RIA News

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Global oil demand growth is slowest since pandemic, says IEA
RIAS RIA NEWS SEP 12, 2024
Global oil demand growth is slowest since pandemic, says IEA

China, EVs among the factors weakening demand.

JPMorgan, BofA want to ease junior bankers' workloads
RIAS RIA NEWS SEP 12, 2024
JPMorgan, BofA want to ease junior bankers' workloads

Wall Street firms are addressing complaints about excessive hours.

'Nearly every retiree should defer Social Security'
ADVISOR NEWS RETIREMENT PLANNING SEP 12, 2024
'Nearly every retiree should defer Social Security'

Advisor stresses importance of income you can't outlive.

By Chris Davis
What fees and services are state RIAs offering?
RIAS RIA NEWS SEP 11, 2024
What fees and services are state RIAs offering?

Annual NASAA report maps out how investment advisors are mixing up their fees, planning, and wealth management services for clients.

By Leo Almazora
When should RIAs end a client relationship?
GORIA PRACTICE MANAGEMENT (GORIA) SEP 11, 2024
When should RIAs end a client relationship?

Fewer clients can help the advisor perform at "a higher level," says one new RIA.

By Josh Welsh
Wealth lead-generation fintech Cashmere AI gets $3.6M seed funding
ADVISOR NEWS FINTECH SEP 11, 2024
Wealth lead-generation fintech Cashmere AI gets $3.6M seed funding

The startup uses machine learning to match advisors with clients who are at life stages where they could benefit from working with a financial professional.

By Emile Hallez
'Crypto could become a standard sleeve in diversified portfolios'
INVESTING ALTERNATIVES SEP 11, 2024
'Crypto could become a standard sleeve in diversified portfolios'

A new report reveals that digital assets are increasingly being recommended by wealth managers.

By Gregg Greenberg
Wealth management veteran wants to help advisors share best practice
RIAS RIA NEWS SEP 11, 2024
Wealth management veteran wants to help advisors share best practice

New peer-to-peer community launched by former LPL, Thrivent leader.

By Steve Randall
US slips down global retirement index as more individuals feel the strain
RIAS RIA NEWS SEP 11, 2024
US slips down global retirement index as more individuals feel the strain

New analysis looks at multiple factors driving retirement security in 44 countries.

By Steve Randall
Northern Trust announces leadership changes to align for growth
RIAS RIA NEWS SEP 11, 2024
Northern Trust announces leadership changes to align for growth

Changes will take place from October 1, 2024.

By Steve Randall
US two-Year yield lowest since 2022 as CPI data is awaited
RIAS RIA NEWS SEP 11, 2024
US two-Year yield lowest since 2022 as CPI data is awaited

With a week until the Fed's rates decision, inflation stats are key.

Bitcoin slips as market decides its was a Harris win
RIAS RIA NEWS SEP 11, 2024
Bitcoin slips as market decides its was a Harris win

A Trump administration is considered more favorable to cryptos.

Goldman says its ESG stock-picking model wins most of the time
RIAS RIA NEWS SEP 11, 2024
Goldman says its ESG stock-picking model wins most of the time

Circular economy is an important part of the equation.

JPMorgan leads banks stocks lower as Pinto tempers earnings expectations
INVESTING EQUITIES SEP 10, 2024
JPMorgan leads banks stocks lower as Pinto tempers earnings expectations

The remarks at an industry conference Tuesday sent the Wall Street bank on its biggest intraday tumble in more than four years.

By Bloomberg
Investors claiming "emotional distress damages" win lawsuit involving GWG bonds
INVESTING FIXED INCOME SEP 10, 2024
Investors claiming "emotional distress damages" win lawsuit involving GWG bonds

"This is one of the largest emotional distress damages awarded in Finra’s history,” says attorney.

By Bruce Kelly
September is historically a scary month for stocks. Why not "market time" it?
INVESTING EQUITIES SEP 10, 2024
September is historically a scary month for stocks. Why not "market time" it?

September seasonality is once again weighing on stocks. Advisors discuss how they handle the market's trickiest month.

By Gregg Greenberg
Savvy extends recruitment push with two experienced advisors
RIAS RIA NEWS SEP 10, 2024
Savvy extends recruitment push with two experienced advisors

The AI-powered RIA's newest additions in California and Illinois include an $800M advisor from TIAA and a two-decade veteran from Corebridge.

By Leo Almazora
Women to Watch 2024 excellence awardees revealed
RESOURCES WOMEN ADVISOR COMMUNITY SEP 10, 2024
Women to Watch 2024 excellence awardees revealed

The fifth annual awards night on November 6 will celebrate the best and brightest women in the financial services industry. Did you make the list?

By Josh Welsh
Why advisors are turning to customized portfolios
RIAS RIA NEWS SEP 10, 2024
Why advisors are turning to customized portfolios

Advisors delve into the pros and cons as survey reveals what they believe is setting them apart from competitors.

By Josh Welsh
Traders nervous ahead of Harris-Trump debate
RIAS RIA NEWS SEP 10, 2024
Traders nervous ahead of Harris-Trump debate

Volatility likely in election run-up, but what's ahead?