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What are the key trends that JPMorgan sees for alternatives in 2025?
ALTERNATIVES JAN 29, 2025
What are the key trends that JPMorgan sees for alternatives in 2025?

Report highlights opportunities for alts investors across asset classes.

By Steve Randall
How consumers are using their credit cards suggests elevated financial stress
INDUSTRY NEWS JAN 29, 2025
How consumers are using their credit cards suggests elevated financial stress

New report shows rising levels of delinquencies.

By Steve Randall
Changes in fees are coming for advisors. What will that look like?
RIAS JAN 28, 2025
Changes in fees are coming for advisors. What will that look like?

The traditional asset-based fee advisors charge clients "is going by the wayside," one executive said.

By Bruce Kelly
KKR hires exec to focus on 401(k) market
RETIREMENT PLANNING JAN 28, 2025
KKR hires exec to focus on 401(k) market

The firm in December brought on its first head of defined contribution, signifying a focus to get into 401(k)s and other plans meaningfully.

By Emile Hallez
Beyond the junk label: mastering high-yield bonds to deliver client value
OPINION JAN 28, 2025
Beyond the junk label: mastering high-yield bonds to deliver client value

From seeing past credit ratings to selecting the right vehicle and educating clients, advisors who strategically use high-yield fixed income can build credibility and confidence.

By Mike Kurz
Leaked HSBC memo shows bank making huge cuts in UK and US to focus on Asia
INDUSTRY NEWS JAN 28, 2025
Leaked HSBC memo shows bank making huge cuts in UK and US to focus on Asia

Job losses and another blow to London as a financial hub as major lender “simplifies its business.”

By Matthew Sellers
Dynasty welcomes $6.4B SageSpring Wealth Partners from Raymond James
RIAS JAN 28, 2025
Dynasty welcomes $6.4B SageSpring Wealth Partners from Raymond James

In one of the biggest leaps in recent years, the Nashville-based firm with a next-gen focus is embracing full RIA independence.

By Leo Almazora
Carson Group widens California footprint
RIAS JAN 28, 2025
Carson Group widens California footprint

The acquisitive wealth giant is extending its presence in Sacramento as it welcomes a $365 million advisor duo.

By Leo Almazora
Mission Wealth expands in Texas with Logic Capital merger
RIAS JAN 28, 2025
Mission Wealth expands in Texas with Logic Capital merger

The deal extends Mission Wealth's footprint into Houston while boosting it to $10.6 billion in assets under management.

By Leo Almazora
Osaic bolsters credit union presence with Navy Federal partnership
BROKER DEALERS JAN 28, 2025
Osaic bolsters credit union presence with Navy Federal partnership

The investment advisory giant's latest collaboration expands its institutional platform with 69 financial advisors.

By Leo Almazora
Nvidia stock slumps 17% amid DeepSeek shock, but rival shows cracks
EQUITIES JAN 28, 2025
Nvidia stock slumps 17% amid DeepSeek shock, but rival shows cracks

Chinese startup that upended AI market suffered outages as interest surged.

By Steve Randall
US banks continue to face challenges, but are better times ahead?
INDUSTRY NEWS JAN 28, 2025
US banks continue to face challenges, but are better times ahead?

Report considers the outlook for banks and credit unions nationwide.

By Steve Randall
Real estate investment trust: what new investors need to know
JAN 28, 2025
Real estate investment trust: what new investors need to know

Learn how a real estate investment trust can boost your portfolio. Explore REIT types, benefits, risks, and key market trends for informed decision-making

By Mark Rosanes
RIAs name their top technologies as Wall Street watches earnings, AI battle
PRACTICE MANAGEMENT JAN 27, 2025
RIAs name their top technologies as Wall Street watches earnings, AI battle

Wall Street analysts are focusing on earnings and AI this week. But RIAs never stop assessing new technologies.

By Gregg Greenberg
JPMorgan Chase sued over use of forfeited 401(k) assets
INDUSTRY NEWS JAN 27, 2025
JPMorgan Chase sued over use of forfeited 401(k) assets

As in numerous other lawsuits, plaintiffs allege a breach of fiduciary duty over how the company used 401(k) company contributions for workers who left before they were fully vested.

By Emile Hallez
Andrew Left calls for SEC clarity on public investor statements
ALTERNATIVES JAN 27, 2025
Andrew Left calls for SEC clarity on public investor statements

A petition by the famed short seller argues recent enforcement actions "create a chilling effect on free speech and market participation" in stock trading.

By Leo Almazora
Former Hightower advisor scores substantial victory in non-compete lawsuit
RIAS JAN 27, 2025
Former Hightower advisor scores substantial victory in non-compete lawsuit

The Delaware decision voiding non-compete provision under California law has far-reaching implications, says advisor's attorney.

By Leo Almazora
Despite market selloff DeepSeek won't deep-six the bulls, analysts say
EQUITIES JAN 27, 2025
Despite market selloff DeepSeek won't deep-six the bulls, analysts say

A new AI competitor is making waves on Wall Street, but Street strategists say it won't kill the long term bull market.

By Gregg Greenberg
Orion doubles down on data with Snowflake partnership
FINTECH JAN 27, 2025
Orion doubles down on data with Snowflake partnership

The wealth tech giant is rolling out access to the industry-leading cloud data platform for advisors at select firms in the second quarter.

By Leo Almazora
Arax, LPL announce billion-dollar additions
RIAS JAN 27, 2025
Arax, LPL announce billion-dollar additions

The PE-backed wealth platform is expanding across Colorado and Idaho while broker-dealer giant LPL welcomes a multigenerational advisor pair from UBS.

By Leo Almazora