RIA News

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Risk appetite fades, stocks snap seven-day winning streak
RIAS RIA NEWS MAY 15, 2025
Risk appetite fades, stocks snap seven-day winning streak

Oil is also lower Thursday as investors take a breath.

By Bloomberg
No need for rate cuts now, says Fed's Daly
RIAS RIA NEWS MAY 15, 2025
No need for rate cuts now, says Fed's Daly

Policymakers can afford to be patient says Fed San Francisco president.

By Bloomberg
Gold drops again as haven demand eases
RIAS RIA NEWS MAY 15, 2025
Gold drops again as haven demand eases

More positive trade talks prompts bullion pullback.

By Bloomberg
Can Americans even afford RFK Jr.'s drive for healthier diets?
RIAS RIA NEWS MAY 15, 2025
Can Americans even afford RFK Jr.'s drive for healthier diets?

Reduced reliance on ultra-high-processed food will be costly.

By Bloomberg
What should RIAs have on their regulatory radar right now?
RIAS RIA NEWS MAY 14, 2025
What should RIAs have on their regulatory radar right now?

With a new regime at the SEC, Savvy Wealth's Lisandra Wilmott speaks out on ongoing and unfolding risks around off-channel communications, AI, and private market investments.

By Leo Almazora
Young workers prioritize money alongside meaning and happiness
RIAS RIA NEWS MAY 14, 2025
Young workers prioritize money alongside meaning and happiness

But financial security among Gen Zs and Millennials is on the rise

By Steve Randall
Emigrant Bank appoints Mark Rogozinski to lead family office services
RIAS RIA NEWS MAY 14, 2025
Emigrant Bank appoints Mark Rogozinski to lead family office services

The veteran leader from Cresset will support Emigrant's network of high-net-worth advisory firms and specialty platforms.

By Leo Almazora
Financial caregiving is a challenge that more advisors need to address
RIAS RIA NEWS MAY 14, 2025
Financial caregiving is a challenge that more advisors need to address

Younger, affluent households are increasingly burdened, study reveals.

By Steve Randall
After investment success, Warren Buffett-backed college at risk from GOP tax threat
RIAS RIA NEWS MAY 14, 2025
After investment success, Warren Buffett-backed college at risk from GOP tax threat

Draft tax legislation by House Republicans raises concerns for aid-giving private universities, with steep hikes on levies based on "lifeblood" endowment dollars per pupil.

By Bloomberg
Betterment bolsters pitch to RIAs with Rowboat Advisors deal
ADVISOR NEWS FINTECH MAY 14, 2025
Betterment bolsters pitch to RIAs with Rowboat Advisors deal

The challenger custodial platform's latest agreement will give advisor users access to enhanced portfolio capabilities including single stock support, tax management, and direct indexing.

By Leo Almazora
Don't forget the downsides of interval funds, Morningstar warns
INVESTING ALTERNATIVES MAY 14, 2025
Don't forget the downsides of interval funds, Morningstar warns

Easy-to-miss fees and incentives around assets managed could make such alts vehicles a losing proposition for investors.

By Leo Almazora
Private credit's latest golden moment conceals market cracks
INVESTING ALTERNATIVES MAY 14, 2025
Private credit's latest golden moment conceals market cracks

Companies backed by private capital continue squeezed by stubbornly high interest rates and expected impact of Trump tariffs.

By Bloomberg
Empower opens door to private markets in retirement plans
ADVISOR NEWS RETIREMENT PLANNING MAY 14, 2025
Empower opens door to private markets in retirement plans

The firm is partnering with Apollo, Goldman Sachs, Sagard and others to launch collective investment trusts aimed at portfolio diversification.

By Leo Almazora
Rothschild Wealth Partners, NBC Securities expand C-suite
RIAS RIA NEWS MAY 14, 2025
Rothschild Wealth Partners, NBC Securities expand C-suite

The firms expect their newest C-level hires, one coming from Morningstar and the other with experience from Morgan Stanley and Stifel, to help drive their respective growth efforts.

By Leo Almazora
Stocks fluctuate as 2025 losses erased; tech stocks rebound
RIAS RIA NEWS MAY 14, 2025
Stocks fluctuate as 2025 losses erased; tech stocks rebound

Investors weigh the impact of US-China trade truce.

By Bloomberg
Wall Street sees stronger growth for China
RIAS RIA NEWS MAY 14, 2025
Wall Street sees stronger growth for China

Firms have updated forecasts as trade tensions ease.

By Bloomberg
Robinhood rival EToro raises almost $620M in US IPO
RIAS RIA NEWS MAY 14, 2025
Robinhood rival EToro raises almost $620M in US IPO

Share issue beat expectations for online trading platform.

By Bloomberg
Trump favors $40-$50 oil, Goldman analysis reveals
RIAS RIA NEWS MAY 14, 2025
Trump favors $40-$50 oil, Goldman analysis reveals

Analysts identifies president's preferred range for WTI.

By Bloomberg
AlTI Global posts Q1 growth; maintains ESG-investing approach
RIAS RIA NEWS MAY 14, 2025
AlTI Global posts Q1 growth; maintains ESG-investing approach

Despite a cooling U.S. appetite for ESG funds, AlTi Tiedemann Global reported a 14% revenue surge and a 38% jump in adjusted EBITDA for Q1, while doubling down on its social impact mission for investing.

By Andrew Cohen
Advisor Moves: Raymond James, NewEdge Wealth announce new additions
RIAS RIA NEWS MAY 13, 2025
Advisor Moves: Raymond James, NewEdge Wealth announce new additions

Advisor transitions involve more than $600 million AUM

By Steve Randall