After UBS earnings, is cash sweep drama over?

After UBS earnings, is cash sweep drama over?

Broker-dealers are particularly interest rate sensitive companies.

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Expect lower Social Security COLA amid slower inflation

Retirees can be more affected by inflation, and cost increases are not consistent across categories or geographies.

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PREMIUM

Beyond predictions: thriving in an unpredictable market

Weitz co-heads of fixed income on fundamentals over forecasts.

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Free white paper: The Advisor’s Guide to Philanthropic Giving

Discover actionable strategies you can apply to your practice today, including case studies that reflect real-life situations. Help your clients give back with confidence.

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Harris or Trump? Which candidate is Wall Street pulling for?

Neuberger Berman Private Wealth CIO Shannon Saccocia weighs in on what investors should be doing ahead of election day.

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VIDEO

Downside protection ETFs taking off as worries over bull market grow

Joe Cusick, portfolio specialist at Calamos Investments, sits down with InvestmentNews anchor Gregg Greenberg to discuss the firm's ETFs offering investors full downside protection.

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Compliant requirements to consider before going RIA

ADV documents that outline the who, what, where and when of the business are critical, says compliance expert.

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Finra fines Morgan Stanley $400k over trade disclosure flubs

The brokerage giant reportedly failed to accurately disclose critical information on more than 500,000 trades involving munis and debt securities.

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Despite basic awareness, life insurance gaps still plague Americans

New Corebridge survey reveals false beliefs around costs, uncertainty on coverage, and what motivates people to get insured.

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Franklin Templeton’s SMA models find shelf space on Orion

The storied asset manager looks to grow its $137B SMA business further with advisors on the TAMP provider’s platforms.

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Snappy Kraken expands ambitions to bigger RIA businesses

Wealth tech provider unveils mid- to enterprise-level marketing platform, taps Altruist and Schwab vets to support larger RIAs and BDs.

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NFP snaps up LA-based HNW financial concierge

The global financial services firm and Aon subsidiary is elevating its service to affluent entertainers and athletes with its latest acquisition.

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Three-quarters of advisors flag compliance as a top tech challenge

New report runs through advisors’ tech pain points including fragmentation, lack of training, and finding time to learn new systems.

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Fight against investor fee confusion far from over, says Dalbar

While 74 percent said fees are critical for investment decisions, nearly half are unsure or unaware what they’re paying.

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Households’ Covid-era liquid wealth has ebbed, leaving historic debt

Federal Reserve analysis unpacks trends in pandemic wealth, money market fund holdings, and debt across income groups.

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Fed rate cut hopes stay alive as July core inflation eases

A fourth straight month of easing in annual inflation adds support for a September easing in monetary policy.

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Rockefeller crashes the high-yield muni bond party with new ETFs

The New York-based asset manager is the latest to join the booming $131B muni ETF space.

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UAW files charges against Trump, Musk

"It is a federal right of workers to go on strike and they cannot be fired for that," union president says.

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