Barstool Sports’ Dave Portnoy Is Leading an Army of Day Traders
With sports canceled, Barstool Sports' Dave Portnoy started betting on the stock market instead.
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Mega-Rich Urged to Unleash $121 Billion for Desperate Charities
The pandemic is prompting more money to flow out of DAFs and into charities where it can do some good.
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Raymond James Gains $350 Million Team From Merrill Lynch
"Open," "mindful" senior leadership, personal feel and an "advisor-centric culture," drew the firm to Raymond James.
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Advisors Fear Backlash For Speaking Out
Whether it be timidity, fear or concern that their words may not be taken as they intend, many advisors aren't comfortable joining in the national conversation. But staying silent may not be good for business.
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Reimagining Onboarding in a Virtual Environment
Starting with Week 1, the challenge is not about the what, but the how.
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Cash Deals Rising in RIA M&A
RIA valuations remain strong as cheap money brings more cash into the acquisition structure, according to M&A leaders Rush Benton of Captrust and Karl Heckenberg of Emigrant Partners.
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Creative Planning's Peter Mallouk on PPP Loans, Social Justice and Going Back to the Office
WealthManagement.com talked to Creative Planning CEO Peter Mallouk about why his firm had no need for a PPP loan and how he plans to increase employee diversity at one of the nation's largest independent RIAs.
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Dream Forward Acquired as Retirement Plan Tech Consolidation Heats Up
Dream Forward was bought by Expand Financial, an existing business partner.
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Nothing Is Spared in Selloff as Stock Downtick Index Hits Record
The S&P 500 Index fell more than 4%, declining for a third straight day in the longest losing streak since early March.
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Why Now’s an Ideal Time to Talk With Clients About Charitable Giving
Twelve questions to consider and discuss.
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Robo Advisor User Base Set To Nearly Double by 2024
A new report predicts massive growth in both users and marketshare before the middle of the decade.
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Isn't This a Time When Active Managers Should Shine?
Despite favorable conditions for actively managed mutual funds, only a third outperformed their benchmark in the first four months of the year.
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Are You Being Lazy with Your LinkedIn Content?
Don’t half-bake your content strategy by only posting other people's content. It’s time to step up your game and start creating thought-leadership.
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ETFs With the Worst Three-Month Runs
Over the past 90 days, funds focused on oil, real estate and commodities are among those that have faired the worst.
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AdvisorPeak Partners With FinMason For Investment Analytics
Analytics from FinMason are now directly integrated into AdvisorPeak's trading and rebalancing platform.
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'Irrational Exuberance' at Play?
After the coronavirus lockdown, one has to wonder if overconfidence is driving the market now.
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Wealth Management Apps Are Terrible
Compared to retail banking and digital-only financial firms, wealth management's "technological capabilities remain immature," says Morgan Stanley research, with large gaps in digitization and scale
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Fed Sees Zero Rates Through 2022, Commits to Keep Buying Bonds
The economy faces “considerable risks” over the medium term, the Fed said in its statement.
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Coronavirus Journal: Plans, Pivots and Parenting
Even with kids out of the house, advisor Heather Ettinger is finding that parenting her three young adult children through the crisis is more difficult than she imagined. But she does it—all while managing her firm.
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SEC Charges Trader in COVID-19 Blood Test 'Pump and Dump' Scheme
Jason C. Nielsen engaged in a 'pump-and-dump' scheme to boost interest in a biotech company in which he owned stock, hoping to sell his securities for a profit, according to a complaint filed by the SEC.
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