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Nationwide president and COO John Carter to step down
LIFE INSURANCE AND ANNUITIES JAN 23, 2025
Nationwide president and COO John Carter to step down

The leading annuity and insurance top executive is stepping down after a distinguished 40-year career in the industry.

Bond heavyweights lead the way in active fixed income comeback
MUTUAL FUNDS JAN 23, 2025
Bond heavyweights lead the way in active fixed income comeback

After a two-year drought, US bond funds saw the most new investment last year, with inflows led by big names like Pimco and Dodge & Cox

Carson Wealth kicks off 2025 deal calendar with $1B Chicago office acquisition
RIAS JAN 23, 2025
Carson Wealth kicks off 2025 deal calendar with $1B Chicago office acquisition

The latest buyout transaction taps into an industry-wide need for succession-planning options, says Carson Group CEO.

Retirement conundrum: crippling health care costs or start dumping assets?
RETIREMENT PLANNING JAN 23, 2025
Retirement conundrum: crippling health care costs or start dumping assets?

Investors fearing unaffordable healthcare may spend-down assets, study reveals.

Income growth, market performance keeps middle-class wealth on track
INDUSTRY NEWS JAN 23, 2025
Income growth, market performance keeps middle-class wealth on track

Quarterly financial resilience index shows easing fears.

Stocks pause near record high amid tech decline
INDUSTRY NEWS JAN 23, 2025
Stocks pause near record high amid tech decline

Near-term volatility to be expected, says UBS.

Trump dominates Davos without even being there
INDUSTRY NEWS JAN 23, 2025
Trump dominates Davos without even being there

World leaders, finance chiefs try to assess impact on global economy.

Why stubbornly high US Treasury yields are bad news for EMs
EMERGING MARKETS JAN 23, 2025
Why stubbornly high US Treasury yields are bad news for EMs

Investors less likely to take the risk when US notes offer such good odds.

Musk questions whether $100B AI venture backers have the money
INDUSTRY NEWS JAN 23, 2025
Musk questions whether $100B AI venture backers have the money

OpenAI chief Sam Altman hits back in public spat.

SCOTUS hears Cornell case with potential consequences for retirement plan litigation
RETIREMENT PLANNING JAN 23, 2025
SCOTUS hears Cornell case with potential consequences for retirement plan litigation

"Whatever we decide, someone's going to be potentially unfairly treated," Justice Sonia Sotomayor said during oral arguments Wednesday.

Understanding Social Security Lump Sum Payments for Retirees
JAN 23, 2025
Understanding Social Security Lump Sum Payments for Retirees

The Social Security lump sum seems like a good benefit to get when it’s offered. But is it as good as it seems? Here’s an honest look

BlackRock’s Fink calls elevated inflation world’s ‘biggest risk’
ALTERNATIVES JAN 22, 2025
BlackRock’s Fink calls elevated inflation world’s ‘biggest risk’

The BlackRock CEO also weighed in on AI's energy implications and crypto's role as an alternative "currency of fear."

Schwab latest to spiff up financial advisor platform for alts
INDUSTRY NEWS JAN 22, 2025
Schwab latest to spiff up financial advisor platform for alts

More than 37 percent of financial advisors who custody assets with Schwab use alternatives.

T. Rowe Price: Income solutions, emergency savings in retirement spotlight in 2025
RETIREMENT PLANNING JAN 22, 2025
T. Rowe Price: Income solutions, emergency savings in retirement spotlight in 2025

An aging workforce and stubborn inflation will have plan sponsors focusing on income and emergencies in the coming year.

How the California wildfires have sparked charitable conversations
PRACTICE MANAGEMENT JAN 22, 2025
How the California wildfires have sparked charitable conversations

With clients willing and eager to help, advisors are offering guidance on giving strategies and how to make the most meaningful impact.

Revealed: the fastest-growing fee-only RIAs of 2024
INDUSTRY NEWS JAN 22, 2025
Revealed: the fastest-growing fee-only RIAs of 2024

InvestmentNews turns the spotlight on 74 independent firms that are making their mark with remarkable growth.

Bogart Wealth eyes more growth with minority staking deal
INDUSTRY NEWS JAN 22, 2025
Bogart Wealth eyes more growth with minority staking deal

After quadrupling its assets, the independent firm overseeing $3 billion has struck a strategic PE partnership with Constellation Wealth Capital.

JPMorgan’s Dimon says stocks inflated as ‘animal spirits’ return
EQUITIES JAN 22, 2025
JPMorgan’s Dimon says stocks inflated as ‘animal spirits’ return

Amid Trump-fueled euphoria, the Wall Street giant's longtime CEO asserts growth remains "the only real solution" to reducing risks from deficits.

Kingswood, CG Financial announce leadership appointments
RIAS JAN 22, 2025
Kingswood, CG Financial announce leadership appointments

The wealth firms are looking forward to the next phases of their growth stories with C-suite updates.

Investors remain bullish with high expectations for the market this quarter
INDUSTRY NEWS JAN 22, 2025
Investors remain bullish with high expectations for the market this quarter

There are still concerns about inflation but new administration less concerning.