RIA Industry News from around the Nation
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RIA Industry News from around the Nation
What's Happening Today
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Robinhood Wannabes Dare Regulators With Embrace of Games and Prizes
Among the many complaints about Robinhood Markets Inc. in the pandemic era, one attack seemed to stick: the brokerage app was making... Read more » - Most-read stories from October 10 to October 16. Read More The post This Week’s Top 5: Project Thunder Week 7, First Republic Hires... Read more »
- “I think there are wealth management opportunities for us in the U.S. as we move from simply managing money with ultra-high net... Read more »
RIAs should brace for technology disruption
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Fintech experts say the next disruption could come from out of the blue, and that advisers should avoid embracing tech for tech's... Read more »- A $300 million settlement, not fundamentals, cleared the way for a 63% jump last week to cap off a 425% rise this... Read more »
- The six-person group led by Christopher D. Jacobs had managed $520 million in assets, according to two sources familiar with their practice.... Read more »
- Charles Schwab Corp. reported record earnings per share in the third quarter as clients opened new brokerage accounts and traded more amid... Read more »
- Some advisor departures in the third quarter were part of the company’s planned shuttering of its servicing of international clients. Read More The... Read more »
- Bank of America’s wealth business notched record revenue and assets despite steadily declining headcount. Read More The post Merrill Slows Broker Attrition, Keeps... Read more »
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The 64 transactions from July to September make 2021 a record year for deals, and more than half involved sales of firms... Read more »
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What's Happening Today
Updated Hourly RIA News
- ●Among the many complaints about Robinhood Markets Inc. in the pandemic era, one attack seemed to stick: the brokerage app was making... Read more »
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Charles Schwab Corp. stock finally blasts past $80 starring the RIA custody unit's record $81 billion in net new assets
The Westlake, Texas broker-dealer's market cap surpassed $152 billion today after disclosing year-to-date assets have grown by close to $1 trillion... Read more » - Most-read stories from October 10 to October 16. Read More The post This Week’s Top 5: Project Thunder Week 7, First Republic Hires... Read more »
4 Tech Trends Transforming 401(k)s
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Every aspect of the retirement industry is changing, and technology is at the core of it all, a Vestwell survey found. Related StoriesFidelity... Read more »![]()
This financial professional aims help an agent or advisor work with life insurers more smoothly. Related StoriesFine Wine and Life Insurance - Enclosure6... Read more »![]()
In early September, the number of deaths of 25- to 44-year-olds rose 57% from two years earlier. Related Stories50 States of Mortality Data... Read more »![]()
The RIA aggregator is making an unspecified strategic investment in Bluerock Wealth Management. Related StoriesSchwab: Record-Breaking RIA Deal Volume Feels Like 'New Normal'... Read more »![]()
For those with only a few zeroes in their fortunes, it might not be worth the hassle. Related StoriesGramercy Advisors Sues Jacksonville Jaguars... Read more »![]()
Transamerica, Crump and AmeriHealth Caritas also have personnel moves news. Related StoriesRon Carson: Why Adding the Right Clients Beats Adding More Clients -... Read more »![]()
Seven in 10 retirement-age investors believe that rising inflation will hurt their retirement savings, Global Atlantic found. Related StoriesOnly Half of Institutional Investors... Read more »
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