FA News

[1]  49 50 51 52 53 54 55 56   [2051]

Prospera Financial Adds $650M AUM Calif. Firm

by FA Staff

Painter, Smith & Amberg says its four advisors have more than 100 years in combined experience.

JPMorgan Hires Retired General Mark Milley As Senior Advisor

by

Milley will advise the bank's board of directors, senior leaders and clients on dangers around the world.

Mercer Hires Five Veteran Execs To M&A Team

by

The move more than doubles the size of the partner development team and adds a new marketing position.

Private Credit Cuts Pricing To Fend Off Wall Street Deal Grab

by , ,

Banks have begun trying to win back deals away from private lenders by sweetening terms and cutting pricing.

Wilmington Trust CEO To Exit $79 Billion Wealth Manager

by ,

Doris Meister, who has led Wilmington since 2016, will remain a consultant with the bank.

The ESG Backlash On Wall Street Spurs A Jump In ETF Closures

by

A net $4.3 billion was pulled last year from ESG-focused ETFs in the U.S.

Cetera Financial Acquires S.C. Firm With $312M AUA

by FA Staff

Regal Wealth Advisors in Myrtle Beach has joined Cetera's Summit Financial Networks.

Pathstone Boosts Total Assets Over $100B By Adding $3B AUM Colo. RIA

by FA Staff

Pathstone bills itself as one of the largest RIAs serving the ultra-high-net-worth segment.

You Can Blame Boomers For The Housing Market Inventory Shortage

by

Which raises the question: Is there anything that Baby Boomers can't be blamed for?

DOL Fiduciary Proposal Slammed During GOP-Led House Hearing

by

The agency "has overstepped its authority," Education Committee Chair Bob Good argued.

Dozens Of Banks Rapidly Piled Up Commercial Property Loans

by , ,

Regulators publicly warned the industry last year to carefully assess any large exposures to debt on commercial property.

Crypto Market Value Climbs Back Above $2 Trillion In Broad Rally

by ,

Sector-specific factors have been supporting Bitcoin, including the debut of US exchange-traded funds dedicated to the token.

Treasuries Extend Recovery From CPI Selloff On Weak Retail Sales

by ,

There remains a disconnect between how much easing the market expects and what policymakers consider likely.

Fed's Barr Says He Supports Powell's Careful Approach To Rate Cuts

by ,

Barr also repeated his long-standing view that the US banking sector is sound with “no signs of liquidity problems.”

2023 Recruits Add $15.9 Billion To Commonwealth

by

The leading financial network rolled out new offerings of every stripe to keep advisors coming.

Foundation Source Is Expanding Services For Private Foundations

by FA Staff

The firm has acquired PG Calc, a support organization for charitable programs.

Gensler Vows To Advance SEC's Rule Agenda As Election Looms

by , ,

November's elections could impact the agency's rule plans.

Morgan Stanley To Cut Several Hundred Jobs In Latest Pullback

by

The cuts will reportedly affect less than 1% of employees in the wealth-management business.

Jeff Bezos Reaps Florida Tax Benefit With $4 Billion Amazon Share Sale

by

Leaving the state of Washington state could have saved Bezos $288 million in taxes.

Why Are More Women Clients Than Ever Firing Advisors?

by

And how do you make sure you're not on the chopping block?

[1]  49 50 51 52 53 54 55 56   [2051]