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InvestmentNews
1 小时
Independent Advisor Alliance, Compound Planning hail 2024 milestones
Independent Advisor Alliance and Compound Planning have announced key growth milestones as they gear up for continued ...
InvestmentNews
2 小时
CFP Board reveals leading firms in new certificants
The credential-granting body's 2024 leaderboard for new certification features Fidelity, Schwab, Northwestern, and LPL.
InvestmentNews
3 小时
Vanguard fund close to toppling world's largest ETF
With sticky investors and strong initial inflows for 2025, the S&P 500 tracking ETF is threatening the decades-long reign of ...
InvestmentNews
7 小时
Capital Group expands retirement planning services for financial advisors
Advisors will have access to a new product that can be offered to small business owner clients to help engage their workforce ...
InvestmentNews
7 小时
SEC staff axes guidance much criticized by crypto industry
US Securities and Exchange Commission staff repealed accounting guidance the crypto industry has said squashed its ability to ...
InvestmentNews
7 小时
Treasuries largely unaffected by Trump's first week
The US bond market is ending the first week of Donald Trump’s second presidency pretty much where it began. The yield on US ...
InvestmentNews
7 小时
As rent growth slows to 14-year low, where are investors seeing the best returns?
The average annual rent growth is not uniform across property tiers and those that are higher-priced (125% or more than the ...
InvestmentNews
5 小时
Wealth Enhancement extends 2024 M&A calendar with VanceGray Wealth Management
The Oregon-based independent managing $409 million in assets expands the RIA aggregator's presence in the Pacific Northwest ...
InvestmentNews
7 小时
Morgan Stanley says dollar sellers are more common than thought
“While dollar bulls are numerous and perhaps most vocal in expressing their views, there seems to be a more ‘silent’ ...
InvestmentNews
23 小时
SEC bars faith-based advisor who sold phony promissory notes
The advisor “failed to disclose multiple conflicts of interest and misappropriated client assets," the SEC said.
InvestmentNews
20 小时
What rising complexity in ETFs means for investors
One CFRA strategist argues the increasing influence of derivatives-based strategies won't necessarily lead to more risks.
InvestmentNews
4 小时
Focus Partners Wealth acquires $4.16B Merriman
The giant RIA and wealth hub is bolstering its Pacific Northwest footprint as Focus reveals another internal consolidation in Seattle.
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