RIA News

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JPMorgan leans into direct lending with fresh $50B commitment
INVESTING ALTERNATIVES FEB 24, 2025
JPMorgan leans into direct lending with fresh $50B commitment

The Wall Street giant's enhanced effort to support "origination machine" underlines banks' growing incursion into the $1.6 trillion territory traditionally controlled by asset managers and credit shops.

By Bloomberg
Robinhood says SEC has dropped investigation, declares bigger crypto ambitions
INVESTING ALTERNATIVES FEB 24, 2025
Robinhood says SEC has dropped investigation, declares bigger crypto ambitions

With looser regulations in the offing, the digital trading platform is looking forward to expanding its trading business further beyond traditional brokerage services.

By Leo Almazora
Is the US economy getting better or worse? That depends on who you ask
RIAS RIA NEWS FEB 24, 2025
Is the US economy getting better or worse? That depends on who you ask

Uncertainty on trade, inflation are among concerning factors.

By Steve Randall
Warren Buffett reveals tax milestone, addresses $334B cash stockpile
INVESTING EQUITIES FEB 24, 2025
Warren Buffett reveals tax milestone, addresses $334B cash stockpile

Billionaire's letter to investors follows positive earnings report.

By Steve Randall
Baby boomers not rushing to create wealth transfer plans
RIAS RIA NEWS FEB 23, 2025
Baby boomers not rushing to create wealth transfer plans

They have been expected to soon be passing trillions of dollars to their heirs. But financial advisors say they are in no rush to do so.

By Gregg Greenberg
From empty rooms to enduring legacy: How Bruce Vaughn built his advisory
RIAS RIA NEWS FEB 21, 2025
From empty rooms to enduring legacy: How Bruce Vaughn built his advisory

“You don’t want to be working with someone who retires right before you need them most”—how VLP Financial Advisors reshaped growth and succession

By Manal Ali
Crypto sent reeling by world’s biggest ever heist
RIAS RIA NEWS FEB 21, 2025
Crypto sent reeling by world’s biggest ever heist

Cryptocurrency exchange scrambles for emergency loan after suspected North Korean hack

By Matthew Sellers
Healthcare shocks could cost retirees dearly, warns study
ADVISOR NEWS RETIREMENT PLANNING FEB 21, 2025
Healthcare shocks could cost retirees dearly, warns study

Data analysis reveals how long-term care and medical shocks impact Medicaid enrolment, household wealth, and out-of-pocket medical expenses among retirees.

By Leo Almazora
Trump Media takes finance ambitions further with investment fund
INVESTING MUTUAL FUNDS FEB 21, 2025
Trump Media takes finance ambitions further with investment fund

The parent company of Truth Social said it will look for companies set to benefit from the "growing America First Economy."

By Bloomberg
Government efficiency effort set to hit more than 6,000 jobs at IRS
RIAS RIA NEWS FEB 21, 2025
Government efficiency effort set to hit more than 6,000 jobs at IRS

The plan to downsize the federal tax agency's workforce will largely impact Biden-era hires, according to an inside source.

By Leo Almazora
Texas gives thumbs up for state-registered RIAs to use online reviews
RIAS PRACTICE MANAGEMENT FEB 21, 2025
Texas gives thumbs up for state-registered RIAs to use online reviews

The decision fixes a longstanding inequality between local advisors and their federally registered counterparts, according to one advocate.

By Leo Almazora
European stocks are finally leading. Should financial advisors follow?
RIAS RIA NEWS FEB 21, 2025
European stocks are finally leading. Should financial advisors follow?

Wealth managers offer their investment outlooks on newly resurgent European stocks.

By Gregg Greenberg
Coinbase says SEC is ready to drop enforcement case
INVESTING ALTERNATIVES FEB 21, 2025
Coinbase says SEC is ready to drop enforcement case

The crypto exchange giant says the dismissal, which is still pending approval, would "right a major wrong" and pave the way for constructive rulemaking.

By Leo Almazora
Wall Street is hawking ETFs that ape the private equity boom
INVESTING ALTERNATIVES FEB 21, 2025
Wall Street is hawking ETFs that ape the private equity boom

With private asset ETFs still awaiting regulatory approval, opportunistic issuers are continuing to crank out products that promise the next best thing.

By Bloomberg
Lower-grade debt a hot area for CLO ETFs, asset managers say
INVESTING ETFS FEB 21, 2025
Lower-grade debt a hot area for CLO ETFs, asset managers say

The AAA-rated collateralized loan obligation ETF space is getting crowded. ETF sponsors have been building out products focused on lower credit ratings, with the potential for higher yields.

Wealth firms eye tech, AI to drive growth in 2025
RIAS PRACTICE MANAGEMENT FEB 21, 2025
Wealth firms eye tech, AI to drive growth in 2025

Report finds three-fifths of leading executives prioritize improving data analytics and customer engagement, but costs and data security pose concerns.

By Leo Almazora
Wealthy Americans buck a wider trend on savings intentions, but that may change
RIAS RIA NEWS FEB 21, 2025
Wealthy Americans buck a wider trend on savings intentions, but that may change

US retailers may face additional challenges as consumer spending eases.

By Steve Randall
It turns out most people don't think real estate is the best long-term investment
RIAS RIA NEWS FEB 21, 2025
It turns out most people don't think real estate is the best long-term investment

New report also reveals which asset makes people uncomfortable.

By Steve Randall
Vermont selects Vestwell to administer 529 savings program
RIAS RIA NEWS FEB 20, 2025
Vermont selects Vestwell to administer 529 savings program

Building on existing partnerships in auto-IRA and disability savings, the deal solidifies the fintech platform's role supporting investors in the state.

By Leo Almazora
Billionaire Perot cites 'big concern' on Trump tariff threats
RIAS RIA NEWS FEB 20, 2025
Billionaire Perot cites 'big concern' on Trump tariff threats

The second-term president's "inflationary and confusing" pronouncements notwithstanding, the Texas real estate tycoon and longtime Republican backer said he feels no voter's remorse.

By Bloomberg