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‘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.
China economy fears outweigh earnings in early trading
European and Asian markets started Tuesday in decline.
Capital One to pay $35B for Discover in 2024’s largest deal so far
Combined entity will be largest US credit card firm by loan volume.
Stock market firm to boost parental leave to 26 weeks
It will escalate benefit for US workers and surpass many industry rivals.
Social Security fixes include raising retirement age, taxable income cap: Conference Board
Report from policy think tank details the program's financial problems and suggests a number of reforms.
A nomination makes someone feel ‘more included,’ manager says
Nominations for the InvestmentNews Awards close on March 1.
Trump fined $364M in New York civil fraud trial
The former president was also banned from running any business in the state for three years.
Goldman CEO Solomon’s pay surges 24 percent to $31M
The board lifted the CEO's pay after the firm's profit tumbled last year.
Wealth management division helps propel Empower to new records
The 10-year-old firm has seen strong growth in its assets, client base, and earnings.
Older people lose $28B to scams, maybe due to a more trusting nature
University of Florida research reveals years of experience can be a bad thing.
Atlanta Fed president says rate cuts may not come for a while
Raphael Bostic said Thursday that conditions remain uncertain.
Has a global investment bank banned the long weekend?
Not exactly, but four straight days at home are no longer allowed.
Is the worst over for office assets? CBRE thinks it might be
The commercial real estate firm's CEO says return-to-office is boosting leasing.
Ex-Osaic veteran advisor barred by Finra
'A lawyer may tell an advisor like this, there's no upside in responding to Finra, just leave the industry,' says a senior brokerage executive.
Pathstone snaps up Crestone Capital in $3B deal
The employee-owned RIA will see its AUA balloon past $100 billion as it builds a 'true multi-generational family office experience.'