FA News

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Bank Leaders Say Real Estate Pain Is Still Confined To Office

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Commercial real estate is “fine” outside of office lending, one bank executive said.

Hitting Magic $5B AUM Mark Requires Multiple Growth Engines, Execs Say

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Executives from successful advisor firms weighed in on what it takes to become a multibillion-dollar operation.

Outsized Magnificent 7 Performance Reminiscent Of 1999, Orlando Says

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At some point, Federated's Phil Orlando expects a shift away from growth towards value stocks.

Retirement Savings Rise By Nearly 10% In First Quarter At Schwab

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Savings account holders with a financial advisor, held substantially higher balances than those without.

Popular Hedge-Fund Trade Pushes Bitcoin-Futures Shorts To Record

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The basis trade seeks to profit between discrepancies in spot and futures markets.

Nvidia Eclipsing Apple Threatens Radical Shakeup Of $67 Billion ETF

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Nvidia's weight in the Technology Select Sector SPDR Fund could go from 6% to 21%.

How To Keep Up With The Flood Of New Investment Products

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Advisors can benefit from keeping themselves up-to-date on the latest products.

Most Private Equity Investors Fear Cash Is Stuck In Zombie Funds

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Buyout funds are struggling to get the price they want for exiting investments.

Fed's Higher-For-Longer Stance Hits Firms That Expected Rate Cut

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Bankruptcies are up and capital investments in manufacturing have slowed.

Meta's 450% Surge Offers Potential For Next Big Tech Stock Split

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The owner of Facebook is the only stock in the so-called Magnificent Seven that hasn't ever split shares.

Pimco Warns Of More Regional Bank Failures On Property Pain

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High borrowing costs have hammered valuations and triggered defaults in the sector.

Hedge Funds Pile Into Copycat Quant Trades They Once Derided

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Hedge funds are becoming a major driver of the boom in what are known as quantitative investment strategies.

Team-Based Advisor Firms Outperform Solo Practices, Cerulli Says

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Advisor teams provide more services and have more assets, the research firm said,

JPMorgan Warns Of A Shock To Stock Market's Calm From CPI, Fed

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The options market is betting the S&P 500 Index will move 1.3% to 1.4% in either direction.

UBS Adds $470M Advisor Firm In Colorado

by FA Staff

The company also added a market director in Oregon and an advisor team in Philadelphia with $170 million in AUM.

Industry Group Asks For Speedy Decision In Its Suit Against DOL Rule

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The Federation of Americans for Consumer Choice asked a judge to rule on its request for an injunction by July 26.

There's Still A Way To Snag A 3% Mortgage Rate

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Assumable mortgages are rare but allow buyers to take over a seller's existing debt.

States Stepping Up Efforts To Tax Former Residents, Advisors Say

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States are in some cases trying to slap a tax on stock sales that happen after a taxpayer leaves.

Focus Financial Adds Four To Leadership Team

by FA Staff

The appointments include the former CEO of Apollo Global Management.

Why U.S. Financial Markets Are Cruising Through A Long Fed Hold

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There appear to be three main reasons for the economy's resilience in the face of elevated interest rates.

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