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Prudential CFO sees retirees' billions powering new growth phase
RETIREMENT PLANNING JAN 30, 2025
Prudential CFO sees retirees' billions powering new growth phase

The finance leader spies a booming opportunity from annuity demand and pension risk transfers as the insurance giant ushers in its next chief executive.

Orion, Pontera strike new integration partnership
RETIREMENT PLANNING JAN 30, 2025
Orion, Pontera strike new integration partnership

The collaboration, billed as an industry first, will streamlines advisors' ability to manage 401(k)s, 403(b)s, and other held-away retirement accounts.

AlphaCore widens West Coast wealth footprint
INDUSTRY NEWS JAN 30, 2025
AlphaCore widens West Coast wealth footprint

The firm's latest RIA partner adds $420 million in assets while expanding its base in Southern California.

Bitcoin jumps further following Fed decision, Powell comments
ALTERNATIVES JAN 30, 2025
Bitcoin jumps further following Fed decision, Powell comments

The world's largest digital asset pushed higher after the Federal Reserve chair signaled a prudently supportive stance for banks' crypto adoption.

$55B alternatives firm New Mountain launches RIA support platform
RIAS JAN 30, 2025
$55B alternatives firm New Mountain launches RIA support platform

The New York-based firm's new unit will be headed by a seasoned Blackstone veteran, with a team of alums from Carlyle, Nuveen, BlackRock and CAIS.

Advisors explain how to keep intra-family loans from fracturing relationships
PRACTICE MANAGEMENT JAN 30, 2025
Advisors explain how to keep intra-family loans from fracturing relationships

A new study shows how intra-family loans can be dicey, but financial advisors often get dragged in anyway.

Family office Pitcairn wades into RIA business with Brightside Partners deal
RIAS JAN 30, 2025
Family office Pitcairn wades into RIA business with Brightside Partners deal

The ultra-high-net-worth firm with over $9 billion of advised assets and over a hundred years of history is looking forward to its next stage of evolution.

Asset managers have re-focused their investment priorities amid AI surge
INDUSTRY NEWS JAN 30, 2025
Asset managers have re-focused their investment priorities amid AI surge

Survey reveals a rising priority driven by the rise in tech potential.

Powell says Fed can take its time on rate cuts
INDUSTRY NEWS JAN 30, 2025
Powell says Fed can take its time on rate cuts

Strong economy gives officials time to assess inflation progress.

Finra reports rising risks from AI, cybersecurity, investment fraud
INDUSTRY NEWS JAN 30, 2025
Finra reports rising risks from AI, cybersecurity, investment fraud

Regulatory oversight report highlights third-party risk landscape.

Meta stock rises as Zuckerberg hails 'really big year' for AI
INDUSTRY NEWS JAN 30, 2025
Meta stock rises as Zuckerberg hails 'really big year' for AI

Billionaire entrepreneur expects to have the leading AI assistant.

Tesla profit misses estimates but robotaxi plans offer relief
INDUSTRY NEWS JAN 30, 2025
Tesla profit misses estimates but robotaxi plans offer relief

The companies shares rebounded early Thursday.

Climate tech funding slumps as investors prioritize AI
INDUSTRY NEWS JAN 30, 2025
Climate tech funding slumps as investors prioritize AI

Global VC and equity financing down 40% in 2024.

Trump in Schwab tie-up for $250m financial services offering
INDUSTRY NEWS JAN 29, 2025
Trump in Schwab tie-up for $250m financial services offering

“American patriots can protect themselves from the ever-present threat of cancellation, censorship”

Southwest Airlines hit with ERISA class action over alleged 401(k) fund mismanagement
RETIREMENT PLANNING JAN 29, 2025
Southwest Airlines hit with ERISA class action over alleged 401(k) fund mismanagement

The lawsuit filed in Texas says the carrier's failure to remove an underperforming fund option, which holds over $2 billion in assets, has cost plan members millions.

Wall Street's levered-ETF boom is close to becoming a billion-dollar moneymaker
ETFS JAN 29, 2025
Wall Street's levered-ETF boom is close to becoming a billion-dollar moneymaker

The firms behind the supercharged strategies saw a 37 percent jump in revenues last year as maverick traders chased market opportunities.

Nominations for the first $100M Club: Top Female Advisors now open
INDUSTRY NEWS JAN 29, 2025
Nominations for the first $100M Club: Top Female Advisors now open

InvestmentNews begins the inaugural search for the Top Female Advisors in the industry

Federal Reserve reveals first rate decision for 2025
INDUSTRY NEWS JAN 29, 2025
Federal Reserve reveals first rate decision for 2025

Following a widely-held hold prediction, the FOMC dropped more hints on its inflation concerns while apparently maintaining distance from President Donald Trump.

Financial advisors weigh rebound in REITs after lackluster year
EQUITIES JAN 29, 2025
Financial advisors weigh rebound in REITs after lackluster year

Wealth managers see a potential rebound in REITs after a disappointing 2024, but only if interest rates cooperate.

Trump Media unveils fintech offering Truth.Fi
ALTERNATIVES JAN 29, 2025
Trump Media unveils fintech offering Truth.Fi

The new brand launched in partnership with Schwab aims to tap into investors' growing appetite for SMAs, ETFs, and Bitcoin.