Savant Wealth targets Silicon Valley with Parkworth acquisition
With Parkworth Wealth Management and its Silicon Valley tech industry client base now onboard, Savant accelerates its vision of housing…
Bets on Fed rate cuts are sweeping through US bond market
Signs of a faltering American economy and growing support for easier policy rates at the Fed are swaying fixed-income investors.
InvestCloud rolls out new-generation AI solutions with Zocks, smartKYC
The wealth tech giant is unveiling its new offerings, designed for advisor productivity and client engagement, as investors and experts…
RIA moves: Aspen Standard adds $1.1B Boston RIA, Ashton Thomas enters Hawaii market
Meanwhile, Merchant is continuing to expand its support for RIAs by partnering with a South Dakota-chartered trust company.
The Fed faces the challenge of the dual mandate; what happens next?
“I think the next durable theme for investors is going to be security: energy security, technology security, defense,” Jamie Cox,…
Bulls get another reason to worry as sentiment gauge flashes red
Guage signals investor exuberance may be running too hot.
Goldman trader says buoyant stocks are ignoring recession risks
Schiavone warns that ‘the market can’t look far enough’.
OpenAI in talks for share sale at $500 billion valuation
It marks an enormous gain in value for the artificial intelligence leader.
Younger Americans want advisors who know AI – but still want the human touch
Human guidance still wins over AI alone according to new report.
Homeowners have seen their home equity jump $600B in the past year
Report highlights ability for owners to unlock larger loan offers.