RIA News

Displaying 36716 results
Stifel's Q2 2024 earnings beat forecasts
RIA NEWS JUL 25, 2024
Stifel's Q2 2024 earnings beat forecasts

Company reports substantial increase in revenue compared to last year.

By Jonalyn Cueto
Wall Street veteran, NBA Hall of Famer, unite for athlete-focused platform
RIA NEWS JUL 25, 2024
Wall Street veteran, NBA Hall of Famer, unite for athlete-focused platform

Athlete investors will have access to early-stage companies.

By Steve Randall
Earnings, growth concerns drag stocks lower
RIA NEWS JUL 25, 2024
Earnings, growth concerns drag stocks lower

US GDP, jobless claims data awaited later Thursday.

By Bloomberg
US Treasuries rally sharply amid global demand
RIA NEWS JUL 25, 2024
US Treasuries rally sharply amid global demand

Calls intensify for Fed rate cut this month.

By Bloomberg
Cryptos fall following megacap tech stock drop
RIA NEWS JUL 25, 2024
Cryptos fall following megacap tech stock drop

Easing of AI frenzy has dented sentiment.

By Kristine Esguerra
Taylor Swift label slumps as subs miss the high notes
RIA NEWS JUL 25, 2024
Taylor Swift label slumps as subs miss the high notes

Music company stocks going for a song after disappointing data.

By Bloomberg
Dynasty advisors make end of year stock, economy predictions
RIA NEWS JUL 24, 2024
Dynasty advisors make end of year stock, economy predictions

Dynasty Financial advisors predict the market's performance in response to a summer survey.

By Gregg Greenberg
Balancing offense and defense: Buff Dormeier’s data-driven approach to portfolio management
RIA NEWS JUL 24, 2024
Balancing offense and defense: Buff Dormeier’s data-driven approach to portfolio management

Kingsview’s tactical portfolios strive to achieve successful investor outcomes through the volume factor.

By Manal Ali
Morgan Stanley will increase some cash yields to 2%
INDEPENDENT BROKER DEALERS JUL 24, 2024
Morgan Stanley will increase some cash yields to 2%

The changes in yields on cash pose a big problem for future profits at large wealth management and brokerage firms.

By Bruce Kelly
Genstar Capital becomes majority investor in Docupace
FINTECH JUL 24, 2024
Genstar Capital becomes majority investor in Docupace

Investment boosts growth and innovation potential for wealth management software firm.

By Jonalyn Cueto
Fintech firm introduces one-button ETF investing platform
ETFS JUL 24, 2024
Fintech firm introduces one-button ETF investing platform

New application aims to revolutionize ETF investing.

By Jonalyn Cueto
Raymond James welcomes new VP of wealth management to Dublin office
RIA NEWS JUL 24, 2024
Raymond James welcomes new VP of wealth management to Dublin office

Advisor previously managed more than $100 million at Edward Jones.

By Jonalyn Cueto
KKR to acquire Janney Montgomery Scott from Penn Mutual
RIA NEWS JUL 24, 2024
KKR to acquire Janney Montgomery Scott from Penn Mutual

Janney manages over $150 billion in assets and employs more than 900 financial advisors across 135 offices in the US.

By Jonalyn Cueto
Half of real estate investors have lost $100K or more on a single asset
RIA NEWS JUL 24, 2024
Half of real estate investors have lost $100K or more on a single asset

Most who've put money into residential real estate have lost.

By Steve Randall
Credent Wealth Management secures strategic investment for expansion
RIA NEWS JUL 24, 2024
Credent Wealth Management secures strategic investment for expansion

Indiana headquartered $2.6B RIA gains funds to accelerate national spread.

By Steve Randall
NTAM hires former Goldman leader as global head of product strategy
RIA NEWS JUL 24, 2024
NTAM hires former Goldman leader as global head of product strategy

The $1.2B firm's new appointment will lead the drive for innovation.

By Steve Randall
Ether ETFs exceed $100M inflows in debut trading
RIA NEWS JUL 24, 2024
Ether ETFs exceed $100M inflows in debut trading

BlackRock, Bitwise, Fidelity lead the demand across nine new funds.

By Bloomberg
Tesla disappoints but Musk hails autonomy as the future
RIA NEWS JUL 24, 2024
Tesla disappoints but Musk hails autonomy as the future

Robotaxis launch pushed back by around two months.

By Bloomberg
Smalltown students benefit as billionaire banker pledges $150M
RIA NEWS JUL 24, 2024
Smalltown students benefit as billionaire banker pledges $150M

Byron Trott's latest philanthropic act will help rural students.

By Bloomberg
Barred broker arrested in Ohio for $1 million alleged fraud
ALTERNATIVES JUL 23, 2024
Barred broker arrested in Ohio for $1 million alleged fraud

"If the salesperson doesn't have a license, my advice is simple: hang onto your wallet," one former state regulator says.

By Bruce Kelly