Investmentnews Email Newsletter: Advisors adjust to higher-for-longer rate environment (June 3, 2024)

View in browser

The pulse of the financial advisory industry

TOP NEWS

Advisors adjust to higher-for-longer rate environment

Wall Street has found its hit song for the summer of 2024. It’s called higher-for-longer.

SEC bars former advisor, crypto trader

'Brokerage firms must broaden their horizons about what’s under scrutiny by regulators and what isn’t,' one compliance executive says.

PREMIUM

Deal advocacy: Redefining M&A in wealth management with Alaris Acquisitions

Beyond the highest bid: how Alaris advocates for cultural fit and strategic partnerships.

INVESTMENTNEWS AWARDS 2024

‘An immense responsibility to serve others’

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Matthew Walker, Fortitude Family Office.

VIDEO

Watch labor market, expect ‘higher-for-longer’ Fed policy, says WisdomTree strategist

Kevin Flanagan, head of fixed income strategy at WisdomTree, sits down with InvestmentNews anchor Gregg Greenberg to offer his credit and Fed outlooks for the rest of 2024.

WATCH MORE

For many wanting to quit work around 60, phased retirement can be the answer

The increasingly popular strategy lets people transition socially and financially, advisors say.

MORE NEWS

Integrity at heart of absolute return-based approach

'If we lose business doing the right thing, that's okay – but we certainly don't want to do that,' says CEO.

INVESTMENTNEWS AWARDS 2024

Finalist works to achieve a work-optional lifestyle for clients

InvestmentNews Awards 2024, Advisor of the Year (Western region): Cody Klein, SageView Advisory Group.

Organization unable to confirm further details right now, says interim CEO.

The high-net-worth group is coming over to join RBC Wealth Management’s advisory complex in New Jersey.

The breakaway duo, managing more than $300M in assets, are joining the employee-owned independent in California.

The global fintech provider has snapped up an advisor intent data provider to help asset managers sharpen their digital marketing.

The CEO of the electric vehicle 'breached his fiduciary duties' by trading on non-public company information, suit alleges.

A coalition of pensions, endowments, and other institutional investors are demanding a change to the fees they're charged.

OTHER NEWS

ILO revises global unemployment rate projection down to 4.9%

Revision due to ‘macroeconomic stability,’ lower-than-expected unemployment rates worldwide.

Advisors adjust to higher-for-longer rate environment

This email was sent

Country:

Tags