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Site Map for July 2025
Date
Title
Jul 16, 2025
Devoe: Record-breaking RIA M&A run led by private equity's consolidator comeback
Jul 16, 2025
Fintech bytes: Advisor360, Nitrogen unveil AI updates for advisor productivity
Jul 16, 2025
Bank of America, Morgan Stanley earnings roll despite roiled markets
Jul 16, 2025
Trump denies plan to ax Powell after floating idea to lawmakers
Jul 16, 2025
Merchant names Candice Carlton managing director to drive network growth
Jul 16, 2025
Great Wealth Transfer: Why advisors better get ready for more women with money
Jul 16, 2025
Will AI dash new grads' hopes for wealth management careers?
Jul 16, 2025
RIA moves: SEIA, Dynamic tap Fidelity, Schwab alum for key director roles
Jul 16, 2025
KKR urges investors to embrace risk assets, hedge weaker dollar
Jul 16, 2025
David Fischer of Independent Financial Group talks culture, future growth
Jul 16, 2025
Wealth Consulting Group taps veterans from Envestnet, Emigrant Partners for new advisory board
Jul 16, 2025
AI, branding, and social media emerge as key factors in attracting next-gen advisors, J.D. Power finds
Jul 16, 2025
Trump tariffs once viewed as punitive now win market approval
Jul 16, 2025
Bessent is not top Fed candidate but 'very good,' Trump says
Jul 16, 2025
Citigroup backs silver to soar but warns gold’s peak is in
Jul 16, 2025
JPMorgan's surprise dealmaking gain shows tariff fear easing
Jul 15, 2025
Americans face a tough climb to seven-figure retirement comfort goal
Jul 15, 2025
M&A roundup: Creative Planning, Bluespring, Atlas announce activity this week
Jul 15, 2025
From BlackRock to sovereign wealth, the next big wave of RIA investors has arrived
Jul 15, 2025
Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York
Jul 15, 2025
US 30-year yield tops 5% as CPI fails to quell inflation fears
Jul 15, 2025
UBS loses arbitration battle in fiduciary fight over foundation funds
Jul 15, 2025
Elevation Point stakes Raymond James breakaways' new $1B RIA
Jul 15, 2025
Bluerock seeks to list real estate fund with investors already heading for the exits
Jul 15, 2025
RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee
Jul 15, 2025
Three easy ways to boost your firm’s impact this summer
Jul 15, 2025
Fed chair contender is now in favor of cutting rates, just as Trump wants
Jul 15, 2025
Wealth managers wondering how long copper spike will last
Jul 15, 2025
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite
Jul 15, 2025
Inflation comes in higher in June as tariffs, housing trends shape outlook
Jul 15, 2025
Ex-CBIZ CIO Anna Rathbun bets on alts in solo RIA launch with music twist
Jul 15, 2025
Clients are nervous about volatility, but advisors know they need to stay the course
Jul 15, 2025
Why the 'forgotten generation' is a powerful force in wealth management, consumerism
Jul 15, 2025
Stocks Rise on Nvidia Breakthrough Ahead of CPI: Markets Wrap
Jul 15, 2025
Bulled-Up US Equity Traders Look Past Threat of a Hot CPI Report
Jul 15, 2025
BlackRock Hits Record $12.5 Trillion in Assets Amid Tariff Chaos
Jul 15, 2025
BofA Poll Shows Investors Flock Into Risk Assets at Record Pace
Jul 14, 2025
RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence
Jul 14, 2025
Women Advisor Summit
Jul 14, 2025
Top Commonwealth advisor to recruiters: Stop with the cold calls already!
