RIA News

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Former Goldman Sachs senior leader takes new role at TPG
RIA NEWS FEB 06, 2024
Former Goldman Sachs senior leader takes new role at TPG

The asset manager sees significant opportunity in infrastructure and real assets.

By Steve Randall
Another central bank holds rates but warns hikes still possible
RIA NEWS FEB 06, 2024
Another central bank holds rates but warns hikes still possible

It's a further blow to expectations of a swift reduction in global interest rates.

By Bloomberg
Is active fund management investors’ only hope for 2024 outperformance?
RIA NEWS FEB 05, 2024
Is active fund management investors’ only hope for 2024 outperformance?

Study of North American fund selectors underscores concerns around future of passive strategies, growing interest in model portfolios and SMAs.

By Leo Almazora
Osaic CEO says 'day of reckoning' coming for RIA market
RIA NEWS FEB 05, 2024
Osaic CEO says 'day of reckoning' coming for RIA market

"Will there be more RIAs for sale than there are buyers at the trough?" Jamie Price asks.

By Bruce Kelly
BofA cuts CEO pay following 2023 profit decline
WIREHOUSES FEB 05, 2024
BofA cuts CEO pay following 2023 profit decline

Bank reduces Brian Moynihan’s total compensation after its shares performed the worst among its biggest rivals.

By Bloomberg
Fed pause means advisors may need to get real with house-hunting clients
RIA NEWS FEB 05, 2024
Fed pause means advisors may need to get real with house-hunting clients

Potential homebuyers may be looking at a 30-year fixed mortgage above 7 percent long past the spring buying season.

By Gregg Greenberg
RIA Summit Financial continues growth push
RIA NEWS FEB 05, 2024
RIA Summit Financial continues growth push

Independent advisor platform adds $725 million in assets with two new affiliate firms.

By Leo Almazora
Truist Financial agrees sale of $76B Sterling Capital to Canadian asset manager
RIA NEWS FEB 05, 2024
Truist Financial agrees sale of $76B Sterling Capital to Canadian asset manager

The Charlotte, North Carolina-based firm will join Guardian Capital.

By Steve Randall
OECD warns central banks to hold firm in inflation battle
RIA NEWS FEB 05, 2024
OECD warns central banks to hold firm in inflation battle

The organization says it's too soon to say inflation will be controlled by 2025.

By Bloomberg
Fed rate cuts may not come until summer at the earliest
RIA NEWS FEB 05, 2024
Fed rate cuts may not come until summer at the earliest

Jerome Powell set a dovish tone in an interview Sunday on CBS' 60 Minutes.

By Bloomberg
Advisor nominated for award says it ‘felt like being a winner’
RIA NEWS FEB 05, 2024
Advisor nominated for award says it ‘felt like being a winner’

Nominations for the inaugural InvestmentNews Awards are open. Nominate someone today!

By Josh Welsh
Carson makes East Coast debut with strategic partnership
RIA NEWS FEB 02, 2024
Carson makes East Coast debut with strategic partnership

The wealth juggernaut gains key footholds with locations in two new markets

By Leo Almazora
Commission-free annuity sales trend remains strong, says DPL founder
RIA NEWS FEB 02, 2024
Commission-free annuity sales trend remains strong, says DPL founder

DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.

By Gregg Greenberg
Surge in January payrolls, wages dampens hopes for March rate cut
RIA NEWS FEB 02, 2024
Surge in January payrolls, wages dampens hopes for March rate cut

Nonfarm payrolls surged 353,000 in January, and average hourly earnings jumped 0.6%.

By Bloomberg
Financial planning softwares and CRM platforms in the spotlight
FINTECH FEB 02, 2024
Financial planning softwares and CRM platforms in the spotlight

InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.

By InvestmentNews
Understanding the ‘why’ behind the investment
RIA NEWS FEB 02, 2024
Understanding the ‘why’ behind the investment

CEO explains her three core beliefs that have propelled her firm’s success.

By Emily Douglas
Firm’s growth based on trust and accountability
RIA NEWS FEB 02, 2024
Firm’s growth based on trust and accountability

Veteran advisor says the challenge has remained the same – can you offer a client something better?

By Emily Douglas
Using authentic content to attract like-minded clients
RIA NEWS FEB 02, 2024
Using authentic content to attract like-minded clients

Why content is king for wealth management firm.

By Emily Douglas
LPL Financial continues to steam along in recruiting
INDEPENDENT BROKER DEALERS FEB 02, 2024
LPL Financial continues to steam along in recruiting

After some weakness in January, LPL expects recruiting to pick up this month and next.

By Bruce Kelly
Mariner Wealth Advisors adds $104B AUA with double acquisition
RIA NEWS FEB 02, 2024
Mariner Wealth Advisors adds $104B AUA with double acquisition

The firm is creating a new institutional business unit.

By Steve Randall