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Treasuries gain as Trump threatens China, EU with tariffs
INDUSTRY NEWS JAN 22, 2025
Treasuries gain as Trump threatens China, EU with tariffs

Bond market rally continues as traders weigh policy consequences.

US futures suggests continued Wall Street rally
INDUSTRY NEWS JAN 22, 2025
US futures suggests continued Wall Street rally

Stocks gain amid Trump's AI spending plans.

Investors can chill as Netflix posts record quarter
INDUSTRY NEWS JAN 22, 2025
Investors can chill as Netflix posts record quarter

Squid Game and live sporting events fueled earnings.

BofA chief staying put unless board throw him out
WIREHOUSES JAN 22, 2025
BofA chief staying put unless board throw him out

Moynihan is one of Wall Street's longest-serving bank execs.

Trump's executive orders no golden ticket for energy stocks
EQUITIES JAN 21, 2025
Trump's executive orders no golden ticket for energy stocks

While promising to halt offshore wind projects, open up wild lands for drilling, and cull incentives for electric vehicles, Trump's first round of actions may not necessarily boost energy companies or hold back renewables, observers said.

LPL doubles down on advisor growth with digital platform boost
FINTECH JAN 21, 2025
LPL doubles down on advisor growth with digital platform boost

The broker-dealer giant aims to help advisors engage both their clients and prospects further with its latest enhancements.

Private equity's plan B for failing exits: more debt
ALTERNATIVES JAN 21, 2025
Private equity's plan B for failing exits: more debt

PE firms that can't unload portfolio companies through an IPO or sale are turning to an increasingly popular alternative.

It’s a seller’s market for RIAs in 2025, report says
RIAS JAN 21, 2025
It’s a seller’s market for RIAs in 2025, report says

Private equity money is contributing to the good times for RIA owners.

Retire on your terms: take control with a continuity plan
OPINION JAN 21, 2025
Retire on your terms: take control with a continuity plan

Going beyond succession, retiring advisors should prioritize building a safety net to protect their practice, staff, and clients against unforeseen circumstances.

Mark Uyeda-led SEC launches crypto task force
ALTERNATIVES JAN 21, 2025
Mark Uyeda-led SEC launches crypto task force

The group led by Commissioner Hester Peirce will take input from within and outside the agency to create a clear regulatory framework for crypto assets.

Envestnet taps tech veteran Chris Todd as new CEO
FINTECH JAN 21, 2025
Envestnet taps tech veteran Chris Todd as new CEO

The wealth tech giant's new chief executive brings nearly two decades of experience, most recently at the helm of a privately held software firm.

Tax-busting trend gets new player with $500M ETF launch
ETFS JAN 21, 2025
Tax-busting trend gets new player with $500M ETF launch

Wealth manager's to-be-debuted strategy offers an out for investors who "feel trapped" into paying a huge capital gains tax bill.

Hedge fund investors have lost over half their gains to fees, finds study
ALTERNATIVES JAN 21, 2025
Hedge fund investors have lost over half their gains to fees, finds study

Research raises fresh questions as data show a larger chunk of gross profits eaten up than the previous historical average.

SEC rules RIAs need to keep in mind in 2025
PRACTICE MANAGEMENT JAN 21, 2025
SEC rules RIAs need to keep in mind in 2025

Experts say RIAs better keep a close eye on their communications, as well as cybersecurity, in the coming year.

Mark Uyeda appointed acting SEC chair as Gary Gensler steps down
REGULATION AND LEGISLATION JAN 21, 2025
Mark Uyeda appointed acting SEC chair as Gary Gensler steps down

The newly inaugurated Trump White House taps the contrarian commissioner as temporary head amid a slew of walk-outs from the agency.

Metals fall amid tariffs warning for Canada, Mexico
INDUSTRY NEWS JAN 21, 2025
Metals fall amid tariffs warning for Canada, Mexico

US set to impose new tariffs within weeks.

How do business leaders see the global economy unfolding in 2025?
INDUSTRY NEWS JAN 21, 2025
How do business leaders see the global economy unfolding in 2025?

Survey of CEOs at Davos shows expectations for growth.

Treasuries rally as inflation fears ease, Fed rates cut more likely
INDUSTRY NEWS JAN 21, 2025
Treasuries rally as inflation fears ease, Fed rates cut more likely

Trump decision on China tariffs, US energy have calmed inflation concerns.

US firms lead ranking of world's most valuable brands, but who's in the top five?
INDUSTRY NEWS JAN 21, 2025
US firms lead ranking of world's most valuable brands, but who's in the top five?

Annual top 500 includes 193 American firms

Billionaires worth $1.3T were on Trump's inauguration guest list
INDUSTRY NEWS JAN 21, 2025
Billionaires worth $1.3T were on Trump's inauguration guest list

Musk, Bezos, Zuckerberg were among world’s wealthiest in attendance.