The morning after election night, panelists at the InvestmentNews 2024 Women Advisors Summit talk about cooling emotions and staying steady for clients.
Donald Trump will again be president next year, and with Republican majorities in Congress, some industries stand to benefit from regulatory cuts.
Devoe's latest tracking of deal activity for the month shows 39 record-breaking transactions, including four-fifths that featured private equity.
Trump Trades gain as Republicans win swing states, US Senate.
Potential returns from investing in homes set to be restrained for some time.
For what it's worth, snapshot of contracts taken on polling day gives the former president a roughly six-to-four advantage over Vice President Kamala Harris.
“They have the skills to run huge companies, so why not focus on a start up?" one senior executive said.
With the election result in doubt, financial advisors discuss whether the market still hates uncertainty.
Nearly half of workers eligible for auto IRAs can't be verified, under requirements of the 2001 USA Patriot Act, the Bipartisan Policy Center found.
"Solve their problem for them right away," Merit CEO Rick Kent said, reflecting on building relationships and growing the RIA.
The RIA with $2.4 billion in assets is boosting its Central Florida strategy with the seasoned ultra-high-net-worth planning expert from Bison Wealth
The practice driven by a CIBC Private Wealth veteran with over three decades of experience has made its debut in Chicago's high-net-worth market.
The broker-dealer giant's latest additions to strengthening its Colorado and California.
The money manager is looking to get a foothold in the private debt or infrastructure space in a race for a share in the rapidly growing alternative asset space.
The deal is the second major announcement for the firm in the last week.
The firm's trading index shows activity remains muted by historic standards.
If you've reached FRA and want to change you claiming decision, this guide on how to suspend Social Security benefits can prove useful
Fifty-two percent of investors have only ever had a relationship with one advisor, a survey from Dynasty Financial Partners found. "Clients are the advisor's employer," one advisor said.
Survey research points to concerning gaps in governance and cybersecurity, with nine-tenths of respondents lacking policies around AI use by third parties.
The national RIA managing $6.5 billion is bolstering its appeal to advisors and clients with an additional foothold in the Midwest.
