RIA News

Displaying 36702 results
Cohen & Steers hires new leader for Wealth Management Consulting Group
RIAS RIA NEWS JUN 06, 2024
Cohen & Steers hires new leader for Wealth Management Consulting Group

New appointment is 20-year industry veteran formerly with Nuveen.

By Steve Randall
Cathie Wood's Ark missed Nvidia tech rally but eyes other AI wins
RIAS RIA NEWS JUN 06, 2024
Cathie Wood's Ark missed Nvidia tech rally but eyes other AI wins

Fund sold Nvidia at $400, missing the surge to $1200.

By Bloomberg
US jobs anticipation gives metals a boost to four-week high
RIAS RIA NEWS JUN 06, 2024
US jobs anticipation gives metals a boost to four-week high

Copper, iron ore, zinc, nickel all heading higher.

By Bloomberg
Former YouTube CFO seeks $500 Million fund linked with Google lab
RIAS RIA NEWS JUN 06, 2024
Former YouTube CFO seeks $500 Million fund linked with Google lab

Gideon Yu's fund will be independent and invest in start-ups.

By Bloomberg
From rags to riches to awards finalist: Dynasty CEO
RIAS RIA NEWS JUN 05, 2024
From rags to riches to awards finalist: Dynasty CEO

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Shirl Penney, Dynasty Financial Partners

By Josh Welsh
A philosophical lesson in servant leadership
RIAS RIA NEWS JUN 05, 2024
A philosophical lesson in servant leadership

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: George Nichols III, American College of Financial Services.

By Josh Welsh
Advisors name the most overlooked financial issues during divorce proceedings
RIAS RIA NEWS JUN 05, 2024
Advisors name the most overlooked financial issues during divorce proceedings

Clients going through a divorce rely heavily on their financial advisors at a time when their emotions are at their most heightened.

By Gregg Greenberg
KKR REIT makes moves to prop up its NAV
INVESTING ALTERNATIVES JUN 05, 2024
KKR REIT makes moves to prop up its NAV

'What KKR is doing is a bold move that favors the investor,' one senior industry executive says.

By Bruce Kelly
BlackRock throws support behind Texas-based NYSE challenger exchange
RIAS RIA NEWS JUN 05, 2024
BlackRock throws support behind Texas-based NYSE challenger exchange

The upstart bourse aims to lure issuers seeking relief from rising compliance costs at incumbent exchanges.

By Bloomberg
The Retirement Planning Group says aloha to Lee Financial Group Hawaii
RIAS RIA NEWS JUN 05, 2024
The Retirement Planning Group says aloha to Lee Financial Group Hawaii

Cetera’s employee-based RIA’s second acquisition in 2024 brings six new employees and roughly $225M in AUM.

By Leo Almazora
Creative Planning CEO is ‘staying ahead’ of the industry
RIAS RIA NEWS JUN 05, 2024
Creative Planning CEO is ‘staying ahead’ of the industry

InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Peter Mallouk, Creative Planning.

By Josh Welsh
Kestra welcomes former Merrill Lynch team in Ohio
RIAS RIA NEWS JUN 05, 2024
Kestra welcomes former Merrill Lynch team in Ohio

The hybrid RIA’s latest addition brings over 40 years of collective experience and $500 million in client assets.

By Leo Almazora
Fed's rates stance is bad news for homeowners
RIAS RIA NEWS JUN 05, 2024
Fed's rates stance is bad news for homeowners

Price appreciation continues to slow compared to 2023.

By Steve Randall
Younger Americans think AI will help advisors improve financial planning
RIAS RIA NEWS JUN 05, 2024
Younger Americans think AI will help advisors improve financial planning

But older generations are skeptical about how good technology will be.

By Steve Randall
What does billionaire investor Ray Dalio see as biggest global risks?
RIAS RIA NEWS JUN 05, 2024
What does billionaire investor Ray Dalio see as biggest global risks?

Bridgewater Associates founder believes risks are intensifying.

By Bloomberg
Bitcoin above $71K amid rate cut hopes
RIAS RIA NEWS JUN 05, 2024
Bitcoin above $71K amid rate cut hopes

Crypto posts its longest winning streak since March.

By Bloomberg
European stocks poised for surge as ECB meeting nears
RIAS RIA NEWS JUN 05, 2024
European stocks poised for surge as ECB meeting nears

Expectation is high that the regional central bank will begin cuts.

By Bloomberg
Meta accused of withholding information from feds
RIAS RIA NEWS JUN 05, 2024
Meta accused of withholding information from feds

FTC wants to break up the social networking firm.

By Bloomberg
This GameStop episode may be different
RIAS RIA NEWS JUN 04, 2024
This GameStop episode may be different

With Roaring Kitty reportedly under scrutiny from regulators, brokers say the 'us-versus-them' spirit of the 2021 meme stock era is lacking this time around.

By Emile Hallez
AI vs. human advice: which one wins consumers’ trust?
RIAS RIA NEWS JUN 04, 2024
AI vs. human advice: which one wins consumers’ trust?

New Finra research peels back the layers on consumer sentiment and use of artificial intelligence for financial and investment advice.

By Leo Almazora