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Boston Fed president says they ‘may have more to do’ to beat down inflation
Susan Collins said she is surprised the economy has remained so resilient.
Meet the 1% down payment plan as rising mortgage rates hit new highs
Clients want a low-deposit mortgage? Now there is one.
What clients want you to know about transferring wealth to their heirs
Raymond James poll reveals the priorities of handling intergenerational wealth transfers.
Top 3 wholesalers to account for almost half of advisor assets by 2027
Wholesalers need to work hard to cultivate strong relationships as the market becomes increasingly competitive.
Jackson Hole conference begins, here’s what’s expected
The annual gathering of economic minds has some tough questions to consider.
What is R* and why does it matter to bond traders?
The interest rate metric is a key topic of discussion ahead of the Jackson Hole symposium.
Trouble ahead for tech stocks that even AI can’t fix
BofA strategists warn of more challenging times ahead for outperforming sector.
Helping clients be more realistic about their investing horizon
How one Summit Financial advisor plans to use Pontera to manage clients' held-away assets.
LPL to gain Prudential’s $50B wealth management business
LPL has been picking up steam in working as a back-office platform for banks, credit unions and insurance companies.
BlackRock backs fewer proposals on climate, social issues
The fund company supported almost 7% of proposals in the 12 months ended in June, down from 22% in the year-earlier period.
Schwab: Traders shake off recession fears with more optimistic sentiment
But survey reveals that traders are split on whether now is a good time to invest.
Social Security benefits won’t be enough for retirement, most believe
Concern is rising among pre-retirees and younger, but more are getting professional help.
Four major banks settle stock-lending suit
Pension funds led by the Iowa Public Employees' Retirement System brought an antitrust action related to the banks' control of the market for stock loans used for hedging and short selling.
SEC adopts rules to boost oversight of private-fund advisors
Quarterly reporting and an annual audit 'could eat into returns and be borne by investors.'
Single-bond ETF manager goes against current by asking SEC for mutual fund share class
There has been a trend away from mutual funds toward ETFs, but not in the 401(k) world, and fund provider F/m Investments sees that an opportunity.
David Canter stepping down as president of Bluespring
Canter joined Bluespring only a year ago after spending nearly 13 years at Fidelity Investments.
LPL continues strong recruiting from Securities America in 2023
LPL, Osaic and Cetera Financial Group are all 'fighting amongst themselves' to lure advisors, one recruiter notes.
Charles Schwab and billionaire ex-Franklin Resources CEO in clam shack scrap
What happens when one financial titan wants beer with clams and another doesn’t?
To be or not to be like Buffett: Financial advisors weigh in
Do as the Oracle of Omaha says, not as he does — that’s what advisors tend to believe when it comes to Warren Buffett.
Hightower firm expands in Washington with $470M team
Highland Private Wealth Management's acquisition takes its AUM to $1.9B.