Edward Hayes

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Old National Bank Launches HNW Client Division

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The division, called 1834, will serve clients with more than $5 million in assets.

Despite Rough Market Year, Americans Still Optimistic, Study Finds

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A LendingTree study says that investors are still setting personal finance goals.

Advisors Need To Prepare For A 'Short' Recession This Year, Reports Say

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Advisors will have to closely monitor the market and give actionable insights to their clients, analysts said.

Gen Zers Want To Retire At 59, Northwestern Mutual Says

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A company survey also found that the younger generation is confident in their ability to retire.

Schwab Robo Clients Receive $52 Million For Allocation Disclosure Failures

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The firm is sending a total of $52 million to its eligible clients.

Firms Combine Tax Management Tech With Risk-Averse Strategies

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The partnership gives Frontier access to 55ip tech, and 55ip clients access to Frontier's risk-managed investment strategies.

Some Firms Still Put Their Faith in Cash

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StoneCastle Cash Management offers services that provide up to $25 million in FDIC insurance for cash accounts.

Securities-Based Loan Interest Cools Down

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The sluggish market is one of several factors that led to this decline in the loans.

Younger Investors Want Advisors With Good Mobile Apps, J.D. Power Says

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There was a significant focus among younger investors on mobile apps over websites in a company survey.

Havencrest Capital Eyes Healthcare Firms For PE Investments

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Founder Chris Kersey leads the firm after working as a medical doctor.

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