Ritholtz CEO Brown Sells 25% of Nvidia Stake, Taking Profits
By Dinah Wisenberg BrinBrown decided to "take something off the table because man, this is one for the ages," he said.
May 31, 2023
Here's How FINRA Spent $48M of Fine MoneyThe regulator spent an additional $63.3 million on "fines-eligible expenditures," it said.
May 31, 2023
Franklin Templeton to Buy PutnamFranklin, which managed $1.4 trillion in April, has been on a deal spree — buying two alternative-asset managers over the past two years.
May 30, 2023
Financial Stress Hits These Households Hardest: StudyFinancial stress leads to a scarcity of cognitive resources that pushes people into a counterproductive state of tunneling.
May 30, 2023
Ex-Wells Fargo Exec to Pay $5M to SEC for Misleading InvestorsCarrie Tolstedt publicly endorsed the bank's "cross-sell metric" while knowing it included fake accounts, the SEC said.
May 30, 2023
Investors Have Too Much Information, Not Enough Knowledge: MorningstarAdvisors must clearly differentiate themselves from other sources of financial information to appeal to potential clients, Morningstar says.
May 30, 2023
12 Things to Know About Gen Z InvestorsInvestors 18 to 25 are "reshaping investment practices, products and platforms," says Paul Andrews of the CFA Institute.
May 30, 2023
Orion Fuses Client Portal Into Redtail CRMCEO Eric Clarke says client portal integration is "something no other CRM provides."