RIA News

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Treasury yields tick up following tepid bond sales
RIA NEWS MAY 28, 2024
Treasury yields tick up following tepid bond sales

Markets drift as investors digest surprise in consumer confidence and fresh remarks from a Federal Reserve Bank official.

By Bloomberg
From Superbowl stardom to wealth management boardroom
RIA NEWS MAY 28, 2024
From Superbowl stardom to wealth management boardroom

Bennie Fowler, who won Super Bowl 50 with the Denver Broncos, reflects on his new career as Caprock’s director of strategic relationships.

By Emily Douglas
Steward Partners adds foothold in Florida with $320M ex-Merrill team
RIA NEWS MAY 28, 2024
Steward Partners adds foothold in Florida with $320M ex-Merrill team

The national RIA is getting its first Naples, Florida location with a women-led planning practice headed by a 40-year industry veteran.

By Leo Almazora
First generation immigrant advisor brings cultural approach to clients
RIA NEWS MAY 28, 2024
First generation immigrant advisor brings cultural approach to clients

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Divam Mehta, Mehta Financial Group

By Josh Welsh
“Fearless” singer Taylor Swift joins billionaires’ club on prestigious women’s rich list
RIA NEWS MAY 28, 2024
“Fearless” singer Taylor Swift joins billionaires’ club on prestigious women’s rich list

America’s wealthiest self-made women saw their collective net worths soar past $20B, with 11 new members on the list.

By Leo Almazora
Advisors must go beyond the numbers, finalist says
RIA NEWS MAY 28, 2024
Advisors must go beyond the numbers, finalist says

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Rocco Carriero, Rocco A. Carriero Wealth Partners, Ameriprise Financial.

By Josh Welsh
Putting clients first is always top priority for finalist
RIA NEWS MAY 28, 2024
Putting clients first is always top priority for finalist

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): John Loyd, The Wealth Planner.

By Josh Welsh
Be proactive and plan for the next 'black swan' event
RIA NEWS MAY 28, 2024
Be proactive and plan for the next 'black swan' event

InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Greg Guenther, GRANTvest Financial Group.

By Josh Welsh
Global financial advisory market expected to be close to $262B by 2028
RIA NEWS MAY 28, 2024
Global financial advisory market expected to be close to $262B by 2028

New report predicts stronger annualized growth of 5%.

By Steve Randall
Wall Street braces for challenging first day of T+1 settlements
RIA NEWS MAY 28, 2024
Wall Street braces for challenging first day of T+1 settlements

It's been a century since the US stock market was this fast.

By Bloomberg
Stocks gain as inflation data is in focus
RIA NEWS MAY 28, 2024
Stocks gain as inflation data is in focus

Stats and central bank speakers take center stage this week.

By Bloomberg
Fed should better explain decisions, says Cleveland president
RIA NEWS MAY 28, 2024
Fed should better explain decisions, says Cleveland president

Loretta Mester says people should be helped to understand policy.

By Bloomberg
Bitcoin slips in wake of failed $9B crypto exchange
RIA NEWS MAY 28, 2024
Bitcoin slips in wake of failed $9B crypto exchange

Administrators are dealing with the collapse of the Mt. Gox exchange.

By Bloomberg
Trump presidency would be worse for US debt, bond market than Biden, says Bill Gross
RIA NEWS MAY 27, 2024
Trump presidency would be worse for US debt, bond market than Biden, says Bill Gross

The famed bond king has weighed in, saying Donald Trump’s “more disruptive” tax and fiscal policies would aggravate the budget deficit.

By Leo Almazora
From 'investing' as a kid to solo practice success
RIA NEWS MAY 27, 2024
From 'investing' as a kid to solo practice success

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Keary Castleberry, Snowden Lane Partners.

By Josh Welsh
Bringing the five pillars of wealth management together
RIA NEWS MAY 27, 2024
Bringing the five pillars of wealth management together

InvestmentNews Awards 2024, Advisor of the Year (Western region): Dave Alison, Alison Wealth Management and C2P Enterprises

By Josh Welsh
Citi, HSBC, Barclays amp up back-to-office pressure
PRACTICE MANAGEMENT MAY 25, 2024
Citi, HSBC, Barclays amp up back-to-office pressure

The banks are pushing more staff to report for in-person work as Finra shifts its rules around workplace monitoring.

By Bloomberg
Former rap star Vanilla Ice disses death taxes
RIA NEWS MAY 24, 2024
Former rap star Vanilla Ice disses death taxes

Rather than leaving cash exposed to “vulture” lawyers, the ‘90s chart-topper prefers two estate tax planning solutions.

By Leo Almazora
Starwood latest nontraded REIT with concerns
ALTERNATIVES MAY 24, 2024
Starwood latest nontraded REIT with concerns

Nontraded REITs are facing hurdles, higher interest rates, headlines about half-empty office buildings, and investors pulling their money from products.

By Bruce Kelly
Better to follow the yellow brick road than stocks so far in 2024
RIA NEWS MAY 24, 2024
Better to follow the yellow brick road than stocks so far in 2024

Gold has outperformed stocks year-to-date, but will its golden run last through the summer?

By Gregg Greenberg