RIA News

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Gold in decline after biggest one-day drop in two years
RIA NEWS APR 23, 2024
Gold in decline after biggest one-day drop in two years

Geopolitics and higher-for-longer rates are weakening demand.

By Bloomberg
Binance's bitcoin trading market share tumbles as rivals gain
RIA NEWS APR 23, 2024
Binance's bitcoin trading market share tumbles as rivals gain

World's largest crypto platform's share of trades drops from 81% to 55%.

By Bloomberg
Solid start to wealth management deals in 2024: report
RIA NEWS APR 22, 2024
Solid start to wealth management deals in 2024: report

"We’re seeing continued deal flow of mid-sized and smaller RIAs, along with broker-dealers, too," one banker said.

By Bruce Kelly
Should advisors be looking for gold alternatives?
RIA NEWS APR 22, 2024
Should advisors be looking for gold alternatives?

Gold has been shining this year, but there are other precious metals that advisors may want to consider adding to portfolios.

By Gregg Greenberg
Ritholtz Wealth expands its California footprint
RIA NEWS APR 22, 2024
Ritholtz Wealth expands its California footprint

The $4B RIA has announced the opening of a new office branch in Los Angeles, led by a 15-year industry veteran.

By Leo Almazora
Alpha Capital taps industry vet as portfolio management lead
RIA NEWS APR 22, 2024
Alpha Capital taps industry vet as portfolio management lead

The outsourced family office, headquartered in Colorado, is welcoming an UHNW wealth advisor who managed more than $500M at Northern Trust.

By Leo Almazora
Goldman strikes deal to exit robo business
FINTECH APR 22, 2024
Goldman strikes deal to exit robo business

The banking behemoth is transferring its automated investing business to Betterment as it refocuses on its Wall Street operations.

By Bloomberg
InvestmentNews Awards excellence awardees revealed
RIA NEWS APR 22, 2024
InvestmentNews Awards excellence awardees revealed

The inaugural awards night on June 20 will celebrate the industry's best and brightest. Did you make the list?

By Josh Welsh
Asset managers propose strategic partnership to expand US, global distribution
RIA NEWS APR 22, 2024
Asset managers propose strategic partnership to expand US, global distribution

The proposal involves a Texas firm and the US operation of a European asset manager.

By Steve Randall
Are earnings likely to grow? Wall Street strategists are split
RIA NEWS APR 22, 2024
Are earnings likely to grow? Wall Street strategists are split

The ability of Corporate America to deliver results is in question.

By Bloomberg
BlackRock leads the pack on climate transition: Morningstar
RIA NEWS APR 22, 2024
BlackRock leads the pack on climate transition: Morningstar

Asset manager revealed as 'incontestable leader' in key ESG factor.

By Bloomberg
Greenback bounceback set to stay
RIA NEWS APR 22, 2024
Greenback bounceback set to stay

The resurgent US dollar reflects global view of the economy.

By Bloomberg
LPL's Chris Cassidy talks Atria deal, credit unions
INDEPENDENT BROKER DEALERS APR 19, 2024
LPL's Chris Cassidy talks Atria deal, credit unions

'Credit unions are nonprofit institutions, so that creates a collaborative approach,' Cassidy says.

By Bruce Kelly
Captrust M&A head Benton reveals departure plans
RIA NEWS APR 19, 2024
Captrust M&A head Benton reveals departure plans

The four-decade veteran behind the firm's inorganic growth strategy is departing to start his own business.

By Leo Almazora
Pioneering a fee-only future in wealth management – with Lynn Chen-Zhang of Zhang Financial
RIA NEWS APR 19, 2024
Pioneering a fee-only future in wealth management – with Lynn Chen-Zhang of Zhang Financial

Discover how Lynn Chen-Zhang’s commitment to a fee-only model and a client-centric culture earned her a place on InvestmentNews’ Hot List of 2023.

By Max Rowan
Investors remain optimistic despite growing economic concerns: Morgan Stanley
RIA NEWS APR 19, 2024
Investors remain optimistic despite growing economic concerns: Morgan Stanley

But how will changing expectations of a soft landing impact portfolio management?

By Steve Randall
Schroders announces senior leadership appointments
RIA NEWS APR 19, 2024
Schroders announces senior leadership appointments

Global firm's equities business has a new co-head for developed markets.

By Steve Randall
What does succession look like for $6B Armani?
RIA NEWS APR 19, 2024
What does succession look like for $6B Armani?

An IPO or merger could be on the cards as the billionaire designer turns 90.

By Bloomberg
RIAs considering more private credit in portfolios: Study
RIA NEWS APR 18, 2024
RIAs considering more private credit in portfolios: Study

Advisors like its high yield potential, better risk-adjusted returns and diversification benefits, according to the survey.

By Josh Welsh
Employers falling short of workers’ benefits expectations
RETIREMENT PLANNING APR 18, 2024
Employers falling short of workers’ benefits expectations

Two national surveys examining employer-provided plans point to gaps in retirement confidence and health benefits.

By Leo Almazora