Karen DeMasters

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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.

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.

Four New Actively Managed ETFs Offered By PGIM

by FA Staff

PGIM now offers 14 actively managed ETFs.

Truist Appoints New Head Of Wealth Management

by FA Staff

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

RSF Social Finance Seeks To Redefine Impact Investing

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The firm offers loans to businesses that are initiating positive changes in the community.

Carson Group Sees 'Troubling' Lack Of Progress In Female Advisor Hiring

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The financial industry is failing to increase the representation of women advisors, the firm said.

Risk Remains In Economy In 2024, Cetera Says

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Much depends on the Fed's reactions to economic changes, according to the company's market outlook report.

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