FA News

[1]  1 2 3 4 5 6 7 8   [2101]

Credent Buys Ohio RIA Managing With $450M AUM

by

The acquisition expands Credent's presence in the Cincinnati and Columbus areas.

LPL Adds $2.1B Raymond James Team In Texas

by FA Staff

The Noble Group, founded in 1996, comprises nine advisors and 13 support staff.

Miami Wealth Boom Fuels $13 Billion Firm Serving The Ultra Rich

by ,

CV Advisors has grown its client assets by 35% this year to $13 billion.

Fired LPL Chief Championed Culture He's Accused Of Violating

by

Former CEO Dan Arnold often spoke of maintaining a strong company culture.

Goldman's Rubner Worries His Year-End 6,000 S&P Target Is 'Too Low'

by

The S&P 500 tends to rally about 4% on average from Oct. 27 through year-end, he said.

Mortgage Rates Near 6% Are Enough To Start Up A Refinancing Wave

by ,

The volume of refinancings last week was nearly three times higher than a year earlier.

Buffett May Target Japan Bank And Insurance Shares, Analysts Say

by

The renewed presence of Buffett may provide a cheer for Japanese stocks.

Homebuyers Drawn To Asheville Are Hit By Horror Of Hurricane Helene

by ,

The storm is a wake-up call for an area that's been a magnet for wealthy homebuyers over the past decade.

A Look At Real-Life Annuity Solutions

by

In some instances, annuities can be the perfect retirement-planning solution.

Cerity Acquires Third Denver RIA Firm This Year, Adding $1.4B AUM In The Market

by

Janiczek Wealth Management specializes in serving high-net-worth clients.

LPL Partnership Will Let Advisors Show Clients Finances Through Visual Map

by

LPL is partnering with Philadelphia-based Asset-Map to help advisors better engage with clients.

Mercer Advisors Buys $440M AUM RIA In Philadelphia

by FA Staff

Kades & Cheifetz is the second acquisition for the Denver-based firm in as many days.

SEC Enforcement Director Gurbir Grewal To Resign Later This Month

by

Grewal played a role in the agency's stepped up enforcement under Chair Gary Gensler.

Money-Market Funds Stay In Vogue Even As Reforms Go Into Effect

by

High yields have continued to lure money to the funds despite mandatory liquidity fees.

Gen X Women Want The Most To Retire, But Face The Biggest Shortfall

by

They want $2.1 million to retire, on average, but fall far short of that, says a Northwestern Mutual report.

Goldman's Scott Rubner Worries His Year-End 6,000 S&P Target Is 'Too Low'

by

He says stocks are likely headed for a year-end rally and will be helped along by seasonal tailwinds.

How Advisors Can Combat Feelings Of Isolation Among The Wealthy

by

Nearly 75% of uber-wealthy clients aren't comfortable talking about their wealth, says Bernstein Private Wealth Management.

Carson Wealth Acquires $400M Montana RIA

by FA Staff

True North Financial is a six-person advisor team in Billings.

As Gambling Activity Explodes, Advisors Caution Against Ignoring Taxes

by

Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.

Raymond James Adds California Duo Who Managed $600M At Merrill Lynch

by FA Staff

Taryn Moll and Peter Henziak in Irvine, Calif., have joined the firm's employee advisor channel.

[1]  1 2 3 4 5 6 7 8   [2101]