Karen DeMasters

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Wealthy Individuals Most Worried About Loss Of Investment Value, Chubb Says

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The number one financial concern for an overwhelming majority of high-net-worth individuals is a loss in value for their investments, according to a recently released study by Chubb, a global...

Recession Could Become Reality This Year, RBC Says

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The full force of prior Fed rate hikes is still being felt in the economy, the firm's analysts said.

Claudia Kane Takes Over As FPA President

by FA Staff

Kane is an advisor with Raymond James in Roseville, Calif.

Bob Doll's Annual Predictions Include A 'Mild Recession' For 2024

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The Crossmark CIO and thought leader released his annual list of 10 financial predictions for the new year.

CoastalOne Rebrands As Realta

by FA Staff

The change aids the firm's growth plans for itself and its independent advisors, Realta said.

Global ESG Fund Inflows Outpace Overall Market, Report Says

by FA Staff

Researchers also said confusion persists about what exactly constitutes an ESG fund.

Wealthy Individuals Most Worried About Loss Of Investment Value, Chubb Says

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Inflation and climate-related disasters are also among their top worries, according to a company survey.

Four New Actively Managed ETFs Offered By PGIM

by FA Staff

PGIM now offers 14 actively managed ETFs.

BofA Strategists See Return Of 'More Normal' Market Trends in 2024

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The apparent end of Fed rate hikes and lower inflation mean investors can return to fundamentals, they said.

Truist Appoints New Head Of Wealth Management

by FA Staff

Brian Dowhower will be responsible for planning for UHNW, HNW and affluent clients.

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