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Sanctuary Lands Ex-Merrill Lynch Texas Team With $1.5B AUM

by FA Staff

Chappell Wealth Management is the 17th breakaway team to join Sanctuary in Texas.

CD&R Affiliates Will Acquire Wealth Manager Focus Financial In $7 Billion Deal

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Shareholders in New York-based Focus will receive $53 in cash per share.

JPMorgan Investment Arm Purges Its ESG Funds Of Adani Stocks

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The move comes as a number of major investment firms continue to sit on Adani stakes in ESG funds.

March Will Bring Bear-Market Risks For U.S. Stocks, Morgan Stanley Says

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The S&P 500 has dropped for three straight weeks amid concerns about inflation and Fed rate hikes.

Dimon Says The U.S. Economy Is Facing Some 'Scary Stuff'

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Fed tightening and the Russian invasion of Ukraine cloud the future of the nation's economy, JPMorgan CEO Jamie Dimon said.

The Fed's Worst Fear Could Come True In Southern Job Market

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There's concern that the South's red hot job market could cause wages and prices to spiral out of control.

Rockefeller Adds 3 Ex-Merrill Lynch Teams In Florida, Indiana And California

by FA Staff

The additions include a team in Winter Park, Fla., that managed $2.5 billion at Merrill Lynch.

Fidelity To Hire 4,000 For New Roles, Bucking Industry's Firings

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Other big investment companies have been trimming headcount amid economic uncertainty.

Judge Rejects Claim Against Ex-Edward Jones Advisor Accused Of Stealing Client List

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A federal judge denied the firm's request for a restraining order against Illinois advisor Cory Clem.

America's Priciest Neighborhoods Are Changing As The Ultra-Rich Move To Florida

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Real estate values in wealthy neighborhoods are reflecting broader pandemic migration.

Private Equity Industry Sees Opportunity As Market Volatility Rises

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Private equity firms are touting their investments as an alternative to investors who have soured on the public markets.

Cetera Takes Minority Investment In $1.7B Kansas Firm

by FA Staff

Prosperity Advisors has locations in Kansas, Ohio and Indiana.

Investor Confidence Continues To Decline, J.D. Power Says

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The company's fourth-quarter investor confidence report found confidence was declining more slowly than in previous surveys.

SREIT Cleared For Trading On Alternative Trading System

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The Starwood Real Estate Income Trust is now available on the Realto platform.

Number Of CFP Professionals Grew Globally By 5% In 2022

by FA Staff

Regions in the Americas and Asia-Pacific saw the biggest gains.

More EVs Will Qualify For Tax Credits After U.S. Reverses Course

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The Treasury Department effectively expanded eligibility for a lucrative $7,500 consumer EV tax credit.

Are Alternative Assets Still The Place For Smart Money?

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Questions remain, but these risky investments still have devoted fans.

3 Lessons About Alternative Investments

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Here are three things I learned from conversations with advisors at the CAIS Alternative Investment Summit.

Getting Personal

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Clients want to know you're talking directly to them.

To Know Clients, Know Their History

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Many clients' financial lives are determined by defining moments. If you want a better relationship with them, you need that context.

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