidnap were used by criminals.

By Steve Randall