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Franklin Templeton wants to transform the industry through Microsoft AI partnership
The collab will use AI to power-up digital transformation at scale.
ESG investors prefer passive as active funds ‘bleed money’
Morningstar data shows a recalibration of ESG investing space.
FX markets pivot as rate-hikes in some EMs look more likely
Buying local currency becomes riskier as rate cut bets fade.
Cetera’s Durbin says IPO clock has yet to tick
"Every private equity deal we have seen in the brokerage industry has lasted five to seven years," one executive said.
Seven-tenths of aspiring homeowners are waiting for the Fed’s cue, says BMO
Poll of US adults finds nearly a third dipping into 401(k) retirement plans as cost-of-living concerns and other stressors pile up.
Macro-proof tech trade smashes ETF records
Tech ETFs have hoovered up some $9B so far this year as investors embrace the idea of megacaps’ endurance through economic cycles.
Michael Nathanson named new Focus CEO
After several months as president, Nathanson is taking over the chief exec position at the wealth advisory giant from Dan Glaser.
Equities on hold as traders await Fed decision
The central bank will announce rates decision Wednesday.
Celebrity, charity, diversity: Insights from a ‘financial architect’
Angeles Wealth’s Rick Nott shares his career journey working with wealth.
Confidence of a better year surges among private equity execs
The industry is poised for a rise in deals and AI playing a larger role.
Momentum traders to buy equities even if market drops: Goldman
Momentum traders to buy equities even if market drops: Goldman.
Treasury issuance will keep yields elevated, says Barclays
Even if the Fed starts rate cuts, long-term yields are likely to stay high.
HSBC chief unexpectedly quits
Noel Quinn has announced retirement after only five years as CEO.
Majority of women agree a retirement storm is brewing
Faced with rising living costs and debt, majority of women call for immediate action on Social Security and pension plans.
Gold in flux as investors await Fed meeting
Following a 13 percent advance this year, the price of the yellow metal wavered as traders weigh the odds of harmful rate hikes.
Finra bars ex-Wells Fargo broker firm accused of theft
“We’ve done scores of theft cases over the years and it’s a cancer," said one attorney.
Hedge funds ramp up tech allocations, says Goldman
Data show amped-up net buying in sector through long positions and short-covering even amid a slide in S&P 500 IT index.
Despite doubts on retail, private market allocations primed for growth
State Street report points to continuing shift in portfolios as infrastructure and private debt appetite proves robust among investors.
UHNW family offices are eyeing alts diversification, says JP Morgan
The financial giant offers a fresh snapshot into global family offices’ investment, governance, and succession planning concerns.
Younger Americans’ wealth growth has beaten historic norms
Under 40s have seen wealth accumulation rise faster than other generations.