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Will a target-date fund crash bury the boomers?
RETIREMENT PLANNING JUL 27, 2022
Will a target-date fund crash bury the boomers?

A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.

By Gregg Greenberg
Fed expected to deliver largest back-to-back rate hike in decades
INDUSTRY NEWS JUL 27, 2022
Fed expected to deliver largest back-to-back rate hike in decades

The FOMC is expected to raise rates by 75 basis points with investors seeking signs of a downshift in September.

By Bloomberg
5 wealth management trends to pay close attention to
OPINION JUL 26, 2022
5 wealth management trends to pay close attention to

If you’re hoping to capitalize on new opportunities and remain ahead of the curve, it’s crucial to stay on top of current industry trends.

By Kristian Borghesan
BMO acquires sustainability consultant
ESG JUL 26, 2022
BMO acquires sustainability consultant

Radicle Group specializes in carbon credits and helping clients reduce emissions.

By ESG Clarity
Powell’s bond market recession indicator Is sending a warning
INDUSTRY NEWS JUL 26, 2022
Powell’s bond market recession indicator Is sending a warning

A vast swathe of the US yield curve inverted in recent weeks as recession fears spurred investors to pile into longer maturities.

By Bloomberg
UBS wealth group's legal costs spike in Q2
WIREHOUSES JUL 26, 2022
UBS wealth group's legal costs spike in Q2

The legal expenses linked to UBS' Yield Enhancement Strategy, which featured options, appear to be adding up.

By Bruce Kelly
Captrust rejoins the M&A game with $4 billion deal
RIAS JUL 26, 2022
Captrust rejoins the M&A game with $4 billion deal

The addition of Frontier Wealth Management marks the first acquisition of 2022 for Raleigh, North Carolina-based Captrust.

By Jeff Benjamin
Coinbase faces SEC probe on crypto listings
ALTERNATIVES JUL 26, 2022
Coinbase faces SEC probe on crypto listings

The firm is facing a probe into whether it improperly let Americans trade digital assets that should have been registered as securities.

By Bloomberg
Inflation already slicing into retirement saving, says Schwab 401(k) survey
RETIREMENT PLANNING JUL 26, 2022
Inflation already slicing into retirement saving, says Schwab 401(k) survey

The nationwide study shows 79% of workers are changing their saving and spending habits because of inflation.

By Gregg Greenberg
Fed to inflict more pain on economy as it readies big rate hike
INDUSTRY NEWS JUL 26, 2022
Fed to inflict more pain on economy as it readies big rate hike

A growing number of analysts say it will take a recession — and markedly higher joblessness — to ease price pressures significantly.

By Bloomberg
Advisor Group launches employee wellness program
BROKER DEALERS JUL 26, 2022
Advisor Group launches employee wellness program

As part of the program, confidential mental health support will be provided to employees of the company’s six independent broker-dealers.

By InvestmentNews
Drawn to specialize in serving innovators and entrepreneurs
RIAS JUL 25, 2022
Drawn to specialize in serving innovators and entrepreneurs

Flavia Trento says an 'accident in geography' opened her eyes to the opportunities in the innovation economy.

By Jeff Benjamin
ETFs that worry Wall Street regulators rake in billions
MUTUAL FUNDS JUL 25, 2022
ETFs that worry Wall Street regulators rake in billions

The products are a growing corner of the almost $6.4 trillion industry, defying words of caution issued by the Securities and Exchange Commission and others.

By Bloomberg
Alts groups oppose state regulators' REIT reform
ALTERNATIVES JUL 25, 2022
Alts groups oppose state regulators' REIT reform

The changes include raising the net-income and net-worth thresholds for purchases and imposing a portfolio concentration limit.

By Mark Schoeff Jr.
Worried about the growth of inflation? It may be time to buy the farm!
RETIREMENT PLANNING JUL 25, 2022
Worried about the growth of inflation? It may be time to buy the farm!

Investing in farmland has long been overlooked, primarily because most investors have little to no clue about how to access it.

By Gregg Greenberg
BPAS updates financial planning tool for participants
RETIREMENT PLANNING JUL 25, 2022
BPAS updates financial planning tool for participants

Roadways Mile Marker 2.0 adds real-time updates and projections to present a bigger picture of each participant's overall financial health.

By InvestmentNews
Rep managing $213 million exits Edward Jones for Raymond James
ADVISOR MOVES JUL 25, 2022
Rep managing $213 million exits Edward Jones for Raymond James

Glenn Israel, who has gone independent as GFI Wealth Partners in Munster, Indiana, joins the firm’s independent adviser channel.

By InvestmentNews
Pushing to bolster retirement readiness with SECURE 2.0
OPINION JUL 25, 2022
Pushing to bolster retirement readiness with SECURE 2.0

The legislation is a necessary step to ensure that more and more Americans can live comfortably once they stop working.

By Dale Brown
70% of advisers describe themselves as successful
WOMEN ADVISOR COMMUNITY JUL 25, 2022
70% of advisers describe themselves as successful

American College survey finds trust, individual effort and specialized knowledge as the three most important influences on achieving success.

By InvestmentNews
Carson Group snags another exec from LPL
RIAS JUL 25, 2022
Carson Group snags another exec from LPL

Former LPL exec Burt White recruits Ryan Detrick for Carson Group's newly created role of chief market strategist.

By Jeff Benjamin