Jul 14, 2025
Blue Owl Capital, Voya strike private market partnership for retirement plans
Jul 14, 2025
Index-fund boom sparked by Vanguard makes it crypto's biggest backer
Jul 14, 2025
H2 outlook: Tariffs driving uncertainty in markets
Jul 14, 2025
Why AI notetakers alone can't fix 'broken' advisor meetings
Jul 14, 2025
Morgan Stanley, Goldman, Wells Fargo to settle Archegos trades lawsuit
Jul 14, 2025
Fintech bytes: Envestnet taps Quackenbush for C-suite role, TIFIN unveils global LLM hub
Jul 14, 2025
Wealth managers respond positively to SEC's 'token' statement
Jul 14, 2025
Nominations now open for Hot List 2025
Jul 14, 2025
Ric Edelman predicts ETFs will disappear by 2030 as tokenized stocks take over
Jul 14, 2025
Senator Warren presses Empower for more details on PE in 401(k) plans
Jul 14, 2025
Small business owners feeling pressure from economy, succession gaps and AI stress
Jul 14, 2025
Is tariff impact on inflation, recession risk overplayed? Economists' survey provides insights
Jul 14, 2025
Active management is at the heart of fixed income strategy, says Morningstar
Jul 14, 2025
Stocks slide as trade war escalates again
Jul 14, 2025
New $120K record for Bitcoin as US legislation looms
Jul 14, 2025
Big banks begin earnings season, set to beat expectations
Jul 14, 2025
Good Korea move? Why JPMorgan sees potential in key Asia market
Jul 11, 2025
Another (very cool) way to goRIA!
Jul 11, 2025
JPMorgan tells fintech firms to start paying for customer data
Jul 11, 2025
FINRA snapshot shows concentration in largest firms, coastal states
Jul 11, 2025
Why advisors to divorcing couples shouldn't bet on who'll stay
Jul 11, 2025
SEC spanks closed Osaic RIA for conflicts, over-charging clients on alternatives
Jul 11, 2025
William Blair taps former Raymond James executive to lead investment management business
Jul 11, 2025
Private credit attracts ultra-rich with $3.1T to deploy
Jul 11, 2025
Fintech bytes: Pontera and Opto Investments expand RIA reach with new tech partnerships
Jul 11, 2025
Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews
Jul 11, 2025
Credent Wealth Management debuts in Detroit with TFG Advisors deal
Jul 11, 2025
Investor anxiety hits six-year high amid market turmoil, Allianz finds
Jul 11, 2025
Stifel star broker, Chuck Roberts, leaves firm under cloud of investor complaints
Jul 11, 2025
Trump threatens Canada with 35% tariff from August 1
Jul 11, 2025
Are markets becoming immune to tariff shocks?
Jul 11, 2025
Stock rally to continue but lose steam by year-end, says BofA
Jul 11, 2025
Bitcoin at $120K? Options traders believe it's coming
Jul 11, 2025
RIA moves: The Mather Group, Brand Asset Management announce deals
Jul 10, 2025
US broker-dealer fintech aims for global footprint as it acquires international firm
Jul 10, 2025
Market rotation swings momentum toward S&P 500 underperformers
Jul 10, 2025
Why Hawaii may be a blue ocean for advisor AUM growth
Jul 10, 2025
Advisor moves: RBC swipes $1.7B UBS team, Baird duo departs for LPL's Linsco channel
Jul 10, 2025
LinePoint and Washington Trust Wealth Management add new leadership and advisory talent
Jul 10, 2025
Temporary or permanent? Advisors break down Trump's One Big Beautiful Bill
Jul 10, 2025
Treasuries dip ahead of 30-year bond sale
Jul 10, 2025
$42B Carson Group acquires Aveo Capital, expanding Rocky Mountain footprint
Jul 10, 2025
iCapital secures $820M in latest funding, hits $7.5B
Jul 10, 2025
Merrill Lynch on the hook for $3.7M after clients claimed sale of unsuitable private equity
Jul 10, 2025
US stock futures slip over trade policy uncertainty
Jul 10, 2025
OPEC says oil will continue to expand through 2050
Jul 10, 2025
Regional bank shares rally may face correction, warn strategists
Jul 10, 2025
Advisor moves: Osaic, Sanctuary, Composition onboard combined $1.4B assets
Jul 10, 2025
Trump announces 50% tariff on key manufacturing resource
Jul 10, 2025
What does it take to feel 'financially comfortable' or 'wealthy' in 2025?
Jul 09, 2025
Thrivent's director of PR and enterprise reputation reflects on company success, what comes next
Jul 09, 2025
How is tariff uncertainty impacting business owners? Advisors weigh in
Jul 09, 2025
Retirement delays, Social Security fears prompt advisors to rethink income strategies
Jul 09, 2025
Fed committee torn over inflation worries, June meeting minutes show
Jul 09, 2025
Can leveraged ETFs continue to excite investors?
