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Valuations for B-Ds and RIAs soar. Can it last?
InvestmentNews· 11 hours agoNow for the simple math that underscores the dramatic rise in wealth management firm valuations. Just take a gander at two deals engineered by LPL ...
Discover Financial Services (NYSE:DFS) Shares Acquired by Natixis Advisors L.P.
ETF DAILY NEWS· 17 hours agoNatixis Advisors L.P. boosted its stake in Discover Financial Services (NYSE:DFS) by 124.1% in the fourth quarter, Holdings Channel.com reports. The fund ...
Tech firm takes generative AI to the RIA space - InvestmentNews
InvestmentNews· 5 hours agoThe platform complies with all US Securities and Exchange Commission rules regarding...
‘What I wish I knew’: Here are the top 5 retirement regrets this California financial adviser says...
MSN News· 15 hours agoForget regret, or retirement is yours to miss.
Osaic Completes Acquisition of Lincoln Wealth
FOX 4 Kansas City· 7 hours agoOsaic, Inc. ("Osaic"), one of the nation's largest providers of wealth management solutions, today announced the close of the acquisition of Lincoln Financial Advisors ...
5 Reasons Financial Advisors Are Turning To Bitcoin ETFs
Forbes· 6 days agoExchange-Traded Funds (ETFs) have created a link between cryptocurrencies and traditional investment...
Exclusive-Disney and Comcast seek advisor to resolve Hulu valuation, sources say
Reuters via Yahoo Finance· 8 hours agoWalt Disney and Comcast are seeking to hire a financial adviser to resolve a dispute over how to...
Advisors: Don’t Let Bonds Ruin Another Year
etf.com via Yahoo Finance· 8 hours agoBut BND and AGG straddling the zero-return line for the past five years, advisors are one equity market correction away from having to explain why that...
Is Fidelity Advisor Financial Services A (FAFDX) a Strong Mutual Fund Pick Right Now?
Zacks· 20 hours agoFinance fund could think about starting with Fidelity Advisor Financial Services A (FAFDX Quick QuoteFAFDX - Free Report) . FAFDX has a Zacks Mutual Fund ...
I’m a Financial Advisor: 4 Moves I’ll Make If I Think Trump Will Win the Election
GoBankingRates via AOL· 3 days agoAnother presidential election is on the horizon, and financial advisors are considering the...
