Investmentnews Email Newsletter: GPB execs goosed records to pump sales, partner claims (July 12, 2024)

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GPB execs goosed records to pump sales, partner claims

"I wanted it to end," says former senior GPB executive.

Oil and natural gas stocks have lagged so far in 2024 as technology has led the way. Energy investors expect that to change in the months ahead.

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MassMutual provides a holistic wealth management experience

Daken Vanderburg on harnessing long-term strategies for sustained growth.

"Communication is the laggard in all families," says generational wealth-focused advisor.

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Covered call ETF demand still surging despite raging bull market

Simeon Hyman, head of investment strategy at ProShares, sits down with InvestmentNews anchor Gregg Greenberg to discuss the rise in covered call ETFs, as well as highlight a pair of new ProShares funds using a daily covered call strategy.

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New Technology Report closes today

Search for the industry’s best wealth technology and software ends soon.

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Former investment advisor fined over Grail Movement fraud

The ex-advisor repeatedly lied to members of his religious community and fabricated statements to conceal near-total losses, according to the SEC.

The RIA aggregator’s ninth acquisition in 14 months also represents its first foray into the South as it gains a foothold in Tennessee.

Wealthtech titan to be snapped up in a transaction that also includes Reverence Capital, BlackRock, Fidelity, and other strategic partners.

The veteran-founded firm officially launches its 'Bridge Builder to Independence' model with the arrival of a former $275 million wirehouse advisor.

The employee-owned wealth firm’s latest addition previously managed north of $185M at the wirehouse.

Quarterly index research reveals heightened worries over inflation, politics, and market turbulence in the next 12 months.

BlackRock survey exposes gender and generation gaps even as six-tenths of workplace savers feel financially on track.

The independent broker-dealer welcomes six new advisors who reported a total of nearly $600M in assets under administration between them.

Core CPI's smallest monthly advance since August 2021, led by cheaper gasoline, adds to evidence of downward inflation trend.

Four years after entering the markets, the active non-transparent ETF structure has failed to live up to its game-changing promise.

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Sack the weak?

Multinational company Intuit firing 10% of staff to hire fresh blood – but does this management style work?

GPB execs goosed records to pump sales, partner claims

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