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Global oil demand growth is slowest since pandemic, says IEA
INDUSTRY NEWS SEP 12, 2024
Global oil demand growth is slowest since pandemic, says IEA

China, EVs among the factors weakening demand.

JPMorgan, BofA want to ease junior bankers' workloads
INDUSTRY NEWS SEP 12, 2024
JPMorgan, BofA want to ease junior bankers' workloads

Wall Street firms are addressing complaints about excessive hours.

Best Social Security strategies for married couples
SEP 12, 2024
Best Social Security strategies for married couples

Married couples can use different Social Security strategies to boost their retirement benefits. Find out what these tactics are in this guide

By Mark Rosanes
'Nearly every retiree should defer Social Security'
RETIREMENT PLANNING SEP 12, 2024
'Nearly every retiree should defer Social Security'

Advisor stresses importance of income you can't outlive.

By Chris Davis
The benefits of phantom stock for employees
OPINION SEP 11, 2024
The benefits of phantom stock for employees

Sharing equity with all employees is a great concept but can be a compliance burden.

By Scott Hanson
What fees and services are state RIAs offering?
RIAS SEP 11, 2024
What fees and services are state RIAs offering?

Annual NASAA report maps out how investment advisors are mixing up their fees, planning, and wealth management services for clients.

By Leo Almazora
LPL lands $650M private wealth team from Ameriprise
BROKER DEALERS SEP 11, 2024
LPL lands $650M private wealth team from Ameriprise

The five-advisor group based in Santa Rosa, California operates a full-service ensemble practice with tax, retirement, estate planning, and other high-net-worth services.

By Leo Almazora
When should RIAs end a client relationship?
PRACTICE MANAGEMENT SEP 11, 2024
When should RIAs end a client relationship?

Fewer clients can help the advisor perform at "a higher level," says one new RIA.

By Josh Welsh
Wealth lead-generation fintech Cashmere AI gets $3.6M seed funding
FINTECH SEP 11, 2024
Wealth lead-generation fintech Cashmere AI gets $3.6M seed funding

The startup uses machine learning to match advisors with clients who are at life stages where they could benefit from working with a financial professional.

By Emile Hallez
'Crypto could become a standard sleeve in diversified portfolios'
ALTERNATIVES SEP 11, 2024
'Crypto could become a standard sleeve in diversified portfolios'

A new report reveals that digital assets are increasingly being recommended by wealth managers.

By Gregg Greenberg
Wealth management veteran wants to help advisors share best practice
INDUSTRY NEWS SEP 11, 2024
Wealth management veteran wants to help advisors share best practice

New peer-to-peer community launched by former LPL, Thrivent leader.

By Steve Randall
US slips down global retirement index as more individuals feel the strain
INDUSTRY NEWS SEP 11, 2024
US slips down global retirement index as more individuals feel the strain

New analysis looks at multiple factors driving retirement security in 44 countries.

By Steve Randall
Northern Trust announces leadership changes to align for growth
INDUSTRY NEWS SEP 11, 2024
Northern Trust announces leadership changes to align for growth

Changes will take place from October 1, 2024.

By Steve Randall
US two-Year yield lowest since 2022 as CPI data is awaited
INDUSTRY NEWS SEP 11, 2024
US two-Year yield lowest since 2022 as CPI data is awaited

With a week until the Fed's rates decision, inflation stats are key.

Bitcoin slips as market decides its was a Harris win
INDUSTRY NEWS SEP 11, 2024
Bitcoin slips as market decides its was a Harris win

A Trump administration is considered more favorable to cryptos.

Goldman says its ESG stock-picking model wins most of the time
INDUSTRY NEWS SEP 11, 2024
Goldman says its ESG stock-picking model wins most of the time

Circular economy is an important part of the equation.

Social Security earnings test: a guide for retirees
SEP 11, 2024
Social Security earnings test: a guide for retirees

The Social Security earnings test applies if you earn a certain income and file for retirement benefits before the full retirement age (FRA). Find out how this test works in this guide

By Mark Rosanes
Maximizing Social Security benefits for a nonworking spouse
SEP 10, 2024
Maximizing Social Security benefits for a nonworking spouse

Social Security benefits for a nonworking spouse are available based on their partner’s earnings record. How much can they get? Read on to find out

By Mark Rosanes
Ron Carson: From salesman to shaman
OPINION SEP 10, 2024
Ron Carson: From salesman to shaman

“Obviously, this is beyond unusual,” says one veteran financial advisor.

By Bruce Kelly
JPMorgan leads banks stocks lower as Pinto tempers earnings expectations
EQUITIES SEP 10, 2024
JPMorgan leads banks stocks lower as Pinto tempers earnings expectations

The remarks at an industry conference Tuesday sent the Wall Street bank on its biggest intraday tumble in more than four years.

By Bloomberg