Creative Planning Minority Owner Wants to Pare Stake
By Dinah Wisenberg BrinCEO Peter Mallouk confirmed that General Atlantic is seeking to sell part of its position in the RIA.
August 14, 2024
Advisor Accused of Stealing Millions From Widowed Aunt, Former ExecScott Mason and his firm may have misappropriated money from several other investors, the widow's lawyer says.
August 14, 2024
Life and Annuity Distributor Starts Agent Rights PetitionBrett Blake says some agents feel as if they're being held hostage by their IMOs and FMOs.
August 14, 2024
UBS Profit Beats Estimates in Boost to Ermotti's Buyback PlansInvestment banking revenue and progress in integrating Credit Suisse offset a miss in wealth management.
August 14, 2024
$630M Advisor Team Joins Commonwealth From OsaicKrueger Financial Services has three advisors and is based in Tempe, Arizona.
August 14, 2024
Social Security COLA Estimate for 2025 Drops to 2.6% as Inflation FallsIn July, the lowest 12-month inflation since 2021 pushed down the projected retirement benefit increase for next year.
August 13, 2024
Fed's Bostic Says More Data Needed, Rate Cut Likely by Year-EndThe Atlanta Fed president wants to be sure the central bank won't have to change course once cuts begin.
August 13, 2024
Goldman, JPMorgan Say Markets Pricing in Higher Recession OddsEquity and bond markets are assigning a 41% probability to a U.S. recession, according to Goldman.