AI, branding, and social media emerge as key factors in attracting next-gen advisors, J.D. Power finds
Latest survey shows digital tactics and empowerment top of mind for early-career advisors to be satisfied with their firms.
Trump tariffs once viewed as punitive now win market approval
Recent calm is a turnaround from earlier in the year.
Bessent is not top Fed candidate but ‘very good,’ Trump says
Treasury secretary is in the right job but could replace Powell.
Citigroup backs silver to soar but warns gold’s peak is in
Analysts expect tighter availability of silver to drive up price.
JPMorgan’s surprise dealmaking gain shows tariff fear easing
Investment banking fees far exceeded analysts’ expectations.
Record low expense ratios are empowering retirement savers and their advisors
Mutual fund fees have improved thanks to the significant progress made, report shows.
Americans face a tough climb to seven-figure retirement comfort goal
Many are unprepared – and know it – according to a new survey.
M&A roundup: Creative Planning, Bluespring, Atlas announce activity this week
Latest mergers and acquisitions reflect continued rise of industry dealmaking.
From BlackRock to sovereign wealth, the next big wave of RIA investors has arrived
The private equity era in RIA M&A isn’t over but now faces entry from sovereign wealth funds and BlackRock-owned private credit firms. “They play a little bit different role than the traditional private equity investment,” Mercer’s CEO Dave Welling told InvestmentNews in reference to long-term capital from Singapore’s sovereign wealth fund, GIC.
Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
