Morgan Stanley Nabs $1B Team From UBS
By John ManganaroThe New York-based group focuses on serving professional athletes and entertainers.
April 02, 2025
Senate Unveils Plan to Fast-Track Tax Cuts, Debt Ceiling HikeIt includes a $4 trillion extension of Trump’s tax cuts and $1.5 trillion in other levy reductions.
April 02, 2025
El-Erian Sees Fed Delivering One Rate Cut in 2025Plus, the market hasn’t priced in a 50% chance that new tariffs will lead to stagflation “that paralyzes policymakers.”
April 02, 2025
Cerity Partners Adds $1.9B West Coast FinancialThe Santa Barbara-based RIA will enhance Cerity’s ability to deliver alternative investment offerings, including in real estate.
April 02, 2025
Ex-Morgan Stanley Advisor Sentenced to 12 Years in Fraud SchemeJesus Rodriguez of El Paso, Texas, spent clients' money on himself, including a Lamborghini purchase, authorities found.
April 02, 2025
Gary Shilling Says 'Hold Extra Cash' as Recession Is Near, Bear Market LikelyA recession could already be underway, Shilling said.
April 02, 2025
Life and Annuity Pros Need a Site Like BrokerCheck, Advocates SayConsumer advocates want the NAIC to run a site for checking the backgrounds of agents, navigators and others.
April 02, 2025
Cetera Taps Wealth.com Platform for Enhanced Estate PlanningThe move supplies Cetera’s 12,000 advisors with simplified and modernized legacy planning capabilities for their clients.