FA News

[1]  1 2 3 4 5 6 7 8   [2038]

Focus Financial Partners To Merge The Colony Group And Buckingham

by FA Staff

The transaction raised questions about consolidation of other Focus firms.

Raymond James Adds Okla. Husband-Wife Advisor Duo With $200M

by FA Staff

Mike and Shaley Sikes have come over from Edward Jones.

LPL Adds Ex-UBS Advisor With $275M To Independent Platform

by FA Staff

Matthew Sheffield has launched Burlwood Wealth through an affiliation with LPL's Strategic Wealth Services.

Massachusetts Eyes Mansion Tax To Fund Affordable Housing

by

The initiative mirrors a measure recently spurned by Chicago voters.

Hedge Funds Turn Bullish On Consumer Stocks Ahead Of Potential Rate Cuts, Goldman Says

by

After four weeks of selling, hedge funds last week piled into consumer discretionary stocks.

SEC Warns Robinhood That Its Crypto Business Faces Lawsuit

by ,

The agency has argued that most tokens are subject to its rules.

Morgan Stanley Strategists See Inflation As Key For Path Of Stocks

by

The firm says investors are getting mixed messages from key economic data.

Advisor Sues Merrill Lynch Over Alleged ERISA Violations

by

The lawsuit maintains the firm broke the law when it denied the advisor his deferred compensation when he resigned.

How Capital Gains Are Taxed And How That Might Change

by

This will be a key topic when Donald Trump's tax cuts expire.

Sixth Street, Co-Owner Of NBA's Spurs, Plans To Launch Sports Fund

by

The fund will seek to invest in sports teams and leagues, media rights and related businesses.

'Magic Number' For Retirement Saving Growing Faster Than Inflation, Study Says

by

The savings Americans say they need to retire has increased 50% since 2020, according to Northwestern Mutual.

Bond Market Parties On As Jobs Data Revive Fed Rate-Cut Bets

by

Data showing a softening job market raised investors' hopes for rate cuts starting this year.

Rockefeller Lands $1B Morgan Stanley Team in Charlotte, N.C.

by FA Staff

Landau Wealth Partners is led by longtime Morgan Stanley advisors Adam Landau and Ramy Georgy.

Trump Media's Accounting Firm Accused Of Massive Fraud

by , ,

BF Borgers CPA PC will pay $14 million to settle the probe, the agency said.

El-Erian Says 'Goldilocks' Jobs Report To Please Fed, Markets

by

The economist said the new data should bring relief to global markets.

Insurance Industry Group Files First Lawsuit Against DOL Fiduciary Rule

by

Other industry opponents to the new fiduciary requirements have hinted they will mount their own legal challenges.

Washington Trust Got $2.1M In Settlement With Four Advisors, Execs Reveal

by

The trust company accused the advisors of departing and subsequently stealing its clients.

Even The World's Most-Envied Retirement Plan Is Falling Short

by

Australia's pile of cash won't completely sustain the country's aging population.

Private Equity Largely Absent From IPO Market's Recovery

by

Only two private equity-backed IPOs over $100 million have been completed this year.

[1]  1 2 3 4 5 6 7 8   [2038]