After shooting horror, advisors weigh impact of Republican platform on client portfolios

After shooting horror, advisors weigh impact of Republican platform on client portfolios

Americans from coast-to-coast will be tuning into this week's GOP convention. Wealth managers will be watching too.

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Wells Fargo discloses problems with fees on cash

"Do these disclosure issues and conflicts at Wells Fargo also exist at peers," one industry executive asks.

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Model portfolios helping advisors navigate markets more than ever, says Envestnet co-CIO

Envestnet Co-Chief Investment Officer Dana D'Auria joins InvestmentNews anchor Gregg Greenberg to discuss how financial advisors are utilizing model portfolios to meet the challenges of the current market.

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The biggest hits (and misses) of 2024

Advisors recount their successes of the first half, as well as their failures, because nobody at the track trusts a guy that shows you only his winning tickets!

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VIDEO

Here’s why stagflation is an underappreciated risk to the market

Doug Fincher, portfolio manager at Ionic Capital Management, explains why stagflation is an underappreciated risk to the economy and investors.

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I took my ankle bracelet off when I became an RIA, says CEO

Ex-Merrill advisor says being independent means "getting creative".

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Recent readings bolster Fed’s inflation confidence, says Powell

The Federal Reserve chair sees a clearer path to the central bank’s 2 percent target following Q2 inflation measures and latest jobs data.

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ETF flows push BlackRock to $10.6T AUM summit

The world’s largest asset manager reported $82B in net inflows as ebullient markets and key alts bets brighten outlook.

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Nationwide names next leader for annuity business

Industry veteran Craig Hawley set to take over as leader of Nationwide Annuity pushes through with retirement.

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SMArtX update helps smooth out tax drag in SMAs

The managed accounts tech firm’s new tool aims to help financial advisors reduce the tax impact of switching investment models.

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Under inflation pressure, four in five Americans finding it harder to pay medical bills

Survey finds more US adults living with medical debt, with some avoiding health care to stretch their budgets.

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Osaic beefs up its retirement income planning platform

With more than $4b in retirement assets planned per year, the firm is putting even more advanced strategies within advisors’ reach.

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LPL scores $750M team from Osaic

The wealth juggernaut extends its recruiting streak in Connecticut with a veteran advisor ensemble.

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Kitces virtual event puts spotlight on IAR CE requirements

Full-day educational program will help investment advisers fulfill new ethical requirements as NASAA model rule reaches two key hotspots.

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Goldman Sachs posts earnings beat as traders outpace estimates

Q2 earnings rose 2.5 times above the same period last year, but results from its merger business fell short of analyst estimates.

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Trump’s second-term run threatens muni bonds’ tax edge

A long-enshrined tax exemption to municipal bonds could end up scrapped if the 45th president gets his way.

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Where are the best countries for work-life balance?

Annual leave, statutory sick pay, minimum wage boost countries' employee wellbeing.

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