Jul 09, 2025
Barred ex-Merrill Lynch advisor arrested in alleged $2.6M theft of former Miami Dolphin Pro Bowler
Jul 09, 2025
Advisors forced to figure out fixed income allocations with Fed on sidelines
Jul 09, 2025
Wellington Shields to ring NYSE bell to mark 100 years of independence, advisor ownership
Jul 09, 2025
Nvidia hits historic $4T valuation as S&P rally rolls on
Jul 09, 2025
Advisor moves: $25B Homrich Berg adds Bernstein alum, Carnegie strengthens Cincinatti office
Jul 09, 2025
RIA moves: Modern Wealth tops $8.5B AUM as Aspen expands in Connecticut
Jul 09, 2025
Empower defends private market access in 401(k)s in response to Warren scrutiny
Jul 09, 2025
Trump tariff-watch: what's the latest?
Jul 09, 2025
Treasuries steady ahead of Fed minutes, debt auction
Jul 09, 2025
Why active managers need to deploy hedge fund tactics
Jul 09, 2025
Estate planning strategies for your high-net-worth clients
Jul 09, 2025
AI is gaining traction with buy-side equity traders and may be an unstoppable force
Jul 08, 2025
One in five Americans expect an inheritance. Are too many relying on it?
Jul 08, 2025
Farther debuts AI investment proposal tool for advisors to win clients
Jul 08, 2025
Are you optimally efficient?
Jul 08, 2025
Advisor moves: Father-son duo leaves Raymond James for LPL, RayJay adds Merrill Lynch alum in Florida
Jul 08, 2025
Trump Media deepens crypto push with third ETF filing
Jul 08, 2025
Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B
Jul 08, 2025
Bernstein gears up for inorganic growth with new UHNW leadership
Jul 08, 2025
HSBC downgrades JPMorgan, Goldman, and BofA on bank stock rally concerns
Jul 08, 2025
RIA moves: RWA Wealth Partners strengthens leadership as $8B Procyon widens Northeast footprint
Jul 08, 2025
Cetera names Richard Vogel to lead Cetera Advisors community
Jul 08, 2025
Women are wealthier than ever, so why do so many feel financially insecure?
Jul 08, 2025
Morningstar announces 2025 winners for investing excellence
Jul 08, 2025
Robinhood in talks with regulators over tokenized US equities
Jul 08, 2025
Why BlackRock favors European government bonds over Treasuries
Jul 08, 2025
Gold steadies in response to trade talk potential
Jul 08, 2025
Banks pour $385B into coal since COP26
Jul 08, 2025
Why Trump’s latest tariff play may have an outsized impact on inflation, retailers
Jul 07, 2025
Five-person Raymond James team jumps to Janney in Maryland
Jul 07, 2025
How financial advisors get the most out of marketing and PR spend
Jul 07, 2025
After One Big Beautiful Bill saga, business exit planning still mostly 'business as usual'
Jul 07, 2025
$20B Merit looks to next phase as Constellation takes minority stake
Jul 07, 2025
Stocks sink on fresh 25% tariffs on Japan, South Korea
Jul 07, 2025
$350M father-son duo hops from Osaic to Equitable Advisors
Jul 07, 2025
Trump's rate-cut pressure campaign sets challenges for Powell's successor
Jul 07, 2025
Advised investors reclaim serenity and time, Vanguard research finds
Jul 07, 2025
Fresh off HPS acquisition, BlackRock inks deal for $7.3B ElmTree Funds
Jul 07, 2025
SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees
Jul 07, 2025
Tesla investors can't quite believe what Musk has done now, stock drops
Jul 07, 2025
If the average American was in charge, would they have voted for the 'big beautiful' bill?
