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Mariner Wealth Advisors adds new growth streams with $1.8B firm acquisition
RIAS RIA NEWS NOV 13, 2023
Mariner Wealth Advisors adds new growth streams with $1.8B firm acquisition

The deal will extend the firm's outsource investment management capabilities.

By Steve Randall
Is it time to invest in people's $8.5T investment in themselves?
RIAS RIA NEWS NOV 13, 2023
Is it time to invest in people's $8.5T investment in themselves?

The global wellness sector is set for exponential growth.

By Steve Randall
When will the Fed start cutting rates? Wall Street titans disagree
RIAS RIA NEWS NOV 13, 2023
When will the Fed start cutting rates? Wall Street titans disagree

Morgan Stanley and Goldman Sachs have different views of what's ahead.

By Bloomberg
Dudley warns US fiscal position is on an 'unsustainable trajectory'
RIAS RIA NEWS NOV 13, 2023
Dudley warns US fiscal position is on an 'unsustainable trajectory'

The former New York Fed president says the outlook isn't good.

By Bloomberg
US assets set to outperform in 2024, says Morgan Stanley
RIAS RIA NEWS NOV 13, 2023
US assets set to outperform in 2024, says Morgan Stanley

Stocks and bonds will do better than EM peers but expect a dip first.

By Bloomberg
Cyber 'catastrophe bonds' could be heading to public debt markets
RIAS RIA NEWS NOV 13, 2023
Cyber 'catastrophe bonds' could be heading to public debt markets

Investments typically associated with natural disasters are increasingly available to mitigate cyber-risk costs.

By Bloomberg
Giant bank goes old school as hack bites
ADVISOR NEWS FINTECH NOV 10, 2023
Giant bank goes old school as hack bites

Regulators, governments try to assess fallout as suspected Russian cyberattack creates mayhem.

By Matthew Sellers
Consumers lean on unsecured debt as cost of living bites, reports TransUnion
RIAS RIA NEWS NOV 10, 2023
Consumers lean on unsecured debt as cost of living bites, reports TransUnion

Bank card and personal loan balances rise 15% while mortgage originations tumble.

By Steve Randall
Emigrant Partners plans for growth with strategic hires, team expansions
RIAS RIA NEWS NOV 10, 2023
Emigrant Partners plans for growth with strategic hires, team expansions

The firm works with wealth and asset managers with a collective $96B AUM.

By Steve Randall
Illinois advisor moves $230M practice to LPL from Wells Fargo
RIAS RIA NEWS NOV 10, 2023
Illinois advisor moves $230M practice to LPL from Wells Fargo

25-year industry veteran seeks greater autonomy for next stage of his career.

By Steve Randall
JPMorgan's $290M for Epstein victims sends a signal to the industry
RIAS RIA NEWS NOV 10, 2023
JPMorgan's $290M for Epstein victims sends a signal to the industry

Federal court judge approves substantial payout and says the industry must take responsibility.

By Bloomberg
Pimco's $10B inflows was shining light in Allianz earnings
RIAS RIA NEWS NOV 10, 2023
Pimco's $10B inflows was shining light in Allianz earnings

The bond management business helped offset losses in the global firm’s insurance operations.

By Bloomberg
Can US, China reach climate agreements ahead of COP 28?
RIAS RIA NEWS NOV 10, 2023
Can US, China reach climate agreements ahead of COP 28?

A meeting in California aimed to find some common ground.

By Bloomberg
Goldman Sachs eyes Middle East growth with Credit Suisse hires
RIAS RIA NEWS NOV 10, 2023
Goldman Sachs eyes Middle East growth with Credit Suisse hires

Wall Street firm sees opportunity as region's ultra-wealthy population rises.

By Bloomberg
Advisors hustled to hang onto clients last year: Fidelity
RIAS RIA NEWS NOV 09, 2023
Advisors hustled to hang onto clients last year: Fidelity

'The conversation of the economy being in a recession has led to advisors not feeling stable for quite a while,' one executive says.

By Bruce Kelly
Advisors dig into the great commodity question
RIAS RIA NEWS NOV 09, 2023
Advisors dig into the great commodity question

'Investors interested in long-term exposure to a commodity may be better served investing in the equities of companies with exposure to the commodity,' one advisor says.

By Gregg Greenberg
Fed pushes Morgan Stanley to tighten wealth management controls
ADVISOR NEWS WIREHOUSES NOV 09, 2023
Fed pushes Morgan Stanley to tighten wealth management controls

The regulator wants to ensure enough is being done to prevent money laundering by international clients.

By Bloomberg
Holiday spending set to fall in US, 27 other countries
RIAS RIA NEWS NOV 09, 2023
Holiday spending set to fall in US, 27 other countries

Cost-of-living budget squeeze is bad news for retail and hospitality sectors.

By Bloomberg
InvestmentNews Women to Watch winners work to make an impact
RESOURCES WOMEN ADVISOR COMMUNITY NOV 08, 2023
InvestmentNews Women to Watch winners work to make an impact

'There are so many people who pushed me when I needed a nudge and pulled me up when I needed a hand,' says Kay Lynn Mayhue.

By Bruce Kelly
Women to Watch 2023 winners announced
RESOURCES WOMEN ADVISOR COMMUNITY NOV 08, 2023
Women to Watch 2023 winners announced

InvestmentNews honored the best in class at a ceremony in New York City.

By InvestmentNews