Fidelity is shifting RIA clients' non-retirement sweep balances to its in-house FCASH program starting in 2025. Critics highlight lower yields compared to money market funds, sparking debates on cash sweep practices. https://hubs.la/Q02ZL7-80
InvestmentNews
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The most trusted resource for Financial Advisors and RIAs.
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InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. InvestmentNews provides exclusive and up-to-the-minute news, and actionable intelligence that empowers financial advisers to serve their clients and run their businesses more effectively.
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External link for InvestmentNews
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Employees at InvestmentNews
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Deborah Nason
Freelance Writer @ CNN.com and CNBC.com | Financial Writing, CFA Investment Foundations
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Mary Beth Franklin
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Dr. Jason VanDuyn
President of AQuest Wealth Strategies; Helping Clients Pursue Financial Freedom for 19 Years
Updates
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Ages Financial Services, a Boston-area broker-dealer with a 40-year legacy, closed after losing a $1.16M arbitration claim tied to GWG Holdings bonds. The case highlights the financial vulnerability of small firms facing large investor complaints. https://hubs.la/Q02ZLrrz0
40-year-old Boston BD closes doors after losing investor complaint
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InvestmentNews' 5-Star Financial Planners is now open for entries. Nominate now! https://hubs.la/Q02ZHbZ10
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UBS expands in South Florida with the addition of top advisors from Wells Fargo, Citi, and Truist. The move strengthens their presence in the Miami wealth management market, bringing over $1.9B in client assets. https://hubs.la/Q02ZyWFj0
UBS bolsters Miami downtown office with Citi, Wells Fargo, and Truist hires
investmentnews.com
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Warren Buffett shares legacy planning wisdom alongside a $1.1B donation to family foundations. His advice? Leave enough for your kids to do anything—but not so much they can do nothing. https://hubs.la/Q02ZzhCb0
Warren Buffett highlights downsides of dynasty wealth, donates another $1.1B
investmentnews.com
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11 Republican-led states, including Texas, sue BlackRock, Vanguard, and State Street, accusing them of illegal influence on energy markets to push ESG goals. The case could reshape the future of climate advocacy in investments. https://hubs.la/Q02ZLsf70
BlackRock, Vanguard, and State Street sued in Republican anti-ESG action
investmentnews.com
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From 60/40 to risk factors! Investors are turning to Ares Management and others leading the shift toward risk-based diversification. With a 50% allocation to private markets, including private equity and credit, the ‘New Moderate Model’ seeks resilience and returns. Discover how diversified risk is reshaping portfolios. https://hubs.la/Q02Zh8x60 #AssetAllocation #PrivateMarkets #ModernPortfolioTheory
Out with the old and in with the new: a 50% private markets portfolio
investmentnews.com
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The Grubb Group, managing $514M in client assets, has joined Raymond James in Sebring, FL! With a combined 50+ years of experience, the team enhances client service with RayJay's advisor-focused platform. https://hubs.la/Q02ZyJcL0
Raymond James swipes $514M trio from Morgan Stanley
investmentnews.com
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goRIA with Brad Wright, CFP goRIA with Brad Wright, CFP Chuck catches up with Brad Wright, CFP, Founder & CEO of Launch Financial Planning. When it comes to media... most advisors start as advisors, then, go on to work with the media. Brad took a different route... he started in the media, then, became an advisor. In this episode Brad shares many great ideas and tips for how advisors can leverage the media to help grow their business. =================================== #goRIA: Fueled by InvestmentNews ===================================
goRIA with Brad Wright, CFP
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Summit Financial continues to expand, adding Southeast Financial Group, Radiance Private Wealth, and Silvertree Retirement Planning to its network. With 16 strategic deals in 2024, the firm now supports $420M in client assets. https://hubs.la/Q02ZyMsJ0
Summit Financial scores $420M in assets with triple acquisition
investmentnews.com