Displaying 28141 results
Envestnet shares up 9% as reports suggest it’s in talks to sell to PE
Wealth management technology company has reportedly hired Morgan Stanley as advisor.
Rents still rising but investors are seeing slower annual increases: CoreLogic
Latest CoreLogic Single-Family Rent Index reveals where rents are increasing the most.
Stocks gain as focus shifts from rates to earnings
S&P futures up 0.3% on hopes of a rebound after three days of losses.
Morgan Stanley downplays AML scrutiny for wealth clients
CEO says it's nothing new to be talking to regulators.
Women are struggling with health and wealth woes
Second-year poll of adult women shows financial and health-related concerns, with bipartisan support for federal policy solutions.
Fiduciary Institute shapes next-gen advisors with leadership course
The program seeks to build on the vision articulated by industry icon Dick Wagner.
Advisor attrition dropping at Merrill Lynch
Although departures of financial advisors may have slowed at certain large firms, that doesn't mean the problem's been squelched.
Citi’s wealth CIO is stepping down
David Bailin is exiting the banking giant’s ranks after 15 years of service.
Regions Bank launches team dedicated to philanthropic ambitions
Bank announces seasoned leader for new wealth management team.
BlackRock executive joins investment technology firm SimCorp
New hire will lead the firm's operations in the Americas.
Call options for stronger dollar are getting costlier
Betting on the greenback's resilience comes at a price.
Householder Group expands its matchmaker succession program
Arizona-based wealth firm is helping more retiring advisors connect with successors.
Arete Wealth pays out $1.1M in arb claims to start 2024
"We have a handful of open cases against Arete Wealth, and some involve Center Street, as well," says a plaintiff's attorney.
Citizens Financial taps Morgan Stanley exec for wealth business
Paul Casey is joining to head the bank’s wealth management arm, with a mandate that spans from mass affluent to ultra-high-net-worth clients.
Virtual course for financial planners enters its fifth year
With 700 people already on the wait list, the online program to train aspiring college students and new advisors is now open for registration.
Schwab Q1 revenue tops estimates
The firm reported $4.74 billion in net revenue for the three months through March, topping analysts’ estimates of $4.71 billion.
Apex declares liftoff for new ACATS protocol
Fintech hails landmark transaction’s potential to create ‘more efficient, flexible account transfer services’ as key deadline looms.
Modern Wealth hires former Goldman leader to drive growth initiatives
Industry veteran Jason Del Col joins the $3 billion firm as head of advisory.
Stability, finally, at Wells Fargo Advisors?
'We’re back to more normal, or maybe slightly below normal, attrition levels across the [financial advisor] business, which is good,' says CEO Charles Scharf.
Biden takes another $7.4B step in fight to tame student debt
The latest move covers almost 280,000 borrowers in the SAVE, income-driven replacement, and public service loan forgiveness programs.
