News

Displaying 43107 results
AllianceBernstein's $38B UHNW unit will no longer have 'financial advisors'
INDUSTRY NEWS JAN 31, 2024
AllianceBernstein's $38B UHNW unit will no longer have 'financial advisors'

Bernstein Private Wealth Management is bolstering its platform for elite clients.

By Steve Randall
Perigon Wealth Management moves up a league to advise sports professionals
RIAS JAN 31, 2024
Perigon Wealth Management moves up a league to advise sports professionals

Firm will create dedicated division leveraging new agreement with the Premier Sports Network.

By Steve Randall
Fed to hold rates today, but what next?
INDUSTRY NEWS JAN 31, 2024
Fed to hold rates today, but what next?

Less than half of investors think a March rate cut is likely.

By Bloomberg
PGIM exec says markets are wrong on inflation
INDUSTRY NEWS JAN 31, 2024
PGIM exec says markets are wrong on inflation

Greg Peters says the hardest part may be ahead of us.

By Bloomberg
Musk denied $55B Tesla pay packet by US judge
INDUSTRY NEWS JAN 31, 2024
Musk denied $55B Tesla pay packet by US judge

If the ruling stands, Musk will drop to world’s third richest person.

By Bloomberg
Gold demand is heading for new record high
INDUSTRY NEWS JAN 31, 2024
Gold demand is heading for new record high

Central banks and OTC market are fueling demand, according to the World Gold Council.

By Bloomberg
FSI presses SEC to end ‘regulation by enforcement’
REGULATION AND LEGISLATION JAN 30, 2024
FSI presses SEC to end ‘regulation by enforcement’

FSI says regulator must start giving accused fair notice that behavior is out of compliance.

By Mark Schoeff Jr.
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec
ALTERNATIVES JAN 30, 2024
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec

Many broker-dealers still have plenty of work to do regarding new product.

By Bruce Kelly
Giant conflicts alleged involving a former advisor
ALTERNATIVES JAN 30, 2024
Giant conflicts alleged involving a former advisor

'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.

By Bruce Kelly
Kestra firms merge with plans for further coverage
RIAS JAN 30, 2024
Kestra firms merge with plans for further coverage

Two firms in New Jersey and California have united under a single brand.

By Steve Randall
Raymond James has given its independence transition suite an uplift
BROKER DEALERS JAN 30, 2024
Raymond James has given its independence transition suite an uplift

The enhanced service gives a more tailored support offering to advisors.

By Steve Randall
Morgan Stanley is betting US bank capital rules will ease
REGULATION AND LEGISLATION JAN 30, 2024
Morgan Stanley is betting US bank capital rules will ease

Firm turns bullish with softer regulatory touch likely to spark buybacks.

By Bloomberg
Investors are making more cross-border money moves
INDUSTRY NEWS JAN 30, 2024
Investors are making more cross-border money moves

Predictions of interest-rate cuts have prompted a rebound in international flows.

By Bloomberg
Social Security Administration weighs in on bill to repeal taxes on benefits
RETIREMENT PLANNING JAN 29, 2024
Social Security Administration weighs in on bill to repeal taxes on benefits

The program's chief actuary says the bill would improve the long-term solvency of Social Security.

By Gregg Greenberg
Make informed decisions with the InvestmentNews Advisor Research Dashboard 
INDUSTRY NEWS JAN 29, 2024
Make informed decisions with the InvestmentNews Advisor Research Dashboard 

For a limited time only, subscribers can now enjoy a remarkable 25% discount on their annual membership.

By InvestmentNews
Critics of DOL fiduciary proposal work to generate Democratic opposition
RETIREMENT PLANNING JAN 29, 2024
Critics of DOL fiduciary proposal work to generate Democratic opposition

‘When you have both sides come together and support something – or in this case oppose something – we can put forth better policies for retirement savers,’ says a financial industry lobbyist

By Mark Schoeff Jr.
Advisor’s message to millennials: There is hope
RIAS JAN 29, 2024
Advisor’s message to millennials: There is hope

Preparing his finances to become a dad, Kevin Mahoney was taken aback by the amount of research needed. He decided to use his financial knowledge to help fellow new parents

By Emily Douglas
LPL nabs $320M duo from Centaurus Financial
BROKER DEALERS JAN 29, 2024
LPL nabs $320M duo from Centaurus Financial

Las Vegas-based Latus Group was founded by a former police officer.

By InvestmentNews
Why PE can’t get enough RIAs 
RIAS JAN 29, 2024
Why PE can’t get enough RIAs 

The relatively young market and its reliable, asset-based fees are very attractive to investors.

By Emile Hallez
Everything you need to know about stretch IRAs 
JAN 29, 2024
Everything you need to know about stretch IRAs 

The stretch IRA era is over. But there are still some exceptions and rules you need to know to deal with your retirement account

By Jonathan Russell