Raymond James, Osaic laud new bank partnerships
A Texas-based bank selects Raymond James for a $605 million program, while an OSJ with Osaic lures a storied institution…
Bessent backpedals after blowback on ‘privatizing Social Security’ comments
The Treasury Secretary’s suggestion that Trump Savings Accounts could be used as a “backdoor” drew sharp criticisms from AARP and…
Savvy Advisors adds $270 million Perspective 6 team with medical technology niche
“We’ve actually found that the best advisory teams and solo advisors have figured out a niche that they work well…
Top 10 FINRA-compliant client management software for RIAs
Discover FINRA-compliant client management software built to streamline compliance and protect your investment firm
BlackRock ETF nabs $4 billion for a crypto trade beating bitcoin
The once-sleepy Ether is getting its moment as a 50% price jump and key regulatory signals excite retail and institutional…
Financial advisors often see clients seeking to retire early; Here’s what they tell them
Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.
Robinhood beats Q2 profit estimates as business goes beyond YOLO trading
Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely…
KKR beats analyst estimates as fees offset slowdown in exits
The positive earnings surprise came as the alternatives giant revealed new details about its partnership with Capital Group, along with…
Lido hires digital marketing head from Cerity for C-level role
Justin Barish brings his expertise in digital strategy and communications to help accelerate the LA-based RIA’s growth.
Choreo taps another ex-Edelman leader to C-suite
Chief growth officer Keith Kotfica brings 30 years of industry experience as he spearheads the $27.2 billion RIA’s affiliated referral…