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Millennials, Gen Z starting earlier on ‘serious’ financial planning
Compared to boomers, younger generations are getting quicker starts to equipped themselves for their financial journeys.
Carson Group welcomes new CFO to executive leadership team
Carson Group has hired Daniel Applegarth from Orion Advisor Solutions…
Retirement income from four sources is expected by half of future retirees
Advisors should help clients consider retirement surprises, survey suggests.
Nationwide’s Eric Henderson set to step down
The president of the financial giant’s annuity business is exiting at the end of 2024, capping off a transformative four-decade career.
Advisor recruiting getting “irrational,” says Ameriprise CEO
"I do believe that the market is very competitive," says Ameriprise CEO Cracchiolo.
Showtime for HSBC’s wealth strategy as it unveils NYC office
The banking services giant is making a statement to high-net-worth and ultra-affluent individuals with its flagship center in New York.
Fidelity hits HSA record amid assets, adoption boom
Firm is now the second-largest provider of health savings accounts, with HAS assets quadrupling to $24B since 2020.
Poll shows Americans lack action when it comes to estate planning
Survey of US adults finds stunning shortfalls, with behavioral differences running along gender, wealth, and generational lines.
American teens stressed about their parents’ finances and their own
Most want to know more about money to avoid the pitfalls.
EQT focuses on growth for private wealth business with new Americas head
The Swedish investment firm has four offices in the US.
Buy the dip in global stocks: Citigroup
Strategists say equities have increased their appeal.
Investors in ‘disappointing’ funds pioneered by Ray Dalio demand exit
Risk-parity funds promised a lot, but investors want their money back.
Gold in decline after biggest one-day drop in two years
Geopolitics and higher-for-longer rates are weakening demand.
Binance’s bitcoin trading market share tumbles as rivals gain
World's largest crypto platform's share of trades drops from 81% to 55%.
Solid start to wealth management deals in 2024: report
"We’re seeing continued deal flow of mid-sized and smaller RIAs, along with broker-dealers, too," one banker said.
Ritholtz Wealth expands its California footprint
The $4B RIA has announced the opening of a new office branch in Los Angeles, led by a 15-year industry veteran.
Alpha Capital taps industry vet as portfolio management lead
The outsourced family office, headquartered in Colorado, is welcoming an UHNW wealth advisor who managed more than $500M at Northern Trust.
Goldman strikes deal to exit robo business
The banking behemoth is transferring its automated investing business to Betterment as it refocuses on its Wall Street operations.
InvestmentNews Awards excellence awardees revealed
The inaugural awards night on June 20 will celebrate the industry's best and brightest. Did you make the list?
Asset managers propose strategic partnership to expand US, global distribution
The proposal involves a Texas firm and the US operation of a European asset manager.
