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Displaying 43138 results
Private health insurance premiums to reach new record high this year
INDUSTRY NEWS JAN 10, 2024
Private health insurance premiums to reach new record high this year

Costs surged in 2023 and are set to do the same in 2024, says new report.

By Steve Randall
Bond market has a $2T debt problem that's fast approaching
FIXED INCOME JAN 10, 2024
Bond market has a $2T debt problem that's fast approaching

As governments prepare to ramp up supply, will investors want to take the risk?

By Bloomberg
Bitcoin steady following fake SEC social media post on ETFs
INDUSTRY NEWS JAN 10, 2024
Bitcoin steady following fake SEC social media post on ETFs

Hackers posted on regulator's X account that it had approved spot ETFs.

By Bloomberg
Luxury housing market to be driven by sustainable homes, AI
INDUSTRY NEWS JAN 10, 2024
Luxury housing market to be driven by sustainable homes, AI

New report says environmental concerns are becoming mainstream.

By Bloomberg
Billionaire vs. auction house $233M trial begins over 'lost Leonardo'
INDUSTRY NEWS JAN 10, 2024
Billionaire vs. auction house $233M trial begins over 'lost Leonardo'

New York court case provides rare glimpse of often opaque fine art world.

By Bloomberg
What you need to know about backdoor Roth conversions 
JAN 10, 2024
What you need to know about backdoor Roth conversions 

How do backdoor Roth conversions work?

By Ramon Berenguer
Advisors worry about losing independence under DOL contractor rule
PRACTICE MANAGEMENT JAN 09, 2024
Advisors worry about losing independence under DOL contractor rule

'We're small business owners; we’re entrepreneurs,' advisor says. 'I don't know what that would look like if we're suddenly employees of a broker-dealer.'

By Mark Schoeff Jr.
Finra watching crypto assets, brokers in 2024
BROKER DEALERS JAN 09, 2024
Finra watching crypto assets, brokers in 2024

Finra reveals it's keeping tabs on salespeople and financial advisors who are involved in the marketing and sale of digital assets.

By Bruce Kelly
SEC denies bitcoin ETF approval after X account compromised
ALTERNATIVES JAN 09, 2024
SEC denies bitcoin ETF approval after X account compromised

Chair Gary Gensler denounces unauthorized social media post.

By James Burton
Understanding the behavioral benefits of annuities
OPINION JAN 09, 2024
Understanding the behavioral benefits of annuities

Financial professionals tend to emphasize the strong quantitative benefits annuities provide, yet it’s the emotional and behavioral benefits that often make them the ideal choice for consumers.

By Philip E. Caminiti
Mercer adds $275M RIA in Iowa
RIAS JAN 09, 2024
Mercer adds $275M RIA in Iowa

The deal for River Glen Wealth Counselors adds to the firm’s presence in the central U.S.

By InvestmentNews
'Wall Street South' beckons financial services firms
OPINION JAN 09, 2024
'Wall Street South' beckons financial services firms

Why hedge fund managers, advisory firms and other financial services firms are basking in the sun in Miami.

By Michael Nessim
Diversify launches wealth management partner platform with three RIAs
ADVISOR MOVES JAN 09, 2024
Diversify launches wealth management partner platform with three RIAs

New offering is for advisors seeking the next step of their career.

By Steve Randall
Smartleaf Asset Management announces strategic partnership with Clearstead Advisors
RIAS JAN 09, 2024
Smartleaf Asset Management announces strategic partnership with Clearstead Advisors

The collaboration will enable greater tax optimization for Clearstead clients.

By Steve Randall
Is today the day for spot bitcoin ETF approval?
ETFS JAN 09, 2024
Is today the day for spot bitcoin ETF approval?

The cryptocurrency has eased from a $47K high but is up 10% so far this year.

By Bloomberg
Why activist investors are set to pull back on ESG campaigns
ESG JAN 09, 2024
Why activist investors are set to pull back on ESG campaigns

It's all about effectiveness, says consulting firm.

By Bloomberg
Investing for beginners 
JAN 09, 2024
Investing for beginners 

Those new to investing can find it daunting. But is it truly as intimidating as it seems?

Raymond James' Reilly sees comp soar in 2023
BROKER DEALERS JAN 08, 2024
Raymond James' Reilly sees comp soar in 2023

Total compensation for the IBD's CEO hit $34.9 million in the company's fiscal year ended Sept. 30.

By Bruce Kelly
Bitcoin-ETF issuers hope for long-awaited SEC OK this week
ETFS JAN 08, 2024
Bitcoin-ETF issuers hope for long-awaited SEC OK this week

The SEC has until Wednesday to take action on at least one of the applications for bitcoin ETFs.

By Bloomberg
Envestnet co-founder Crager to step down as CEO
FINTECH JAN 08, 2024
Envestnet co-founder Crager to step down as CEO

Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.

By Emile Hallez