New IRS Commissioner Addresses Concerns About Audit Rates
Daniel Werfel says there’s no target on small businesses.
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Morgan Stanley, UBS Pick Bonds Over Stocks on Recession Risk
Fund managers argue that bonds, particularly higher-rated ones, will be able to better weather any economic slowdown, whereas stocks would suffer more if the Federal Reserve fails to navigate a soft landing.
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Bid to Launch ETFs That Aim to Double Tesla’s Famous Volatility Filed With SEC
If launched, TSLT and TSLZ would be the first double-leveraged Tesla-focused single-stock ETFs to trade in the US market.
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401(k) Real Talk Episode 58: May 3, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
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Liz Nesvold Says Farewell to Raymond James, Takes Top Spot at Cresset
After a long tenure as the investment banker to RIA dealmakers, Nesvold is jumping to the other side of the table and joining former client Cresset, a fast-growing $30 billion RIA.
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RPA Edge: Jim Smith on How the Retirement Income Industry is Evolving
Listen in as Fred Barstein and Morningstar Investment Management LLC’s Jim Smith provide their quick take on how the retirement income industry is evolving to offer better services at the participant and plan levels.
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Lido Advisors Picks Up $1B First Republic Team in San Diego
Another advisor team—this time a San Diego–based group that managed $1 billion in client assets—has departed First Republic, as JPMorgan Chase takes over the troubled bank.
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12 Midweek Must Reads for Real Estate Investors (May 3, 2023)
The Real Deal looks at what JPMorgan’s takeover of First Republic Bank means for the real estate industry. ULI predicts a slowdown until 2025. These are among today’s must reads from around the commercial real estate industry.
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Advising Clients on Strike
In light of the recent Writers Guild strike, advisors can play an important role in helping clients caught up in a work stoppage.
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Former Wells Fargo Advisor Sentenced for Identity Theft, Stealing Client Funds
Tyler Rigsbee will spend two years in prison for faking a client’s identity to steal from their account and stealing from another to cover up the initial theft.
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Six-Person Team Leaves Merrill Lynch, Creates Premier Path RIA
Launched with support from Dynasty Financial Partners, the New Jersey-based team managed $875 million at Merrill.
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Real Estate Debt Funds Step in to Fill a Financing Void
Real estate debt funds are targeting all types of strategies, but are becoming particularly active on construction financing, an area where the pullback from banks has been more severe.
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ESG Factors Enhance Credit Ratings in Predicting Default Risk
Companies are likely to pay increasing attention to their behaviors related to ESG factors because the cost of capital impacts competitiveness.
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CI Financial Cut to Junk by S&P Before Firm Drops Coverage
CI’s borrowing, which mounted as it went on an acquisition spree of US registered investment advisory firms, has become a concern for analysts and investors.
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CI Financial Cut to Junk by S&P Before Firm Drops Coverage
CI’s borrowing, which mounted as it went on an acquisition spree of US registered investment advisory firms, has become a concern for analysts and investors.
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CI Financial Cut to Junk by S&P Before Firm Drops Coverage
CI’s borrowing, which mounted as it went on an acquisition spree of US registered investment advisory firms, has become a concern for analysts and investors.
Read More -
CI Financial Cut to Junk by S&P Before Firm Drops Coverage
CI’s borrowing, which mounted as it went on an acquisition spree of US registered investment advisory firms, has become a concern for analysts and investors.
Read More
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