RIA News

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Couples may talk less about finances as stress levels rise, study reveals
RIA NEWS JUN 24, 2024
Couples may talk less about finances as stress levels rise, study reveals

Despite being the most in need of open discussion, people may stay silent.

By Steve Randall
Could high rates last forever? Bond markets think so
RIA NEWS JUN 24, 2024
Could high rates last forever? Bond markets think so

While the Fed is expected to cut once this year, the future is less certain.

By Bloomberg
Is a dairy cabinet product about to spark surge for makers?
RIA NEWS JUN 24, 2024
Is a dairy cabinet product about to spark surge for makers?

Ozempic-led obesity-treatment craze boosting demand for other products.

By Bloomberg
Crypto cracks emerge as Bitcoin suffers second-worst week of 2024
RIA NEWS JUN 24, 2024
Crypto cracks emerge as Bitcoin suffers second-worst week of 2024

Fed rates speculation is weakening cryptocurrency market sentiment.

By Bloomberg
Fed finds chinks in Wall Street banks' living wills
REGULATION AND LEGISLATION JUN 21, 2024
Fed finds chinks in Wall Street banks' living wills

BofA, Citi, Goldman, and JPMorgan must take remedial action on "shortcomings" in wind-down plans, finds regulators.

By Bloomberg
Hollywood hits Park Avenue: InvestmentNews Award winners celebrate big night in NYC
RIA NEWS JUN 21, 2024
Hollywood hits Park Avenue: InvestmentNews Award winners celebrate big night in NYC

Award winners from wealth management's biggest evening recount their experiences and explain what helped them to victory.

By Gregg Greenberg
State Street Global Advisors names new COO
RIA NEWS JUN 21, 2024
State Street Global Advisors names new COO

The firm’s latest C-suite hire brings extensive tech leadership experience, including nearly a decade at Schwab.

By Leo Almazora
Estate tech provider wealth.com launches family office suite
RIA NEWS JUN 21, 2024
Estate tech provider wealth.com launches family office suite

The digital estate planning firm has also tapped a Commonwealth Financial veteran to help strengthen its HNW and UHNW planning offerings.

By Leo Almazora
Biden vs. Trump: market impacts of election previewed
RIA NEWS JUN 21, 2024
Biden vs. Trump: market impacts of election previewed

The upcoming elections are crucial as it may have critical effects on the global economy and the country’s foreign policy

By InvestmentNews Staff
There were more RIAs in 2023 than ever before, but what does a typical firm look like?
RIA NEWS JUN 21, 2024
There were more RIAs in 2023 than ever before, but what does a typical firm look like?

Investment Adviser Association report provides a snapshot of advisory firms.

By Steve Randall
Ameriprise welcomes $100M advisor to its branch channel 
RIA NEWS JUN 21, 2024
Ameriprise welcomes $100M advisor to its branch channel 

Former wirehouse employee says he is ready to expand his practice.

By Steve Randall
BofA says Nvidia drove $8.7B inflows to tech funds
RIA NEWS JUN 21, 2024
BofA says Nvidia drove $8.7B inflows to tech funds

But asset allocators are concerned about concentration.

By Bloomberg
Boost for bonds as European data suggests rate cuts
RIA NEWS JUN 21, 2024
Boost for bonds as European data suggests rate cuts

Traders are expecting the ECB to ease monetary policy.

By Bloomberg
Former Fed president Bullard is bullish on rate cuts
RIA NEWS JUN 21, 2024
Former Fed president Bullard is bullish on rate cuts

James Bullard says CPI data supports September easing.

By Bloomberg
Citi's wind-down plan doesn’t make the grade, says FDIC
RIA NEWS JUN 21, 2024
Citi's wind-down plan doesn’t make the grade, says FDIC

Regulator's board voted that the bank’s plan is deficient.

By Bloomberg
Revealed: 2024 InvestmentNews Awards winners
RIA NEWS JUN 21, 2024
Revealed: 2024 InvestmentNews Awards winners

Find out who took home the top prizes at the inaugural, red carpet, Hollywood-themed gala.

By Josh Welsh
Investors and advisors continue to dump nontraded REITs
ALTERNATIVES JUN 20, 2024
Investors and advisors continue to dump nontraded REITs

Patience is rarely rewarded when it comes to redemptions of some nontraded REITs, one executive noted.

By Bruce Kelly
Reflection Asset Management founder offers new twist to ESG debate
RIA NEWS JUN 20, 2024
Reflection Asset Management founder offers new twist to ESG debate

A fund manager offers an alternative now that values-based investing has become politically weaponized.

By Gregg Greenberg
Carson deepens Northeast presence with Michigan-based independent
RIA NEWS JUN 20, 2024
Carson deepens Northeast presence with Michigan-based independent

The firm has announced Avery Wealth, a $212M firm in Jackson, as the latest inductee to its national partner network.

By Leo Almazora
Stifel taps ex-Merrill Lynch leader in continued growth push
INDEPENDENT BROKER DEALERS JUN 20, 2024
Stifel taps ex-Merrill Lynch leader in continued growth push

The broker-dealer giant’s new managing director is starting afresh after serving at the BofA wirehouse for 35 years.

By Leo Almazora