Raymond James Is Spending $500M on Tech in 2022, CEO Says
By Jeff BermanCEO Paul Reilly also talked to ThinkAdvisor about advisors' biggest worries and how the firm would handle a recession.
May 17, 2022
More Reg BI Rollover Guidance Likely on Its Way: SEC ChiefThe agency may elaborate on guidance it gave in March, Gary Gensler said at a NASAA conference.
May 17, 2022
5 Ways the Individual Retirement Planning Market Is Changing: Equitable ExecOne thing Steve Scanlon sees is a longer list of tools, designed to meet specific client needs.
May 17, 2022
Gasoline Tops $4 a Gallon in Every State for the First TimeThe average household will likely spend about $450 more on an inflation-adjusted basis for gasoline this year compared with last year.
May 17, 2022
Fidelity Rolls Out New Portfolio ToolThe resource lets wealth managers "demonstrate the benefits of actively managing investments" for clients, says the firm.
May 17, 2022
Pimco Sees $14B in Outflows Amid Bond SelloffOutside clients pulled money for the first time since the pandemic's start as investors fled fixed income securities.
May 17, 2022
Allianz Unit to Plead Guilty, Pay $5.8B Over Funds' CollapseThe total payout for the Structured Alpha Funds scandal includes a $1 billion fine to the SEC.
May 17, 2022
How Affluent Women Are Using Their Money to Drive ChangeUBS lays out a framework for advisors to help women make an impact while boosting their financial well-being.