RIA News

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Faith-based investing on the rise as world grows more chaotic
RIAS RIA NEWS NOV 03, 2023
Faith-based investing on the rise as world grows more chaotic

ESG may have dominated the headlines, but faith-based investing has steadily – and quietly — been on the rise.

By Gregg Greenberg
Jobs report suggests Fed may be done tightening
RIAS RIA NEWS NOV 03, 2023
Jobs report suggests Fed may be done tightening

The October employment data point to a cooling labor market, which reinforces market views that the Fed may be done with its rate hikes.

By Bloomberg
Dakota Wealth AUM nears $4B with acquisition of family-run practice
RIAS RIA NEWS NOV 03, 2023
Dakota Wealth AUM nears $4B with acquisition of family-run practice

The deal adds two offices to Dakota's footprint.

By Steve Randall
Five advisors managing $550M switch to LPL from Ameriprise  
RIAS RIA NEWS NOV 03, 2023
Five advisors managing $550M switch to LPL from Ameriprise  

Ohio-based team has more than 115 years of combined industry experience.

By Steve Randall
Crypto convict: Bankman-Fried will spend decades in jail
RIAS RIA NEWS NOV 03, 2023
Crypto convict: Bankman-Fried will spend decades in jail

FTX founder committed "one of the biggest financial frauds in American history" and justice was swift.

By Bloomberg
US jobs data in focus, markets optimistic
RIAS RIA NEWS NOV 03, 2023
US jobs data in focus, markets optimistic

It's hoped the stats will give weight to a looser rates policy from the Fed.

By Bloomberg
BofA strategist sees year-end equities rally, risk of recession
RIAS RIA NEWS NOV 03, 2023
BofA strategist sees year-end equities rally, risk of recession

Wall Street bear Michael Hartnett says technical barriers should not block S&P 500 rally.

By Bloomberg
What next for crypto as FTX founder is jailed?
RIAS RIA NEWS NOV 03, 2023
What next for crypto as FTX founder is jailed?

Has the fraud eroded trust in digital assets or can the industry rebound?

By Bloomberg
Capital Group says now is the time to buy global stocks
RIAS RIA NEWS NOV 03, 2023
Capital Group says now is the time to buy global stocks

Fed pause creates a window of opportunity for investors, says $2.3T manager.

By Bloomberg
ESG groups unite on words amid fight against sustainable investing
RIAS RIA NEWS NOV 02, 2023
ESG groups unite on words amid fight against sustainable investing

A new list of definitions may help clear up confusion around ESG.

By Emile Hallez
Jordan Belfort is back on Wall Street and talking with InvestmentNews
RIAS RIA NEWS NOV 02, 2023
Jordan Belfort is back on Wall Street and talking with InvestmentNews

The former financial fraudster made famous by Leonardo DiCaprio is now promoting index funds and leading the charge against the 'Wall Street fee machine.'

By Gregg Greenberg
Equities gain as Fed signals potential end to rate hiking
RIAS RIA NEWS NOV 02, 2023
Equities gain as Fed signals potential end to rate hiking

World markets have reacted to Fed chair Jerome Powell's comments.

By Bloomberg
Gen Z is running out of cash, and that's bad for the economy
RIAS RIA NEWS NOV 02, 2023
Gen Z is running out of cash, and that's bad for the economy

Poll reveals fewer Americans can cover a $400 emergency expense.

By Bloomberg
Ultra-rich investors are pulling back from $1M+ artworks
RIAS RIA NEWS NOV 02, 2023
Ultra-rich investors are pulling back from $1M+ artworks

The high-end art market is thinning out according to UBS.

By Bloomberg
Vanguard will shutter China office next year, but it could return
RIAS RIA NEWS NOV 02, 2023
Vanguard will shutter China office next year, but it could return

The firm says it will monitor the market for further opportunities.

By Bloomberg
World's largest pension fund drops $4.5B in third quarter
RIAS RIA NEWS NOV 02, 2023
World's largest pension fund drops $4.5B in third quarter

GPIF posted the huge loss due to decline for domestic bonds.

By Bloomberg
Schwab cuts more than 2,000 jobs amid TD integration
RIAS RIA NEWS NOV 01, 2023
Schwab cuts more than 2,000 jobs amid TD integration

The firm is trying to curb costs as it continues to integrate TD Ameritrade.

By Bloomberg
Alexandra Lebenthal joins Rockefeller
RESOURCES WOMEN ADVISOR COMMUNITY NOV 01, 2023
Alexandra Lebenthal joins Rockefeller

Third-generation Wall Streeter will continue focus on women-led businesses.

By InvestmentNews
Fed signals concern about rise in Treasury yields
RIAS RIA NEWS NOV 01, 2023
Fed signals concern about rise in Treasury yields

Some officials have said the recent surge in long-term Treasury yields may reduce the need for further rate increases.

By Bloomberg
Choreo acquires $8.1B wealth management unit of accounting firm BDO
RIAS RIA NEWS NOV 01, 2023
Choreo acquires $8.1B wealth management unit of accounting firm BDO

Thirty-three employees will join Choreo from BDO, including 17 advisors; the deal also adds seven locations to Choreo's network.

By InvestmentNews