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InvestmentNews
47 分钟
IRS, Treasury propose guidance for auto enrollment, catch-up contributions
Provisions of the Secure 2.0 Act took effect Jan. 1, but regulators only last week proposed rules to govern new automatic ...
InvestmentNews
1 小时
Wells Fargo keeping focus on independent advisors in 2025
Wells Fargo & Co.’s multi-year plan to support and build its independent broker and advisor channel is to keep on rolling in ...
InvestmentNews
1 小时
Baird expands in Massachusetts with new location in Danvers
The broker-dealer giant announced its first wealth office in the state as it welcomed two advisor teams from Janney and Wells ...
InvestmentNews
1 小时
CPI data show inflation progress toward 2% goal, says Fed's Barkin
Figures from December show core inflation tamer than expected, but "there's still work to do" amid broader uncertainty.
InvestmentNews
3 小时
Retiring wealth managers keeping M&A market hot, study shows
A massive retirement wave is hitting the financial advisor industry and that's causing RIA valuations, and anxiety, to rise.
InvestmentNews
5 小时
Ex-Raymond James, Merrill advisors depart for LPL
On Wednesday, the firm announced financial advisors Larry Forlenza and Carl Hanks, who previously oversaw nearly $430 million ...
InvestmentNews
6 小时
Corient snaps up $10.4B multi-family office in NYC
The acquisitive RIA deepens its New York presence further ahead of its Canadian parent's planned buyout by a Middle Eastern ...
InvestmentNews
5 小时
BlackRock CEO calls record client cash ‘just the beginning’
The Larry Fink-led firm's historic haul, driven by strong ETF flows, comes amid deals to muscle into the alternatives and ...
InvestmentNews
8 小时
Integrated Partners adds $1B AUM firm on West Coast in 'significant expansion'
Expanding network says it's bolstering capabilities to serve clients nationwide. An acquisition of an advisory team on the ...
InvestmentNews
8 小时
How can advisors engage the next generation about wealth management?
“By identifying and vocalizing shared family values, financial advisors can develop flexible strategies that accommodate ...
InvestmentNews
8 小时
SEC says Elon Musk cheated investors out of more than $150M
Elon Musk cheated Twitter shareholders out of more than $150 million by waiting too long to disclose his growing stake in the ...
InvestmentNews
8 小时
Is the $3T party over for Nvidia as investors broaden AI exposure?
Nvidia shares are projected to rise 32% over the coming year, according to the average of analyst price targets compiled by ...
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