RIA News

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Two-year yields fall on trade war anxiety
FIXED INCOME MAY 06, 2025
Two-year yields fall on trade war anxiety

Record-high trade deficit raises stakes for investors, with the Fed now expected to deliver three quarter-point cuts this year.

By Bloomberg
iCapital, Opto strike new RIA partnerships
ALTERNATIVES MAY 06, 2025
iCapital, Opto strike new RIA partnerships

The two alts tech platforms are forging new alliances to support evolving portfolio construction and due diligence in private markets.

By Leo Almazora
Google may be forced to sell a key part of its business
RIA NEWS MAY 06, 2025
Google may be forced to sell a key part of its business

US Justice Department highlights online advertising monopoly.

By Bloomberg
Helping wealthy Americans evade tax just cost Credit Suisse $511M
REGULATION, LEGAL & COMPLIANCE MAY 06, 2025
Helping wealthy Americans evade tax just cost Credit Suisse $511M

Action follows years of investigation by US law enforcement.

By Steve Randall
Goldman Sachs to offer public-private model portfolios for RIAs
RIA NEWS MAY 06, 2025
Goldman Sachs to offer public-private model portfolios for RIAs

Solution aims to ease managing diversified private markets allocations at scale.

By Steve Randall
Advisors watching for dip in fees on biggest clients: Cerulli
RIA NEWS MAY 05, 2025
Advisors watching for dip in fees on biggest clients: Cerulli

Financial advisors are becoming a bit more leery that fees, particularly for their wealthiest clients, are on the verge of taking a hit.

By Bruce Kelly
Blackstone taps former Lazard leader Jennifer Abate to head RIA wealth unit
ALTERNATIVES MAY 05, 2025
Blackstone taps former Lazard leader Jennifer Abate to head RIA wealth unit

The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space.

By Leo Almazora
The 'magic number' of $1.3M for retirement: on the money, or off the mark?
RETIREMENT PLANNING MAY 05, 2025
The 'magic number' of $1.3M for retirement: on the money, or off the mark?

While it's a useful rule of thumb, wealth industry experts agree Social Security benefits, retirement income planning, and individual expenses should also be factored in.

By Leo Almazora
Wall Street's biggest bull stands pat on S&P 7,000 call
EQUITIES MAY 05, 2025
Wall Street's biggest bull stands pat on S&P 7,000 call

The holdout optimist from Wells Fargo sees market "past peak uncertainty" as trade war fears push many cheerleaders to pare back their predictions.

By Bloomberg
2025 InvestmentNews Awards: The race is on
RIA NEWS MAY 05, 2025
2025 InvestmentNews Awards: The race is on

Last year's standout winners reflect on their triumph as the wealth industry gears up for another unforgettable night in New York City.

By Chris Davis
AdvicePay beefs up compensation tech capabilities with AdvisorBOB acquisition
FINTECH MAY 05, 2025
AdvicePay beefs up compensation tech capabilities with AdvisorBOB acquisition

The deal aims to help advisors streamline their compensation processes while expanding AdvicePay’s reach across the full revenue cycle.

By Leo Almazora
MIT joins colleges tapping bond markets amid federal funding threats
FIXED INCOME MAY 05, 2025
MIT joins colleges tapping bond markets amid federal funding threats

The elite college is just the latest institution turning to taxable bond sales as the Trump White House continues to exert political pressure.

By Bloomberg
Raymond James unveils advisor equity financing program
INDEPENDENT BROKER DEALERS MAY 05, 2025
Raymond James unveils advisor equity financing program

The independent B-D giant is burnishing its appeal to independent advisors with a new offer to take minority stakes in qualified practices.

By Leo Almazora
Edelman snaps up Cahill Wealth Management in 2025 deal debut
RIA NEWS MAY 05, 2025
Edelman snaps up Cahill Wealth Management in 2025 deal debut

Transaction adds $426 million in assets and expands Edelman Financial Engines' reach into life sciences-focused wealth planning

By Leo Almazora
Advisor moves: Americana nabs $1.5B Morgan Stanley quartet, LPL welcomes $300M Osaic group
INDEPENDENT BROKER DEALERS MAY 05, 2025
Advisor moves: Americana nabs $1.5B Morgan Stanley quartet, LPL welcomes $300M Osaic group

Wall Street breakaways bolster Americana's reach in Houston as a 10-advisor ensemble in New Jersey make their move to LPL.

By Leo Almazora
US futures lower but global markets rise amid renewed hopes of Trump deals
EQUITIES MAY 05, 2025
US futures lower but global markets rise amid renewed hopes of Trump deals

But foreign movies are now deemed a ‘national security risk’

By Steve Randall
Warren Buffett stuns investors with retirement from $1T Berkshire Hathaway
RIA NEWS MAY 04, 2025
Warren Buffett stuns investors with retirement from $1T Berkshire Hathaway

Veteran investor to step down aged 94, as earnings disappoint

By Steve Randall
Q1 annuity sales top $105B amid persistent economic worries: Limra
RETIREMENT PLANNING MAY 02, 2025
Q1 annuity sales top $105B amid persistent economic worries: Limra

Limra data show RILAs and variable annuities outperforming, while fixed-rate deferred sales lag their 2024 highs.

By Leo Almazora
Stocks continue historic winning streak as trade hopes, jobs data drive rebound
EQUITIES MAY 02, 2025
Stocks continue historic winning streak as trade hopes, jobs data drive rebound

The S&P 500's longest rally in more than 20 years came amid evidence of labor market resilience in the immediate wake of April's Liberation Day tariffs.

By Bloomberg
Americans' longevity illiteracy puts retirement at risk, finds new research
RETIREMENT PLANNING MAY 02, 2025
Americans' longevity illiteracy puts retirement at risk, finds new research

With membership in the "century club" expected to quadruple in three decades, joint studies from Nationwide and the TIAA Institute shed new light on people's planning blind spots.

By Leo Almazora