RIA News

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Is big tech spending too much on AI? Goldman strategists think so
RIA NEWS JUL 11, 2024
Is big tech spending too much on AI? Goldman strategists think so

Megacap firms will eventually have to prove they made the right moves.

By Bloomberg
Will inflation data endorse bond investors Treasury bet?
RIA NEWS JUL 11, 2024
Will inflation data endorse bond investors Treasury bet?

Markets will be looking for deceleration in Thursday's stats.

By Bloomberg
EM stocks hit two-year high, currencies gain amid rate cut bets
RIA NEWS JUL 11, 2024
EM stocks hit two-year high, currencies gain amid rate cut bets

Expectation rising for easing monetary policies.

By Bloomberg
Robertson Stephens breaks another billion-dollar barrier with RIA partnership
RIA NEWS JUL 10, 2024
Robertson Stephens breaks another billion-dollar barrier with RIA partnership

The national RIA has officially exceeded $6B in advisory assets while gaining its first foothold in Oregon.

By Leo Almazora
Pensionmark enters a new era with World Investment Advisors rebrand
RIA NEWS JUL 10, 2024
Pensionmark enters a new era with World Investment Advisors rebrand

After two years of supercharged growth, the RIA aggregator is refreshing its brand to entice more independent wealth practices.

By Leo Almazora
S&P 500 reaches all-time high as big tech rallies over Powell testimony
RIA NEWS JUL 10, 2024
S&P 500 reaches all-time high as big tech rallies over Powell testimony

The Federal Reserve chair's remarks to Congress have not dissuaded market hopes of a September rate cut.

By Bloomberg
Roaring Kitty’s $211M GameStop stake poses a mathematical mystery
RIA NEWS JUL 10, 2024
Roaring Kitty’s $211M GameStop stake poses a mathematical mystery

The magnitude of Keith Gill’s recently revealed meme stock positions has investing leaders and experts scratching their heads.

By Leo Almazora
Trade-secrets lawsuit over HSBC's SVB hires gets watered down
RIA NEWS JUL 10, 2024
Trade-secrets lawsuit over HSBC's SVB hires gets watered down

California judge dismisses most claims from $1B lawsuit alleging that the bank snapped up employees to mine confidential information.

By Bloomberg
Advisors witness ‘osmosis effect’ at inaugural InvestmentNews Awards
RIA NEWS JUL 10, 2024
Advisors witness ‘osmosis effect’ at inaugural InvestmentNews Awards

Winners revel in being recognized by top-performing peers.

By Josh Welsh
National independent advisory firm hires RBC estate planning veteran
RIA NEWS JUL 10, 2024
National independent advisory firm hires RBC estate planning veteran

New hire will strengthen holistic wealth management and family office framework.

By Steve Randall
Business owner clients consider succession, but that may not include the family
RIA NEWS JUL 10, 2024
Business owner clients consider succession, but that may not include the family

Edward Jones report finds that financial advisors are seeing another route.

By Steve Randall
Financial industry confidence in stopping transfer scams is worryingly low
RIA NEWS JUL 10, 2024
Financial industry confidence in stopping transfer scams is worryingly low

Firms are fighting the scammers, but LexisNexis report shows it's tough.

By Steve Randall
M&A outlook improves but the next few months looks uneven across industries
RIA NEWS JUL 10, 2024
M&A outlook improves but the next few months looks uneven across industries

BCG report reveals slower pace of recovery than expected so far in 2024.

By Steve Randall
ESG is growing within private credit markets
RIA NEWS JUL 10, 2024
ESG is growing within private credit markets

Despite backlash in US, sustainable focused funds are gaining.

By Bloomberg
HSBC wants to look more like other Wall Street firms
RIA NEWS JUL 10, 2024
HSBC wants to look more like other Wall Street firms

Global firm is reshaping its investment banking business.

By Bloomberg
LPL, Schwab top 'retail broker' picks: analyst
INDEPENDENT BROKER DEALERS JUL 09, 2024
LPL, Schwab top 'retail broker' picks: analyst

'Schwab makes ton of money on its cash, and more financial advisors means more cash,' one executive says.

By Bruce Kelly
Investors weigh high yield allocations while Fed mulls rate cuts
RIA NEWS JUL 09, 2024
Investors weigh high yield allocations while Fed mulls rate cuts

High yield has had a nice run due to the strong economy and a Federal Reserve on hold. But how long will that last?

By Gregg Greenberg
Fed needs more good inflation data, says Powell
RIA NEWS JUL 09, 2024
Fed needs more good inflation data, says Powell

Chair's comments to Senate appears to rule out July cut, with markets now focused on September meeting.

By Bloomberg
Coldstream strikes merger deal with $2B investment advisory firm
RIA NEWS JUL 09, 2024
Coldstream strikes merger deal with $2B investment advisory firm

The deal with the Oregon-based high-net-worth practice will take the employee-owned independent’s assets past $10B.

By Leo Almazora
Wealth Enhancement Group snaps up $123M hybrid RIA
RIA NEWS JUL 09, 2024
Wealth Enhancement Group snaps up $123M hybrid RIA

The national independent has extended its East Coast profile with a specialized wealth practice in Massachusetts.

By Leo Almazora