FA News

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Another Osaic Team Leaves To Join LPL Platform

by FA Staff

Prestige Wealth Group, which manages $540 million in assets, has offices in New Jersey and Maryland.

Summit Takes Minority Stake In $550M Illinois RIA

by FA Staff

The investment in the Chicago area firm is the 17th such deal by Summit this year.

Producer Prices Jump On Eggs But Fed Categories Come In Soft

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Components of the personal consumption expenditures price index. Those were favorable across the board.

Neutral-Rate Guessing Game Comes With High Stakes In Bond Market

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Policy makers' estimates of the long-run interest rate range from 2.375% to 3.75%.

Carlyle Raises $5.7 Billion For New Opportunistic Credit Fund

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The firm is pushing to get bigger in credit, particularly in asset-backed lending.

Snowden Lane Creates Retirement Continuity Plan For Advisors

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Advisors will be able to transfer their business to a younger advisor while still receiving compensation.

RSF Loans To Small Companies Making A Social Or Environmental Impact

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The firm allows investors to help make loans to small companies making an impact.

SEC, U.S. Attorney Accuse Colo. Ex-Advisor Of Fleecing $1.3M From Pro Athletes

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In a complaint, the agency said that Ian G. Bell of Denver defrauded at least 29 investors in a day-trading scheme.

Citi Wealth Urges Investors To Look Past S&P 500 For 2025 Gains

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Investors should look for opportunities beyond the usual suspects, the bank's wealth division says.

Homrich Berg Buys $6.4B Family Office In Maryland

by FA Staff

WMS Partners is the latest transaction for Atlanta's Homrich Berg and boosts its AUM to $24 billion.

Trade Group Chief Hopes Atkins Nomination Means End Of Regulation By Enforcement

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The IAA's president expects a culture shift at the SEC, with fewer surprises and more collaboration.

David Bonderman, Buyout Dealmaker Who Co-Founded TPG, Dies at 82

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The co-founder of private equity titan TPG became a billionaire spearheading company takeovers.

Americans Spend More Years Sick Than Rest Of World, Study Finds

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People in the U.S. live with illness for 12.4 years on average.

Gundlach Sees Inflation Fears Lingering, Deficits Challenging The Fed

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The bond market is grappling with sticky inflation, says DoubleLine's CEO.

SEI Investments Acquires LifeYield To Enhance Multi-Account Tax Management

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SEI is betting the acquisition will enable advisors to optimize after-tax returns.

Hedge-Fund Startups Dwindle As Managers Battle Pressure On Fees

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The industry is having trouble convincing fee-conscious investors to fork out cash for new market players.

BofA Warns Stocks Underpricing Risk Of Inflation Return

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Tensions over price pressures could still disrupt confidence about interest-rate cuts.

Wall Street Veteran Sallie Krawcheck Passes Reins Of Firm, Citing Health

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She'll be stepping down from Ellevest, the wealth management firm she founded that's geared toward women.

Allspring Managers Tout Small-Caps, Active Management

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The firm's managers were upbeat about a market broadening beyond the Magnificent 7.

Investors Expecting More From Digital Services: J.D. Power

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Investors want help and easy navigation from digital tools. But data insecurity is a deal-breaker.

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