Oklahoma sued over anti-ESG law
A former state employee is challenging a state law that targets financial firms, including BlackRock and JPMorgan Chase, for their climate change policies.
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Known co-founder Molina Niño focuses on wealth gap
The investment advisory firm is highly diverse and will never need a DEI initiative, co-founder says
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Another worrisome conflict of interest emerges
With interest rates rising, it's more challenging to make the case for clients having a mortgage or other collateralized loan.
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When it comes to responsible investing, language matters
A recent survey shows clients were more likely to talk to their advisors about 'responsible investing' than 'ESG investing.'
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National RIAs to merge to create $11.2B firm with plans to hire in 2024
For one of the partners, it’s the second merger in as many months.
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Steward Partners attracts ‘peachy’ $275M partner for its first Georgia offices
Expansion comes via two advisors who join from Wells Fargo.
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Binance to pay $4.3B in settlement as firm, CEO plead guilty
Crypto exchange chief will also pay $50M as part of the agreement.
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Sam Altman to return as CEO at OpenAI
The move comes just days after investors were blindsided by his removal.
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Stocks mixed ahead of key economic data
Last day of trading before US markets pause for the holidays.
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Japan’s value stocks to extend overperformance in 2024, says UBS
The relatively cheap stocks set to gain from rebounding economy.
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Brokerage industry applauds, PIABA criticizes approval of remote inspection proposals
'It's supervision by Zoom,' PIABA says, while Finra says the new rules reflect hybrid work arrangements while protecting investors.
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Consumers like these wealth apps best, J.D. Power says
On the surface, there isn't much difference, but results people get from planning services can vary wildly.
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How will you rate your fund providers and investment research platforms?
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of fund providers and research platforms.
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Nontraded REIT sales tank in 2023
'Ironically, I think the redemption issue is the best thing ever happen to nontraded REIT space,' says Kevin Gannon of Stanger.
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Wealth inequality is result of ‘pure randomness’: Study
But advisors say there’s more to the wealth gap than 'just luck.'
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Morgan Stanley co-president Andy Saperstein diagnosed with cancer
The executive plans to continue working as he begins to receive treatment.
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6 unintended consequences of staying the course
While it may seem ‘safer’ to stay put, there are risks that many advisors are unaware of.
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More Americans are tapping their retirement accounts in current hard times
But Fidelity research also reveals encouraging long-term savings behaviors.
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Husband and wife managing $260M join Raymond James from Edward Jones
Virginia-based advisors says it was a hard decision to switch after two decades.
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Bond managers urge investors to put their cash reserves to work
With the Fed expected to start cutting rates in 2024, cash may not be a winner for long.
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