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Financial advisors respond to the rise in recession talk
RETIREMENT PLANNING MAR 13, 2025
Financial advisors respond to the rise in recession talk

Recession fears are rising, or at least more people are talking about the potential one. Here's what financial advisors are saying - and doing - about it.

By Gregg Greenberg
Citi cutting back on contractors, taking more IT in-house on mounting regulatory pressure
WIREHOUSES MAR 13, 2025
Citi cutting back on contractors, taking more IT in-house on mounting regulatory pressure

The banking giant is undertaking a tech revamp as it addresses longstanding concerns around data risk management.

By Leo Almazora
RIA M&A outlook still strong in 2025 amid market uncertainty
RIAS MAR 13, 2025
RIA M&A outlook still strong in 2025 amid market uncertainty

Report highlights continuing momentum in deal activity, with private equity and minority transactions rising in prominence.

By Leo Almazora
Dip-buyers staying on the sidelines as Trump selloffs shake Wall Street
EQUITIES MAR 13, 2025
Dip-buyers staying on the sidelines as Trump selloffs shake Wall Street

Uncertainty from the president's head-spinning tariffs has traditionally optimistic stock-pickers taking a more bearish stance.

By Bloomberg
Social Security services at risk as DOGE bulldozer continues
RETIREMENT PLANNING MAR 13, 2025
Social Security services at risk as DOGE bulldozer continues

Reports of cuts to phone support add to broader concerns about reverberations from mass layoffs amid continued efficiency efforts.

By Leo Almazora
Medical debt may affect credit of 100 million Americans if CFPB rule is scrapped
INDUSTRY NEWS MAR 13, 2025
Medical debt may affect credit of 100 million Americans if CFPB rule is scrapped

Two congressman have been branded ‘callous’ by introducing bill in Congress.

By Steve Randall
RIAs showing increasing favor to ETFs for diversification, lower fees
RIAS MAR 13, 2025
RIAs showing increasing favor to ETFs for diversification, lower fees

Report highlights trends for $11T exchange-traded funds industry in US.

By Steve Randall
JPMorgan says equities rout may be ending, recession risk overplayed
INDUSTRY NEWS MAR 13, 2025
JPMorgan says equities rout may be ending, recession risk overplayed

Strategists believe strong ETF flows could stem correction.

By Bloomberg
What is the stagflation trade that is soaring right now?
INDUSTRY NEWS MAR 13, 2025
What is the stagflation trade that is soaring right now?

Goldman Sachs reveals one of its best performing strategies currently.

By Bloomberg
Gold could reach new $3,500 high, but when?
INDUSTRY NEWS MAR 13, 2025
Gold could reach new $3,500 high, but when?

Macquarie Group says haven asset is supported by several factors.

By Bloomberg
FTC signals focus on big tech as Microsoft probe goes ahead
INDUSTRY NEWS MAR 13, 2025
FTC signals focus on big tech as Microsoft probe goes ahead

Biden-era antitrust investigation focuses on firm's AI investments.

By Bloomberg
Weak-minded financial advice industry bids adieu to diversity work
OPINION MAR 12, 2025
Weak-minded financial advice industry bids adieu to diversity work

The wealth management business has fallen in line with President Trump's anti-DEI stance, and it’s appalling.

By Bruce Kelly
IWI announces changes to CPWA certification program
PRACTICE MANAGEMENT MAR 12, 2025
IWI announces changes to CPWA certification program

The Investments and Wealth Institute's updates – covering investor psychology family dynamics, and other areas – are set to roll out later this year.

By Leo Almazora
US budget gap hits $1.1T record in first five months of fiscal year
INDUSTRY NEWS MAR 12, 2025
US budget gap hits $1.1T record in first five months of fiscal year

The still-expanding deficit poses a potential wrinkle for efforts to extend and expand the 2017 Trump tax cut package.

By Bloomberg
Wall Street recruiters say market's meltdown not hurting hiring
PRACTICE MANAGEMENT MAR 12, 2025
Wall Street recruiters say market's meltdown not hurting hiring

Wall Street jobs have thus far not been impacted by the market's recent volatility. But there are some positions more in demand than others.

By Gregg Greenberg
B. Riley spins off investment bank.
BROKER DEALERS MAR 12, 2025
B. Riley spins off investment bank.

The share price of B. Riley financial has plummeted 78.5% over the past year.

By Bruce Kelly
Top economists see rising recession risks as Trump undermines trust in US
INDUSTRY NEWS MAR 12, 2025
Top economists see rising recession risks as Trump undermines trust in US

Two leading voices warn the president's disruptive policies could permanently damage America's "exorbitant privilege."

By Leo Almazora
The financial battle of the century: gold vs. bitcoin
ALTERNATIVES MAR 12, 2025
The financial battle of the century: gold vs. bitcoin

Gold has been the currency of choice for centuries. But some advisors see big opportunities with bitcoin – a relative newcomer – and have been diversifying portfolios with it.

By Gregg Greenberg
Inefficiencies mean opportunities
TAX MAR 12, 2025
Inefficiencies mean opportunities

The client comes first may be a cliché but it’s underappreciated, says Andrew Clinton, an expert in tax-exempt fixed-income solutions.

By Chris Davis
Mentorship can’t be a checkbox item
PRACTICE MANAGEMENT MAR 12, 2025
Mentorship can’t be a checkbox item

Making your people a priority can be the difference between your practice being a success or failure.

By Chris Davis