RIA News

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Confidence of a better year surges among private equity execs
RIA NEWS APR 30, 2024
Confidence of a better year surges among private equity execs

The industry is poised for a rise in deals and AI playing a larger role.

By Steve Randall
Momentum traders to buy equities even if market drops: Goldman
RIA NEWS APR 30, 2024
Momentum traders to buy equities even if market drops: Goldman

Momentum traders to buy equities even if market drops: Goldman.

By Bloomberg
Treasury issuance will keep yields elevated, says Barclays
RIA NEWS APR 30, 2024
Treasury issuance will keep yields elevated, says Barclays

Even if the Fed starts rate cuts, long-term yields are likely to stay high.

By Bloomberg
HSBC chief unexpectedly quits
RIA NEWS APR 30, 2024
HSBC chief unexpectedly quits

Noel Quinn has announced retirement after only five years as CEO.

By Bloomberg
Are advisors operating ‘above or below the line’?
RIA NEWS APR 29, 2024
Are advisors operating ‘above or below the line’?

CEO of GYL outlines how advisors can stay fresh and relevant.

By Josh Welsh
Freestone strengthens San Francisco office with veteran hire
RIA NEWS APR 29, 2024
Freestone strengthens San Francisco office with veteran hire

The advisor joins the independent in California with 30 years of industry experience, including tenures at Goldman Sachs and UBS.

By Leo Almazora
Majority of women agree a retirement storm is brewing
RETIREMENT PLANNING APR 29, 2024
Majority of women agree a retirement storm is brewing

Faced with rising living costs and debt, majority of women call for immediate action on Social Security and pension plans.

By Leo Almazora
Advisors weigh in on the future of the Magnificent Seven
RIA NEWS APR 29, 2024
Advisors weigh in on the future of the Magnificent Seven

The "Mag 7" collectively represent a weighting of more than 27% of the S&P 500, so they will have an outsized impact on the broader market whatever they do.

By Gregg Greenberg
Gold in flux as investors await Fed meeting
ALTERNATIVES APR 29, 2024
Gold in flux as investors await Fed meeting

Following a 13 percent advance this year, the price of the yellow metal wavered as traders weigh the odds of harmful rate hikes.

By Bloomberg
Finra bars ex-Wells Fargo broker firm accused of theft  
INDEPENDENT BROKER DEALERS APR 29, 2024
Finra bars ex-Wells Fargo broker firm accused of theft  

“We’ve done scores of theft cases over the years and it’s a cancer," said one attorney.

By Bruce Kelly
Hedge funds ramp up tech allocations, says Goldman
RIA NEWS APR 29, 2024
Hedge funds ramp up tech allocations, says Goldman

Data show amped-up net buying in sector through long positions and short-covering even amid a slide in S&P 500 IT index.

By Bloomberg
Despite doubts on retail, private market allocations primed for growth
ALTERNATIVES APR 29, 2024
Despite doubts on retail, private market allocations primed for growth

State Street report points to continuing shift in portfolios as infrastructure and private debt appetite proves robust among investors.

By Leo Almazora
UHNW family offices are eyeing alts diversification, says JP Morgan
RIA NEWS APR 29, 2024
UHNW family offices are eyeing alts diversification, says JP Morgan

The financial giant offers a fresh snapshot into global family offices’ investment, governance, and succession planning concerns.

By Leo Almazora
Younger Americans' wealth growth has beaten historic norms  
RIA NEWS APR 29, 2024
Younger Americans' wealth growth has beaten historic norms  

Under 40s have seen wealth accumulation rise faster than other generations.

By Steve Randall
Despite the cost of living, Americans remain on top of their mortgages
RIA NEWS APR 29, 2024
Despite the cost of living, Americans remain on top of their mortgages

Stats reveal that all stages of delinquency are around historic lows.

By Steve Randall
Treasury options traders keep Fed hike on table
RIA NEWS APR 29, 2024
Treasury options traders keep Fed hike on table

But they are also positioning for the potential for multiple rate cuts.

By Bloomberg
Deutsche buybacks at risk amid $1.4B legal action fund
RIA NEWS APR 29, 2024
Deutsche buybacks at risk amid $1.4B legal action fund

The banking group is being challenged over a takeover in 2010.

By Bloomberg
New bid for song catalog fund puts Blackstone at #1
RIA NEWS APR 29, 2024
New bid for song catalog fund puts Blackstone at #1

Board prefers the latest offer rather than Concord bid.

By Bloomberg
FX traders wonder when Tokyo will support the yen
RIA NEWS APR 29, 2024
FX traders wonder when Tokyo will support the yen

Currency continues to fall but investors hope for assisted rebound.

By Bloomberg
Are RIAs failing their clients?
RIA NEWS APR 28, 2024
Are RIAs failing their clients?

Advisors respond after report suggests clients are not having enough input into the advisory experience.

By Josh Welsh