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AlTi’s upper-high-net-worth ambitions get $450M boost
The global wealth and alternatives manager is getting strategic investments from Allianz X and Constellation Wealth Capital.
New role announced for Nitrogen co-founder and former CEO
Aaron Klein brings two decades of experience to wealthtech consultancy.
Financial crime compliance costs reach $61B for financial institutions
LexisNexis report reveals almost all firms in the US and Canada are affected.
Nvidia earnings outpacing its stock, which is still relatively cheap
With AI soaring, the chipmaker keeps delivering for investors.
Private credit for infrastructure is soaring, at banks’ expense
The market is set for long-term growth amid energy transition.
Nikkei smashes 1989 record to enter uncharted territory
Asian tech stocks are rallying and Japan’s equities are on fire.
One of Wall Street’s highest-flying women is reportedly quitting
Goldman Sachs executive had been tipped for CFO and other top roles.
Former Triad broker’s medical company loses Florida real estate judgment
"This is more bad news," says a plaintiff's attorney.
Biden administration cancels $1.2B of federal student loans
The move wipes out loans for those who borrowed less than $12,000 for their higher education.
Citi boosts CEO Jane Fraser’s pay to $26M
The increase comes after Fraser initiated what's billed as the largest reworking of Citigroup in decades.
World’s biggest wholesale banks face slowdown in growth, warns Bain & Co.
Growth could even turn negative as era of cheap money and ultra-low rates ends.
Emerging-market stocks set to erase losses as valuations entice investors
After a $1 trillion wipeout, emerging markets are back in favor.
Hedge funds have cut back on Magnificent Seven holdings
Funds were net sellers of big tech stocks in the fourth quarter.
HSBC commits to slashing carbon footprint in capital markets
The global banking group becomes one of the first to set targets.
‘Sobering’ report shows increasing reach of fintech over traditional firms
About a quarter of Americans have tried a tech-based savings or investing service, and companies with scale are getting the most business, a report from Hearts & Wallets finds.
Black, Hispanic investors younger, more open to risk: Report
Minority investors are more likely to engage in risky investments such as meme stocks, cryptocurrencies, and options, according to a report from the Finra Investor Education Foundation.
Number of CFPs hits new global high
The latest numbers point to four booming markets for financial planning professionals, including two double-digit growth hotspots.
Mega-RIAs still winning out amid advisor growth surge: Cerulli
Even as the pace of advisor growth doubled, challenges continued for the overwhelming majority of smaller firms.
LPL is stepping up support for high-net-worth advisors
New high-net-worth services offering provides access to advisory dream team of attorneys, CPAs, and advanced planning specialists.
8 in 10 Americans admit regrets about their financial choices
Survey reveals the most common things that people wish they had done.