RIA M&A Activity Set Record in 2024: DeVoe
By Michael S. FischerThe 272 announced transactions in the year, including 81 in the quarter, topped the 2022 mark.
January 31, 2025
As Trump Tariffs Near, World Braces for Stock Market SpilloverStarting Saturday, Trump could put 25% tariffs on all imports from Canada and Mexico or phase in higher duties.
January 31, 2025
New Bill Would Revamp IRSThe legislation would make "common-sense fixes" to the agency, say Sens. Mike Crapo and Ron Wyden.
January 31, 2025
What If Life and Annuity Issuers Use Vendors With Bad AIs?Regulators are wrestling with questions about how to handle the service providers' tech.
January 31, 2025
12 States With the Fastest-Growing CFP PopulationsHere's where new and relocating planners have set up shop in the past year, according to SmartAsset.
January 31, 2025
Blackstone Sees Trillions From Rich Flowing to Private MarketsThe firm's private wealth unit, launched in 2011, now manages over $250 billion for individual investors.
January 31, 2025
Investors Hit Fidelity With FINRA Claim Over Advisor Accused of Losing $11MFidelity missed red flags when an advisor made risky trades on its platform, according to an arbitration claim.
January 31, 2025
Father-Son Lifetime Bar Suit Heats Up: SEC RoundupFormer SEC attorneys representing the two talk about their groundbreaking lawsuit challenging SEC enforcement practices.