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    SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

    July 18, 2025 /

    Chair also praised the passage of stablecoin legislation this week.

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    RIA M&A activity surges to second-quarter record

    July 21, 2025

    Blue Owl Capital, Voya strike private market partnership for retirement plans

    July 14, 2025

    Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

    July 15, 2025
  • News

    Waller says Fed should cut rates now with labor market on edge

    July 18, 2025 /

    “We should not wait until the labor market deteriorates,” says Fed governor.

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    SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

    July 18, 2025

    AI, branding, and social media emerge as key factors in attracting next-gen advisors, J.D. Power finds

    July 16, 2025

    Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York

    July 15, 2025
  • News

    Netflix tops Wall Street’s lofty estimates, raises forecast

    July 18, 2025 /

    Second-quarter results that exceeded investor expectations.

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    Inflation comes in higher in June as tariffs, housing trends shape outlook

    July 15, 2025

    H2 outlook: Tariffs driving uncertainty in markets

    July 14, 2025

    Great Wealth Transfer: Why advisors better get ready for more women with money

    July 16, 2025
  • News

    How much could you earn working for a single family office in 2025?

    July 18, 2025 /

    Report looks at talent attraction, retention in investment focused firms.

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    Gold rises with US interest-rate cuts and tariff agenda in focus

    July 21, 2025

    Advisors play career counselor as more employees return to the office

    July 18, 2025

    KKR urges investors to embrace risk assets, hedge weaker dollar

    July 16, 2025
  • News

    Upper-income optimism powers consumer spending, but for how long?

    July 18, 2025 /

    Meanwhile, those earning less are feeling cautious about spending too much.

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    Coldstream names new CEO, enhances leadership amid rapid three-year growth

    July 18, 2025

    Stocks slide as trade war escalates again

    July 14, 2025

    Stocks rise as US strength, earnings lift optimism: markets wrap

    July 18, 2025
  • News

    Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

    July 17, 2025 /

    Maridea Wealth Management’s deal in Chicago, Illinois is its first after securing a strategic investment in April.

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    BofA Poll Shows Investors Flock Into Risk Assets at Record Pace

    July 15, 2025

    Trump executive order set to ease path for private assets in 401(k)s, but hurdles remain

    July 17, 2025

    SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

    July 18, 2025
  • News

    Trump executive order set to ease path for private assets in 401(k)s, but hurdles remain

    July 17, 2025 /

    A new PitchBook analysis unpacks sticking points relating to liquidity, costs, and litigation risk for would-be investors and plan sponsors.

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    Upper-income optimism powers consumer spending, but for how long?

    July 18, 2025

    H2 outlook: Tariffs driving uncertainty in markets

    July 14, 2025

    BofA Poll Shows Investors Flock Into Risk Assets at Record Pace

    July 15, 2025
  • News

    Harvard bonds draw buyers as clash with Trump fuels selloff

    July 17, 2025 /

    The once-prized bonds fell from favor earlier this year, but they’re back in demand as debt issued by elite colleges look increasingly like bargains.

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    Fed chair contender is now in favor of cutting rates, just as Trump wants

    July 15, 2025

    Netflix tops Wall Street’s lofty estimates, raises forecast

    July 18, 2025

    Investor hunger for yield drives S&P 500 dividend option growth

    July 21, 2025
  • News

    Advisors bullish on Nvidia in wake of AI chipmakers’ return to China

    July 17, 2025 /

    Nvidia saw restrictions on its China business lifted this week and that is lifting the spirits of wealth managers bullish on the tech giant’s future.

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    SEC bars ex-broker who sold clients phony private equity fund

    July 18, 2025

    Clients are nervous about volatility, but advisors know they need to stay the course

    July 15, 2025

    Ultra-rare metal rides AI boom as commodities star performer

    July 17, 2025
  • News

    S&P 500 flirts with record as strong retail sales bolster growth

    July 17, 2025 /

    Stronger-than-expected economic support from consumers reinforces the case for the Federal Reserve to stay in its holding pattern on rates.

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    Top Commonwealth advisor to recruiters: Stop with the cold calls already!

    July 14, 2025

    Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

    July 17, 2025

    From BlackRock to sovereign wealth, the next big wave of RIA investors has arrived

    July 15, 2025
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  • Goldman Sachs brings private credit to defined contribution plans
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  • RIA M&A activity surges to second-quarter record
  • Cheap Car Insurance In Colorado 2025
  • Investor hunger for yield drives S&P 500 dividend option growth
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