Posing as a broker, Maryland insurance agent grabs clients' savings

Posing as a broker, Maryland insurance agent grabs clients’ savings

"Customers should use regulated industries to their advantage and hire career specialists in each area of their lives," says one industry executive.

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Advisors weigh in on Nvidia’s earnings, outlook

The AI chipmaker's widely anticipated second quarter earnings are out. Now advisors need to decide what to do with them.

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THE INVESTMENTNEWS PODCAST

Top advisor recruitment firm is a family affair

Bruce talks to Jodie Papike, CEO of advisor recruiting firm Cross-Search, about her experience of being a senior woman in a male-dominated industry, being a second generation recruiter, and the impact of private equity investment on advisors.

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Half of people plan to work past 65 or never retire, survey says

Working longer helps with finances and psychological wellbeing, but over half of people end up retiring sooner than planned.

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VIDEO

Market headed higher, especially construction stocks, says Pence Capital CIO

Dryden Pence , CIO of Pence Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss his bullish forecast for the rest of 2024, as well as his positive outlook for construction and engineering stocks.

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Bank of America, Merrill Lynch fined $3M over "deficient" supervision systems

BofA and its subsidiary failed to review roughly 700 equity trades and 125,000 options trades that were “potentially manipulative,” according to Finra.

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Crypto millionaires have doubled over the past year: Henley & Partners

With crypto assets soaring to $2.3T in market value, the number of crypto centi-billionaires has grown 79 percent.

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Generative AI still too hot to handle, say investment firms

CFA Institute survey unpacks industry’s mixed views on artificial intelligence, and how the road to AI + HI is still paved with risk.

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Expect advisors' ETF love affair to continue, says Cerulli

A shift from mutual funds, product expansion at asset managers, and the growing appeal of active ETFs will help drive adoption forward.

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$300M Northwestern Mutual team decamps to RayJay

The group led by a trio of advisors is joining the firm’s independent advisor channel in Colorado.

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Gen Z leans on AI and family for financial guidance

Survey research unpacks AI’s role in helping Gen Z manage their finances, plus how they prioritize spending and saving.

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Elizabeth Warren presses for details on Finra’s enforcement slowdown

Decline in actions appears to indicate "a deliberate deregulatory effort," the Democratic senator said in a letter.

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Treasury yields rise on resilient signals pointing to measured Fed cuts

A positive revision in US GDP and healthy job market numbers prompted traders to pare their expectations.

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ILO: People with disabilities earning 12% less than those without disabilities

Three-fourths of pay gap 'unexplained,' report says.

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