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InvestmentNews
2 小时
Cerity Partners expands again through merger with $1.5B VC firm
Touchdown will operate as Cerity Partners Ventures and enable Cerity to expand its offering to include ‘venture capital as a ...
InvestmentNews
2 小时
Texas based $3.9B RIA firm True North announces expansion
True North Advisors, LLC, a Texas based RIA firm managing $3.9 billion in client assets, has announced the acquisition of ...
InvestmentNews
2 小时
Alternatives market set to exceed $30T by 2030, says Preqin forecast
Private equity will remain the largest sector of the alternatives market with Preqin forecasting it is on course to more than ...
InvestmentNews
2 小时
Stocks stumble post-Fed amid earnings, economy concerns
The strategist said stocks are now pricing in more Fed easing and about 18% earnings growth for the S&P 500 by end-2025. It ...
InvestmentNews
2 小时
Bubble risk in equities, buy bonds and gold says BofA
The euphoria in equity markets following the Federal Reserve’s interest-rate cut is stoking the risk of a bubble, making ...
InvestmentNews
2 小时
Big three US money managers cut ESG support
The three biggest US money managers slashed their support of environmental and social shareholder proposals in the latest ...
InvestmentNews
14 小时
KPIs, data are critical for a RIA’s practice valuation
The live RIA Lab, titled “Uncovering RIA Practice Valuation: A Look Under the Hood” will uncover key factors and ...
InvestmentNews
15 小时
GOP 'woke week' advances package of anti-ESG bills
House Republicans passed legislation this week that would potentially tamp down on sustainable investing options within ...
InvestmentNews
16 小时
Fed's dovish retreat spurs fresh ETF winners
The central bank's aggressive rate cut has suddenly made bets on corporate debt, homebuilders, and local banks more ...
InvestmentNews
16 小时
Model portfolio assets hit $6.6T milestone in Q2: Broadridge
Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs ...
InvestmentNews
18 小时
Reinstate tax benefit for financial advice, planning groups urge Congress
Joint letter by CFP Board, the FPA and other industry associations floats incentives for Main Street investors as Trump-era tax policy nears its expiration date.
InvestmentNews
19 小时
Macquarie RIA subsidiary faces $80M penalty to settle SEC fraud allegations
Firm attempted to minimize losses in thousands of "odd lot" positions by executing unfavorable cross trades with retail ...
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