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Three wealth firms complete M&A to boost assets by more than $16B
Hundreds of advisors are now with new firms following the transactions.
Raymond James adds $317M wealth advisory team
The three financial advisors and four associates join the firm from Avantax.
Men dominate most lucrative college degrees, Bankrate study reveals
Despite efforts to improve gender equality, women are less likely to hold highest earning degrees.
Dollar remains strong but euro gains amid rate hike signal
Oil prices are also elevated as producers extend output cuts.
Why Morgan Stanley has resumed bearish view on EMs
Wall Street stalwart points to China growth risks.
Climate goals need $18T investment, but red tape is in the way
BCG says the speed of greener energy must speed up.
Who are the powerbrokers controlling $3T of global wealth?
Middle East based investment funds are key players in global dealmaking.
Ex-DRW trader allegedly stole quant strategy code
Lawsuit accuses the trader and analyst of copying proprietary software code.
Tax and financial planning questions raised by Diddy’s song rights transfer
Creative control, income and capital gains are among the considerations for songwriters and recording artists.
Schwab execs declare RIA transition from TD a success
Despite some minor glitches and some email outreach confusion, most advisors are handling the change well.
Brokerages make progress, but still fall short on Reg BI compliance: State regulators
'Efforts to address the standard of care concepts established by Reg BI remain perfunctory,' the NASAA report states.
Ex-Wells chief Kowach’s new firm buys Tennessee broker-dealer
The firm, Wiley Bros.-Aintree Capital, is based in Nashville and has been in business since 1945.
$4.5B team from Bank of America Private Bank joins RIA
The five-member team joining Fidelis Capital will operate from an office in Washington, D.C.
Former Wells Fargo exec Tolstedt deserves prison in accounts scandal, US says
Carrie Tolstedt, the bank's former head of retail banking, pled guilty this year to obstructing the investigation of the bank's fake accounts.
Want to invest in part of a luxury auto? There’s a new platform for that
Investors can now own a piece of rare, luxury, investment-grade vehicles.
Focus Financial Partners eyes new growth as $7B take-private completes
The firm has been acquired by Clayton Dubilier & Rice and Stone Point Capital affiliated funds.
Hold tight! Financial services set to grow to $37.5 trillion by 2027
Substantial global growth of 7.5% CAGR is anticipated in a new report.
Goldman slashes US recession risk amid positive data
Wall Street bank believes Fed may now pause rates.
Global banks lagging on climate change action, report warns
The industry is too opaque in its disclosures, leaving investors guessing.
Asset managers struggle without ESG registration
Firms trying to sell in the EU are finding it hard without credentials.
