Latest Issue Cover
Home » Financial Advisor
FA Magazine
FA Online

Financial Advisor

1 2 3 4 5 6 7 8   [413]

New FTC Ban On Noncompete Agreements Raises Questions In Advisor M&A World

by

The new rule could allow exiting advisors to actively recruit clients. IAA says it goes too far.

Ex-Carson CMO Sues Company, Alleges Mishandling Of Sex Assault Claim

by

In a lawsuit claiming unlawful termination, Mary Kate Gulick accused the firm of protecting a predator.

Reluctant Traders Protect Themselves From Further Market Mayhem

by

Heightened geopolitical risks are stoking fear and have traders buying put options.

Blackstone, KKR Mortgage REITs Stung By Office Debt Challenges

by

Higher interest rates and weak demand have driven down property values for offices.

Cooperman Sees Financial Crisis On Horizon, Possibly Linked To Nvidia Stock Collapse

by

Private investor Leon Cooperman thinks a 50% top tax rate may be the solution to unsustainable federal debt.

Chamber Of Commerce Sues To Block FTC's Non-Compete Ban

by

The lobbying group said the FTC lacks the authority to issue rules defining unfair competition.

Carson Group Builds Out Leadership Team In Wake Of Founder's Retirement

by FA Staff

The Omaha-based RIA has hired two ex-Orion executives to fill the positions of CFO and controller.

GOP Lawmakers Slam New DOL Fiduciary Rule

by

Insurance regulators and the annuities industry also give tougher regulations a thumbs-down.

Florida's Home Insurance Industry May Be Worse Than Anyone Realizes

by

After property insurers went bankrupt, thousands of homeowners scrambled to get coverage.

Private Equity Firms Are Borrowing Against Their Funds' Assets

by ,

Some investors in PE funds are leery of firms adding debt to portfolios already leveraged.

How The U.S. Tax System Stole $600 Billion From Black Americans

by

A new book shows how bureaucracies in the U.S. used unfair taxes to cement a racial wealth gap.

U.S. 30-Year Mortgage Rate Rises To Five-Month High Of 7.24%

by

Rates increased to the highest level in five months, pushing down home-purchase applications.

Ultra-Rich Should Pay To Save Social Security, Swing-State Voter Poll Shows

by

Seventy-seven percent of voters in the seven swing states like the idea.

S.C. Advisor Pleads Guilty To Tax Evasion

by FA Staff

The IRS said he failed to account for $2.5 million in money shuffled in overseas accounts.

Cresset Absorbs Two Ex-First Republic Teams With $5B

by FA Staff

The teams comprise 15 professionals who serve 160 client households.

Putnam Agrees To Buy New England Area Trust Company

by

The acquisition of Darwin Trust will bring trust services to Putnam's wealth management platform, company officials said.

Companies Need To View Worker Benefits As An Investment, Nuveen Says

by FA Staff

A company study suggests that comprehensive benefits increase employee productivity.

Despite Blackstone BREIT Issues, Liquidity Legitimizes Some Alternatives

by

Fund raising could rise from $75 billion in 2023 to $100 billion this year, according to Robert A. Stanger & Co.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

by

Why don't more advisors recommend using health savings accounts for long-term growth?

Founder Of Eponymous Luxury Fashion Empire Cavalli Dies At Age Of 83

by

Roberto Cavalli was known for his slinky leopard-print dresses and other flamboyant garments.

1 2 3 4 5 6 7 8   [413]