Jul 07, 2025
Ticking tariff timebomb unnerves markets
Jul 07, 2025
Metals fall as Trump threatens BRICS nations over trade
Jul 07, 2025
Why the small-cap rally could grind to a halt
Jul 07, 2025
Dollar doubters have enabled EM currency bonds to surge
Jul 06, 2025
'Independence Series': Leave the wirehouse mindset behind when going solo
Jul 06, 2025
How $3 billion RIA Bogart Wealth serves oil industry clients during Middle East conflict
Jul 03, 2025
Apella Wealth comes to Washington with Independence Wealth Advisors
Jul 03, 2025
Citi's Sieg sees rich clients pivoting from US to UK
Jul 03, 2025
RIA wrap: Fidelis, Endeavor add BofA and Northern Trust alums as partners
Jul 03, 2025
US employment report reactions: Overall better than expected, but concerns with underlying data
Jul 03, 2025
Advisors turn to derivative income ETFs as allocations grow across channels
Jul 03, 2025
After three-year retreat, Wells Fargo jumping back into CLOs
Jul 03, 2025
Fed case for lower rates still murky as job market comes in strong in June
Jul 03, 2025
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
Jul 03, 2025
LPL Financial chief economist Jeffrey Roach: Despite weak ADP report, 'soft landing' still in play
Jul 03, 2025
Trump tax bill debate sees critical hurdle cleared
Jul 03, 2025
Bonds rebound, equities gain ahead of US payroll data
Jul 03, 2025
Value investing proves fruitful for stock pickers
Jul 03, 2025
Central banks boost gold holdings amid FX concerns
Jul 03, 2025
Casady among backers as AI-powered Savvy Wealth raises $72M in Series B
Jul 02, 2025
'Independence Series': Trust your instincts, make your clients your partners
Jul 02, 2025
Corporate pension surpluses continue to grow, second quarter stats reveal
Jul 02, 2025
Having passed easier Fed stress test, biggest US banks bump up payouts
Jul 02, 2025
Raymond James hauls Ameriprise advisors managing $1.1B in New York
Jul 02, 2025
Cetera debuts new alts allocation portfolios for accredited investors
Jul 02, 2025
Steward Partners expands in California with $1.1 billion RIA acquisition
Jul 02, 2025
US stocks flat following private jobs data shock
Jul 02, 2025
DeVoe & Company taps ex-Dynasty exec as new president
Jul 02, 2025
Invictus managers withhold $10M, trigger ERISA asset showdown
Jul 02, 2025
Finance back in favor with career-seeking grads, but AI shakes up expectations
Jul 02, 2025
US stock futures steady ahead of payroll data
Jul 02, 2025
Investors are concerned about volatility, with expectation of more to come
Jul 02, 2025
'Irrational exuberance' gauge suggests bubble fears
Jul 02, 2025
Gold retains interest as investor concern remains elevated
Jul 02, 2025
Maliah elevated to investment banking chair at Goldman
Jul 02, 2025
As BNY launches unsponsored ADR for Canadian equities, what’s driving interest?
Jul 01, 2025
In an AI world, investors still look for the human touch
Jul 01, 2025
This viral motivational speaker can also be your Prudential financial advisor
Jul 01, 2025
Fintech bytes: GReminders and Advisor CRM announce AI-related updates
Jul 01, 2025
SEC charges barred ex-Merrill broker behind Bain Capital private equity fraud
Jul 01, 2025
Trump's tax bill passes senate in hard-fought victory for Republicans
Jul 01, 2025
"Shut The F Up and Listen!"
Jul 01, 2025
Advisor moves: LPL adds ex-Osaic advisor in Fresno, RBC plants a new stake in Nashville
Jul 01, 2025
Powell says tariffs' inflation impact to show this summer
Jul 01, 2025
Choreo taps ex-Edelman exec Jason Van de Loo as CEO
Jul 01, 2025
RIA news: Focus expands down under, Mercer welcomes women-led RIA
Jul 01, 2025
'Independence Series': Staff up before taking off
Jul 01, 2025
What does a typical financial advisory firm look like today?
Jul 01, 2025
Holtschlag joins LPL Financial to spearhead a specific area of growth
Jul 01, 2025
Big tech loses as Senate backs state-level regulation of AI
Jul 01, 2025
US-EU trade deal looking likely but bloc wants concessions
Jul 01, 2025
JPMorgan says it's still committed to climate transition financing
Jul 01, 2025
Musk may face DOGE bite after slamming Trump's 'insane' bill
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