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InvestmentNews
5 天
Star Stifel broker in Miami at center of two more client complaints totaling $6M
Stifel Financial Corp. is facing two more investor complaints claiming damages of at least $6 million linked to complex ...
InvestmentNews
5 天
MetLife buying PineBridge in asset management push
The $800 million deal includes assets PineBridge has outside of China and would extend MetLife's asset management business.
InvestmentNews
12 天
Social Security Fairness Act faces resistance ahead of landmark vote
Advocacy group argues the measure, set for approval by the Senate, disproportionately favors certain public workers while ...
InvestmentNews
5 天
Bitcoin has first weekly drop since election
The crypto asset was down over 9 percent as of money, following a surge in price after President-elect Donald Trump's win.
Opinion
InvestmentNews
4 天
Opinion
Rethinking Charitable Giving
A generosity purpose does more than just make you feel good. It creates loyalty and turns clients into raving referral ...
InvestmentNews
10 天
How do CFA pros see AI, ESG, and the value of the CFA mark?
Pulse survey of charterholders and candidates reveals four-fifths have felt AI's impact, while views on ESG investing remain ...
InvestmentNews
10 天
Most asset managers still rosy on sustainable investing
Fewer are calling their strategies "ESG," but fund companies and institutional investors told US SIF they see the category ...
InvestmentNews
10 天
Record demand for coal until at least 2027, IEA reveals
The latest forecast from the IEA sees demand for coal rising to nearly 8.9 billion tons by 2027, about 1% higher than 2024 ...
InvestmentNews
8 天
Edward Jones, Osaic, and Cambridge repaying $8.2M in mutual fund charges to clients
Finra orders on Friday noted that the companies proactively corrected errors following exams in 2020 that found customers ...
InvestmentNews
8 天
Three key trends that will drive advisors’ planning in 2025
AssetMark Group CEO explains why the great wealth transfer, succession planning, and personalization will be key for advisors ...
InvestmentNews
10 天
Raymond James bags $995M breakaway trio from Merrill
The elite veteran-led team brings together more than 150 years of collective experience to RayJay's employee advisor arm in ...
InvestmentNews
9 天
InvestCloud claims industry first with private-markets account offering
The wealth tech platform's latest offering gives firms and advisors an alternative-investing boost through a dedicated sleeve ...
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