RIA News

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Stocks rise as US inflation data still suggest rate cuts
EQUITIES APR 01, 2024
Stocks rise as US inflation data still suggest rate cuts

As rise in key measure cools, investors bet Fed will cut this year.

By Bloomberg
World Bank warns of slowdown for APAC economies
RIA NEWS APR 01, 2024
World Bank warns of slowdown for APAC economies

China is among the economies where GDP is expected to weaken.

By Bloomberg
A firm designed for the digital age
WOMEN ADVISOR COMMUNITY MAR 29, 2024
A firm designed for the digital age

Virtual meetings have personalized relationships with clients, says Rianka Dorsainvil, co-founder of 2050 Wealth Partners.

By Emily Douglas
‘In my ethos, it’s about … how you impact the world’
RIA NEWS MAR 29, 2024
‘In my ethos, it’s about … how you impact the world’

An attorney by background, Grant Rawdin says a dedication to the client’s best interests is at the heart of what he does.

By Emily Douglas
Cetera bolsters credit union commitment with new council
RIA NEWS MAR 28, 2024
Cetera bolsters credit union commitment with new council

Seven founding members from Cetera’s credit union partners are coming together in a forum to improve wealth offerings in the sector.

By Leo Almazora
Omaha senior loses thousands to Dave Ramsey impostor
RIA NEWS MAR 28, 2024
Omaha senior loses thousands to Dave Ramsey impostor

A scammer lured the 72-year-old into a fraudulent bitcoin investment by spoofing the advisor-cum-radio show host’s website.

By Leo Almazora
Bankman-Fried gets 25 years in prison for FTX fraud
REGULATION, LEGAL & COMPLIANCE MAR 28, 2024
Bankman-Fried gets 25 years in prison for FTX fraud

'There is a risk that this man will be in a position to do something very bad in the future,' the judge says. 'And it’s not a trivial risk. Not a trivial risk at all.'

By Bloomberg
Kestra Financial unveils partnership with $600M firm
RIA NEWS MAR 28, 2024
Kestra Financial unveils partnership with $600M firm

Based in New York, the multigenerational HNW practice expects to build on its meteoric growth record while elevating its service offerings.

By Leo Almazora
Wealth Enhancement Group gains ground in Florida
RIA NEWS MAR 28, 2024
Wealth Enhancement Group gains ground in Florida

The firm has acquired a $226 million RIA, landing its 12th office in the Southeastern wealth hot spot.

By Leo Almazora
AI is facilitating financial fraud, Treasury warns
REGULATION, LEGAL & COMPLIANCE MAR 28, 2024
AI is facilitating financial fraud, Treasury warns

Advances in artificial intelligence make it easier for criminals to impersonate customers and craft increasingly sophisticated email phishing attacks, according to a report.

By Bloomberg
US investors still willing to trade returns for impact despite declining interest
RIA NEWS MAR 28, 2024
US investors still willing to trade returns for impact despite declining interest

Impact investing is showing weakness in international markets too.

By Steve Randall
Altruist launches high-yield cash product for advisors
RIA NEWS MAR 28, 2024
Altruist launches high-yield cash product for advisors

The new product arrives as saving rates and returns are subdued.

By Steve Randall
New records for stocks as quarterly gain approaches
RIA NEWS MAR 28, 2024
New records for stocks as quarterly gain approaches

Global equities advance but markets await Fed inflation data.

By Bloomberg
No rush to cut rates, says hawkish Fed governor
RIA NEWS MAR 28, 2024
No rush to cut rates, says hawkish Fed governor

Christopher Waller says recent inflation data have been disappointing.

By Bloomberg
Blackstone CEO bullish on private credit
RIA NEWS MAR 28, 2024
Blackstone CEO bullish on private credit

Steve Schwarzman eyes healthcare, real estate for expansion.

By Bloomberg
Women and CPAs are in focus at RIA Choreo
WOMEN ADVISOR COMMUNITY MAR 27, 2024
Women and CPAs are in focus at RIA Choreo

"It's smart to align with a proven center of influence, CPAs," an industry consultant says.

By Bruce Kelly
Two-thirds of US savers are leaving interest on the table
RIA NEWS MAR 27, 2024
Two-thirds of US savers are leaving interest on the table

Despite the proliferation of high-yield savings accounts online, Bankrate survey reveals most Americans are earning less than 4%.

By Leo Almazora
Building wealth with nourishing advice
PRACTICE MANAGEMENT MAR 27, 2024
Building wealth with nourishing advice

‘The possibilities are endless’ if you marry a staple diet of good financial habits with a plan, says entrepreneurial advisor.

By Emily Douglas
The symphony of financial planning
RIA NEWS MAR 27, 2024
The symphony of financial planning

Pop musician turned advisor on transferring skills from the studio to keeping the ‘personal’ in finance.

By Emily Douglas
All US states failing to provide adequate basic financial literacy education: NFEC
RIA NEWS MAR 27, 2024
All US states failing to provide adequate basic financial literacy education: NFEC

Analysis finds that financial education falls short of what's offered in other subjects.

By Steve Randall