The trusted resource for financial advisors - Investment News
EVENTS. Direct indexing is increasingly seen as a game-changing investment strategy and a key aspect of an advisor’s portfolio management. However, despite the benefits, certain factors around ...
Experienced investors make decisions alone, but they also value ...
1 day ago · While 71% of this cohort say they make investment decisions alone, but almost the same share (69%) also turn to professional advisors for information and advice at least some of the time. And the ...
Corient, formerly CI Private Wealth, targets 2026 for IPO
1 day ago · At the end of September, Corient reported $185.3 billion in total assets, up from $145.1 billion at the same time last year, an increase of 27.8 percent. During the third quarter, Corient ...
Bitcoin touches new high before retreating - Investment News
1 day ago · by Sunil Jagtiani. Bitcoin spiked above $93,000 for a short period as expectations of further interest-rate reductions by the Federal Reserve added to the impetus from President-elect Donald Trump ...
Not all advisors on bitcoin bandwagon, despite record returns
1 day ago · NOV 14, 2024. By Gregg Greenberg. Sometimes being a financial advisor means never having a FOMO. ("Fear of missing out," that is, for all you crypto squares out there.) Bitcoin burst through the ...
News - Investment News
Nov 8, 2024 · The 2024 InvestmentNews Women to Watch winners revealed. Leading women in the financial advisory profession came together in New York City last night to honor and celebrate achievement and resilience.
Investing - Investment News
Millennials more likely to seek stock gains through index funds. Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the ...
Industry News - Investment News
Nov 8, 2024 · Cetera’s CEO Antoniades stepping down at end of year. Antoniades’ position as CEO of Cetera Financial Group has been in question since spring of 2023. NEWS INDUSTRY NEWS NOV 07, 2024.
Mutual Funds - Investment News
Oct 25, 2024 · Western Asset's flagship bond fund sinks below $10B amid investor panic. The Franklin Templeton subsidiary's key fixed income fund has bled $11.1 billion in assets year-to-date amid a federal ...
ESG - Investment News
Oct 22, 2024 · Lawsuit vs. ESG investing in 401 (k) plans marks courts’ first test after Chevron ruling. A New Orleans-based appeals court is set to decide on a DOL rule that could impact $12T and more than ...