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RFG Advisory aims to be a leading name for independent advisors
Hybrid firm adds trio to executive leadership team.
Bond investors want more EU debt amid Russia tensions
Higher defense spending is on the agenda to boost AAA-rated bonds.
K-12 financial education has grown stronger
Biennial research reveals ‘banner two years’ as wave of legislation drives personal finance and economics courses in high schools.
Fidelity to cut about 700 jobs
The move affects less than 1% of the workforce, according to a Fidelity spokesperson.
How much do wirehouse advisors hate selling for the bank?
Financial advisors simply can't stand conflicts that mix banking and financial advice.
UBS shares surge on Morgan Stanley upgrade
The wirehouse's stock hit its highest level since 2008 after an analyst upgraded it to overweight, predicting a revival in deal-making.
Easterly hires former BlackRock iShares exec to expand reach
The firm also has a new head of business development amid growth strategy.
JPMorgan says one market is ‘irreplaceable’ for asset managers
The Wall Street stalwart sees 'great certainty for growth'
FSI sues DOL over independent contractor rule
The advocacy group for independent financial advisors argues the final 2024 rule is ‘arbitrary and capricious.’
Commonwealth girding for loss of up to $24M in fight with SEC
It's highly unusual in the securities industry for a broker-dealer to put up such resistance to a regulator like the SEC.
Busting three myths in the $19T private market: Hamilton Lane
New report provides data-backed analysis of private market investments.
Merrill Private Wealth Management chief to lead Citi Private Bank North America
Citibank incumbent is retiring after 22 years with the firm.
Higher taxes for the rich, corporations
White House to propose higher taxes, including quadrupling share buyback tax.
UBS scraps Credit Suisse coal financing rollback
Global asset manager will instead detail its own plan for climate change.
Tax hike alone won’t save Social Security, think tank warns
Proposed bill to raise taxes on high earners isn’t enough to fix program's brewing solvency challenge, according to new report.
Mariner Wealth linked to American Century’s rigged hiring scheme
The companies 'explicitly agreed not to hire or recruit each other’s asset and wealth management professionals,' according to a lawsuit.
Price is right for Mesirow as firm names him wealth CEO
After more than a year as its interim head, Brian Price is officially taking charge of the Chicago-based independent’s wealth division.
Deepen your knowledge of charitable strategies to transform your client’s philanthropic journey
Industry pros host a webinar designed to explain the intricacies of donor-advised funds and other charity vehicles to guide high-net-worth clients through the giving process.
Householder Group makes two acquisitions, reveals $1B in new client assets
The firm has followed a nonorganic growth strategy over the past five years.
Rockefeller taps industry veteran to lead new unified group
The wealth firm’s latest leadership hire will take charge of developing innovative investments and client solutions.
