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Alts platform CAIS keeps building
Since its launch in 2009, CAIS has facilitated over $25 billion in transactions involving financial advisors.
Tom Berthel steps down as CEO of Berthel Fisher B-Ds, remains at holding company
Berthel Fisher has been known to sell a variety of alternative investments, which at times can be expensive and volatile.
Why advisor education is key to gold ownership
Study highlights lack of investor knowledge while advisors question whether asset class is the golden inflation hedge it's cracked up to be.
Wall Street reacts to ‘not great’ CPI data
What do some industry stalwarts think of the latest economic stats?
Household incomes fell in a third of states last year
Just five saw median incomes improve according to US Census data.
Citi’s new wealth business leader will be one of five in new leadership structure
Wall Street banking group is simplifying its operating model and leadership structure.
Former Edward Jones office administrator returns to firm as financial advisor
The advisor will serve clients in Winchester, Virginia.
Fund giants want a piece of the $1.5T private credit action
Funds are seeking acquisitions and are willing to pay big for a deal.
Why Ray Dalio shuns bonds in favor of cash
Seasoned investor says bonds are not a good long-term investment.
Only one of the world’s biggest firms of 2000 is still in the top 10 today
What were the biggest companies in the world by market cap in 2000 and 1980?
Cetera deal for Avantax shows boom continues for wealth management assets
The price tag Cetera paid for Avantax was 180% of its revenues last year, an unthinkable sum for a broker-dealer just a few years ago.
August CPI pushes 2024 COLA forecast up 3.2%
The resulting increase would raise the average monthly retiree benefit of $1,790 by $57.30.
U.S. lags globally on retirement due to health, quality of life issues
Academics suggest improvements to the savings system and restoring the solvency of Social Security.
Why millionaires value their advisors for their long-term financial planning
But for those without a plan, running out of retirement savings is concerning.
US futures steady as CPI data is awaited
Official stats released Wednesday with further key data later.
Binance US CEO exits as firm slashes headcount
Regulatory crackdown adds to Miami-based firm's challenges.
Can AI detect misconduct by rogue traders?
Deutsche Bank is testing tools that could detect wrongdoing.
Why are Americans snapping up Scotland’s high-end homes?
Real estate firm reports surge in buyers from the US.
SEC Chair Gensler fires back at GOP critics
Leader accused of proposing regulations that are ‘sowing discord and confusion.'
Jamie Hopkins to leave Carson Group
We'll miss his leadership and passion for profession, says RIA
