Christopher C. Williams

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LPL Adds $750M Summit Planning Group

by FA Staff

The Connecticut firm and its seven advisors were previously with Lincoln Financial.

UBS Sees Opportunities Across Equities, Bonds, Alternative Assets

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Durable profit growth and falling inflation should support stocks, but UBS sees limited upside.

Racing Galloping Rally, Yardeni Raises 2024 S&P 500 Target To 5,800

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The economist sees no weakening in the robust equities rally.

B-D Osaic Adds Scheduling Platform For Advisors

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Fintech GReminders said its technology will "significantly increase office efficiency."

Economy Will Be 'OK' With 5% Rates, Top BofA Strategist Says

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History shows that the U.S. economy can thrive with 5% interest rates, strategist Savita Subramanian said.

Former Morgan Stanley Advisor Jumps To Raymond James

by FA Staff

Advisor Kevin Mize's California-based team managed more than $200 million at Morgan Stanley.

Top Fund Managers Say This 'Forgotten' Asset Class Is Poised For A Rebound

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Investors need to take another look at small-caps both domestically and internationally, they say.

In 'Goldilocks' World, Top BofA Strategist Touts Large-Cap Value

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Strategist Savita Subramanian sees "tremendous opportunities" over the next five to 10 years in large value shares.

Florida Advisor Joins Raymond James

by FA Staff

Anthony Losh previously managed $250 million with Ameriprise.

Private Equity Dives Into Sports Investing As Valuations Boom

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Sports team ownership, once the dominion of individual billionaires, is making room for private capital.

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