RIA News

Displaying 36702 results
ESG investors concerned about 'AI blowback'
RIAS RIA NEWS NOV 27, 2023
ESG investors concerned about 'AI blowback'

Fund managers are worried about risks in the big tech sector.

By Bloomberg
Four potential pitfalls for growing EMs
RIAS RIA NEWS NOV 27, 2023
Four potential pitfalls for growing EMs

Despite current upward trajectory, there are some headwinds for emerging markets.

By Bloomberg
Osaic picks up almost $500M as two teams switch to AmeriFlex
RIAS RIA NEWS NOV 24, 2023
Osaic picks up almost $500M as two teams switch to AmeriFlex

A dozen advisors have been recruited to the firm across multiple states.

By Steve Randall
Most millennials value life insurance, but cost and confusion are holding them back
INVESTING LIFE INSURANCE AND ANNUITIES NOV 24, 2023
Most millennials value life insurance, but cost and confusion are holding them back

The generation appears split on some key components of life insurance.

By Steve Randall
European stocks reflect weak data, recession fears
RIAS RIA NEWS NOV 24, 2023
European stocks reflect weak data, recession fears

Global stocks struggled for direction with US markets closed Thursday.

By Bloomberg
Carbon trading markets set for boost at COP28
RIAS RIA NEWS NOV 24, 2023
Carbon trading markets set for boost at COP28

At the global climate conference in Dubai, envoys from more than 190 nations are set to discuss standards for credits.

By Bloomberg
Bitcoin bull Cathie Wood’s ARK cuts back holdings in top trust
RIAS RIA NEWS NOV 24, 2023
Bitcoin bull Cathie Wood’s ARK cuts back holdings in top trust

Data shows a 700,000-share sale in Bitcoin Trust since Oct. 23.

By Bloomberg
Barclays could axe 2,000 jobs in $1.3B cost saving, says Reuters
RIAS RIA NEWS NOV 24, 2023
Barclays could axe 2,000 jobs in $1.3B cost saving, says Reuters

Global banking group will share a new strategy with investors early in 2024.

By Bloomberg
Oil dips as OPEC+ delays meeting until Nov. 30
RIAS RIA NEWS NOV 24, 2023
Oil dips as OPEC+ delays meeting until Nov. 30

The meeting will be held online and is expected to result in a production cut.

By Bloomberg
National RIAs to merge to create $11.2B firm with plans to hire in 2024
RIAS RIA NEWS NOV 22, 2023
National RIAs to merge to create $11.2B firm with plans to hire in 2024

For one of the partners, it’s the second merger in as many months.

By Steve Randall
Steward Partners attracts 'peachy' $275M partner for its first Georgia offices
RIAS RIA NEWS NOV 22, 2023
Steward Partners attracts 'peachy' $275M partner for its first Georgia offices

Expansion comes via two advisors who join from Wells Fargo.

By Steve Randall
Binance to pay $4.3B in settlement as firm, CEO plead guilty
RIAS RIA NEWS NOV 22, 2023
Binance to pay $4.3B in settlement as firm, CEO plead guilty

Crypto exchange chief will also pay $50M as part of the agreement.

By Bloomberg
Sam Altman to return as CEO at OpenAI
RIAS RIA NEWS NOV 22, 2023
Sam Altman to return as CEO at OpenAI

The move comes just days after investors were blindsided by his removal.

By Bloomberg
Stocks mixed ahead of key economic data
RIAS RIA NEWS NOV 22, 2023
Stocks mixed ahead of key economic data

Last day of trading before US markets pause for the holidays.

By Bloomberg
Japan's value stocks to extend overperformance in 2024, says UBS
RIAS RIA NEWS NOV 22, 2023
Japan's value stocks to extend overperformance in 2024, says UBS

The relatively cheap stocks set to gain from rebounding economy.

By Bloomberg
How will you rate your fund providers and investment research platforms?
RIAS RIA NEWS NOV 21, 2023
How will you rate your fund providers and investment research platforms?

Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of fund providers and research platforms.

By InvestmentNews
Wealth inequality is result of 'pure randomness': Study
RIAS RIA NEWS NOV 21, 2023
Wealth inequality is result of 'pure randomness': Study

But advisors say there’s more to the wealth gap than 'just luck.'

By Josh Welsh
Husband and wife managing $260M join Raymond James from Edward Jones
RIAS RIA NEWS NOV 21, 2023
Husband and wife managing $260M join Raymond James from Edward Jones

Virginia-based advisors says it was a hard decision to switch after two decades.

By Steve Randall
Bond managers urge investors to put their cash reserves to work
RIAS RIA NEWS NOV 21, 2023
Bond managers urge investors to put their cash reserves to work

With the Fed expected to start cutting rates in 2024, cash may not be a winner for long.

By Bloomberg
Citigroup lifer leaves head of wealth services role amid reorganization
ADVISOR NEWS INDEPENDENT BROKER DEALERS NOV 21, 2023
Citigroup lifer leaves head of wealth services role amid reorganization

The Wall Street firm is working on an overhaul of its wealth business structure.

By Bloomberg