FA News

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Homrich Berg Adds $4B Florida Family Office Team

by FA Staff

Homrich, which manages $18 billion, expanded its footprint in Florida with the opening of the new Tampa office.

Finra Suspends Ex-Broker 3 Months Over GPB Partnership Sales To Seniors

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Christopher J. Shaw is the latest rep to face enforcement for allegedly pushing the risky investments.

IRS Cracks Down On Conservation Easement Scams

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Clients in partnerships and pass-through entities can sometimes get entangled in these tax dodges, advisors say.

A 10-Day Test Is Coming For Bond Market Battered By Selloff

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A run of key news events is raising a risk that the selloff could gather some steam in the next few weeks.

Next Hurdle For Treasurys Is Whether U.S. Keeps Debt Sales Stable

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Some debt auctions, including those for 10-year notes, have already reached record sizes.

JPMorgan Says AI Power Demand Is Straining U.S. Water Supplies

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Large data centers can use as much as 5 million gallons of water daily.

Mid-Market Firms Vulnerable To Economic Pressures, Goldman Execs Say

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They expect many firms to close or consolidate in the coming months.

Ex-Goldman Partners Amass $1.6 Billion For Direct-Lending Effort

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They plan to finance companies with “durable competitive advantages” in the upper-middle market.

Hightower Drops Pursuit Of Injunction Against Former Advisor

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The company said it will pursue its claims of non-compete violations against Lars Knudsen through arbitration.

Alts Can Buoy And Protect A 60/40 Portfolio, Experts Say

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A panel of investment strategists said a 20% alternative allocation to a traditional portfolio is not unreasonable.

Dead Advisor's Estate Ordered To Repay $1.3M To Wells Fargo

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A Finra arbitrator ruled that a promissory note required that he repay the sum after he was fired by the bank.

Growing A Firm May Leave Legacy Clients Behind, Kitces Says

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Advisors face tough decisions when their most loyal clients become unprofitable, he said.

Even Commissioned Advisors Think Annuity Sales Need Fiduciary Standard

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The lack of a standard gives insurance brokers an unfair advantage, advisors say in a new survey.

Here Are 5 Industries With The Most At Stake In Presidential Election

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Healthcare and energy are among the businesses with the most at stake.

Economists Boost U.S. Growth, Spending Forecasts Into Early 2025

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Economists see the Fed cutting rates in November, December and into 2025.

BofA's Hartnett Says Bets On Gold Are Rising Before U.S. Election

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The gold trade is part of a wider investor strategy to position portfolios against a possible win for Donald Trump.

How A $33 Billion Fund Manager Scored A Perfect Record Betting On Value

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Hotchkis & Wiley's 100% win rate is the highest among 91 large firms with 10 or more mutual funds.

Election Won't Hurt Stocks Either Way, Richard Bernstein Says

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The investment manager sees a broadening of market performance and improving fundamentals, whoever is in the White House.

U.S. Leveraged Loan Sales Hit Record $986 Billion In Repricing Run

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Companies issued a record level of leveraged loan debt, mostly to cut interest expense on existing debt.

Morgan Stanley Says CEO Ted Pick To Succeed Gorman As Chairman

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James Gorman said in May he would step down at the end of the year.

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