Los Angeles-based Lido Advisors has agreed to buy Stuart Chaussee & Associates, an independent wealth management firm based in Palos Verdes, Calif., with more than $500 million in regulatory assets ...
Firms like Microsoft Corp., Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Oracle Corp. are having to take on “aggressive” amounts of debt because AI is a “winner-take-all arms race” and ...
Hingham Street Partners, founded in 2012 by Peter Landry, Lawrence DePaulis, and Timothy Fortune, joined Wells Fargo Advisors from UBS on December 2, according to a press release. The practice is ...
Family offices are another potential private source of dealmaking, according to Cleveland-based KeyCorp. Those businesses have boomed in recent years and are spurring more activity, KeyCorp Chief ...
JPMorgan shares dropped 3.9% to $302.88 at 1:11 p.m. Tuesday, the biggest intraday decline since the middle of October. That made it the worst performer in the KBW Bank Index.
Muni ETFs are poised for record inflows of $35 billion this year, according to data compiled by Bloomberg. Firms like AllianceBernstein Holding LP and Fidelity Investments are among those that have ...
Cerulli’s most recent research has found that 58% of advisor firms focused on ultra-high-net-worth clients offer these services compared with 31% of the broader high-net-worth market. The research ...
Wealth Enhancement has added to its presence across the Midwest and South with the acquisition of L.M. Kohn & Company, a hybrid RIA in Cincinnati with $2.2 billion in client assets under management ...
White House National Economic Council Director Kevin Hassett said he sees plenty of room to substantially lower the Federal Reserve’s benchmark interest rate. Hassett, the frontrunner in Donald ...
Half of global retirement savers expect a recession to begin by the middle of next year, while most of the other half thinks the economy will grow. And inflation ranks as the top concern of global ...
The belief that your firm is the best and nothing can touch you. The belief that you understand your clients while spending less and less time with them. The belief that people are lucky to work with ...
The rise in openings was driven by a handful of industries, including retail, wholesale trade industries and healthcare.
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