Financial Advisor

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Stratos Wealth Lands Calif. Firm With $700M In AUM

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Pettinelli Financial Partners joins Stratos from Osaic. The firm's founder sought a succession plan.

Bridgewater Hit With Second Favoritism Claim Over CEO's Romance

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Jeff Gardner, a partner, was fired in December after working at Bridgewater for almost three decades.

Cathie Wood Can Only Watch As Nvidia Rides AI Wave She Foresaw

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Wood's flagship ETF is missing out in epic fashion on one of her favorite themes.

How Do You Profit From Bitcoin ETFs? Investors Face Dilemma

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Buying and holding bitcoin has major drawbacks.

Investors Piled Into ETFs To Bet On Nvidia's Earnings. It Paid Off

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Nvidia is delivering a bonanza to investors who piled into a handful of ETFs.

How KKR Helped JPMorgan Seal A Key Victory Over Private Credit

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A healthcare buyout shows the lines between banks and private lenders are getting blurred.

Anti-ESG Groups Take A Victory Lap As Asset Managers Flee

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Pimco joins JPMorgan Chase, State Street and BlackRock in a capital flight from an ESG coalition.

Advyzon-Apex Team Up To Merge Client Service And Custody Platforms

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The integration promises to save RIAs time on task-switching, the firms say.

Morgan Stanley Suit Isn't About Money, Billionaire Mike Ashley Says

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Ashley said the bank acted unfairly during a margin call.

Franklin Templeton Sees Alternatives Opportunities 2024

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The company sees advantages in the private credit and private equity spaces.

No Stock Bubble In Europe's Big Winners, Says Top Fund Manager

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This fund manager says hot European stocks are rising because of strong profits, not speculation.

T-Bills Without Tax Bills? This Fund Says It Cracked The Code

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A Marine Corps veteran with a finance Ph.D. has come up with a new way to avoid taxes.

Warburg Pincus Hands Cash Back To Investors As Rivals Struggle

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While other firms struggle to exit investments, Warburg Pincus has paid shareholders back.

'Thousands' Of New ETFs Seen In $8 Trillion Market's Next Leap

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A multi-share class structure once exclusive to Vanguard is now open to rivals.

Corporate Jet Use By Ultra-Wealthy Is Latest IRS Crackdown Push

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The agency will begin new audits for inappropriate tax deductions.

Ex-Osaic Advisor With $130M In Assets Joins LPL's Platform

by FA Staff

Cubby Bice operates Bice Wealth Management in Mooresville, N.C.

Senator Wants Legislation To Curb Private Placement Life Insurance

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The chairman of the Finance Committee says the policies aid tax avoidance.

Increasing Wealth Not Calming Younger Investors, Advisors Say

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The young have benefited from the great wealth transfer, but still suffer investing anxiety.

Private Equity Payouts At Major Firms Plummet 49% In Two Years

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Investors' focus on cash returns is ratcheting up pressure on PE firms.

Biden Cancels $1.2 Billion Of Federal Student Loans

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The move benefits those enrolled in the government's Saving on a Valuable Education (SAVE) plan.

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