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Gold continues rally amid Fed rate cut expectations
INDUSTRY NEWS NOV 29, 2023
Gold continues rally amid Fed rate cut expectations

The precious metal is up around 13% since October.

By Bloomberg
Smart investing for beginners
NOV 29, 2023
Smart investing for beginners

Is your client looking to start investing? Here’s what every new investor should know.

By Ramon Berenguer
Should advisors go for the gold in 2024?
INDUSTRY NEWS NOV 28, 2023
Should advisors go for the gold in 2024?

Gold has been a bright spot in client portfolios so far in 2023, but will it continue to shine in the new year?

By Gregg Greenberg
Charles Munger dies aged 99
INDUSTRY NEWS NOV 28, 2023
Charles Munger dies aged 99

Warren Buffett pays tribute to the foil and sidekick who helped build Berkshire Hathaway empire.

By Bloomberg
Creative Planning acquires $535M Delaware RIA
RIAS NOV 28, 2023
Creative Planning acquires $535M Delaware RIA

Wilmington-based Daniels + Tansey provides integrated financial advisory, tax planning and investment management services to individuals, families and small businesses.

By InvestmentNews
Are retirees’ nonworking assets dragging them down?
RETIREMENT PLANNING NOV 28, 2023
Are retirees’ nonworking assets dragging them down?

It's important for retirees to consider downsizing their home or selling the unused vacation home to streamline their financial life and shed assets that cost money to maintain.

By InvestmentNews
Sometime broker charged in Vermont shootings
INDUSTRY NEWS NOV 28, 2023
Sometime broker charged in Vermont shootings

Eaton's on-and-off career most recently had him working at CUSO Financial Services.

By Bruce Kelly
$3B San Diego-based firm joins Commonwealth
ADVISOR MOVES NOV 28, 2023
$3B San Diego-based firm joins Commonwealth

Mammini Co. focuses on working with labor unions and corporate retirement plan sponsors.

By InvestmentNews
UBS chair warns about bubble in private credit
ALTERNATIVES NOV 28, 2023
UBS chair warns about bubble in private credit

Colm Kelleher joins other executives and regulators warning of growing risks in the booming market.

By Bloomberg
How planner built firm after moment of inspiration
RIAS NOV 28, 2023
How planner built firm after moment of inspiration

Cheryl Holland founded her fee-based advisory firm 25 years ago.

By InvestmentNews
Cetera completes Avantax acquisition, adding $82B AUA
BROKER DEALERS NOV 28, 2023
Cetera completes Avantax acquisition, adding $82B AUA

The Avantax team comprises 3,111 financial professionals.

By Steve Randall
State Street Global Advisors hires ETF expert as chief business officer
INDUSTRY NEWS NOV 28, 2023
State Street Global Advisors hires ETF expert as chief business officer

New hire was previously global head of ETFs at Invesco.

By Steve Randall
Citi strategists say US stock rally likely ending
INDUSTRY NEWS NOV 28, 2023
Citi strategists say US stock rally likely ending

Bullish signals for futures are fading but there could still be some gains ahead.

By Bloomberg
Sale for $22B alternative asset manager Castlelake?
INDUSTRY NEWS NOV 28, 2023
Sale for $22B alternative asset manager Castlelake?

Minneapolis-based firm reported to be considering options.

By Bloomberg
BlackRock plan would free up to $4T in climate change funding
INDUSTRY NEWS NOV 28, 2023
BlackRock plan would free up to $4T in climate change funding

As COP28 gets underway, reform of multilateral development banks is proposed.

By Bloomberg
Trio overseeing $150M at Ameriprise jumps to LPL
BROKER DEALERS NOV 27, 2023
Trio overseeing $150M at Ameriprise jumps to LPL

The team, which is rebranding as Momentum Wealth, is based in The Villages, Florida.

By InvestmentNews
Q3 advisor moves down 18.9% from year before
BROKER DEALERS NOV 27, 2023
Q3 advisor moves down 18.9% from year before

The recruiting data show advisors' preference for operating under independent models.

By Devin McGinley
Pension funds have lost market share among 100 largest asset owners with $23T AUM
RETIREMENT PLANNING NOV 27, 2023
Pension funds have lost market share among 100 largest asset owners with $23T AUM

Report reveals the owner groups that are jostling for pole position globally.

By Steve Randall
Oil market may be oversupplied, OPEC+ meeting in focus
INDUSTRY NEWS NOV 27, 2023
Oil market may be oversupplied, OPEC+ meeting in focus

Oil prices are under pressure ahead of a key production cut decision.

By Bloomberg
ESG investors concerned about 'AI blowback'
INDUSTRY NEWS NOV 27, 2023
ESG investors concerned about 'AI blowback'

Fund managers are worried about risks in the big tech sector.

By Bloomberg