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UHNW family offices are eyeing alts diversification, says JP Morgan
The financial giant offers a fresh snapshot into global family offices’ investment, governance, and succession planning concerns.
Younger Americans’ wealth growth has beaten historic norms
Under 40s have seen wealth accumulation rise faster than other generations.
Despite the cost of living, Americans remain on top of their mortgages
Stats reveal that all stages of delinquency are around historic lows.
Treasury options traders keep Fed hike on table
But they are also positioning for the potential for multiple rate cuts.
Deutsche buybacks at risk amid $1.4B legal action fund
The banking group is being challenged over a takeover in 2010.
New bid for song catalog fund puts Blackstone at #1
Board prefers the latest offer rather than Concord bid.
FX traders wonder when Tokyo will support the yen
Currency continues to fall but investors hope for assisted rebound.
Blackstone makes more real estate moves
"Interest rates aren’t going down anytime soon," said James Corl of Cohen & Steers.
Huntington names new head of wealth business
Eyeing growth in the wealth sector, the financial services company is elevating Melissa Holding to the role as a tenured leader steps down.
Credent Wealth Management attracts two new partner-advisors
Indiana-based $2.5B RIA has added 12 firms since it was founded in 2018.
Women may gain from wealth transfer, but it won’t solve the big issues
Penny Finance report highlights ongoing challenges in gender wealth gap.
Fed will cut once before presidential election, says Howard Lutnick
Cantor Fitzgerald’s chief executive predicts the central bank will “show off a little bit” just before voters head to the polls.
Raymond James’ CEO shrugs off DOL rule
"It doesn't look too problematic at all," Paul Reilly said.
Cetera names new head of corporate development
With a successful record at Avantax, Wall Street veteran Michael Molnar is set to lead the RIA's M&A and advisor succession planning strategy.
IRS wants to streamline tax disputes with new focus on alternative programs
Alternative Dispute Resolution Program Management Office formed.
Concurrent invests in tomorrow with leadership hires
The hybrid RIA appoints industry vets to its bench as it emphasizes commitment to growth, next-gen talent, and succession.
New DOL rule no big deal, says Stifel’s Kruszewski
"It appears to be less restrictive than what was proposed," says CEO.
Concord ups the ante on Hipgnosis takeover battle
The music rights investor increased its bid to own the London-listed company’s enviable library of songs from iconic acts.
Future Proof unveils plans for Miami event
The Future Proof Citywide Event next year will assemble over 2,500 stakeholders across the wealth, alternatives, and fintech spaces.
Tifin taps another LPL leadership alum to its C-suite
The leading AI and wealth technology provider has announced Jeannette Kuda as its new chief operating officer.
