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InvestmentNews
21 小时
Star Stifel broker in Miami at center of two more client complaints totaling $6M
Stifel Financial Corp. is facing two more investor complaints claiming damages of at least $6 million linked to complex ...
InvestmentNews
19 小时
MetLife buying PineBridge in asset management push
The $800 million deal includes assets PineBridge has outside of China and would extend MetLife's asset management business.
InvestmentNews
20 小时
Bitcoin has first weekly drop since election
The crypto asset was down over 9 percent as of money, following a surge in price after President-elect Donald Trump's win.
InvestmentNews
5 天
How do CFA pros see AI, ESG, and the value of the CFA mark?
Pulse survey of charterholders and candidates reveals four-fifths have felt AI's impact, while views on ESG investing remain ...
InvestmentNews
3 天
Three key trends that will drive advisors’ planning in 2025
AssetMark Group CEO explains why the great wealth transfer, succession planning, and personalization will be key for advisors ...
InvestmentNews
5 天
Most asset managers still rosy on sustainable investing
Fewer are calling their strategies "ESG," but fund companies and institutional investors told US SIF they see the category ...
InvestmentNews
4 天
Edward Jones’ effort to go upscale means more – lots more – CFPs
Edward Jones’ focus recently to boost advisors' credentials, as part of a broad plan to make the firm more competitive, ...
InvestmentNews
6 天
Record demand for coal until at least 2027, IEA reveals
The latest forecast from the IEA sees demand for coal rising to nearly 8.9 billion tons by 2027, about 1% higher than 2024 ...
InvestmentNews
3 天
Deutsche Bank fined $4M over delayed reporting of suspicious activity
The firm lagged on filing suspicious activity reports for as long as two years, the SEC said today in announcing a settlement ...
InvestmentNews
4 天
InvestCloud claims industry first with private-markets account offering
The wealth tech platform's latest offering gives firms and advisors an alternative-investing boost through a dedicated sleeve ...
InvestmentNews
3 天
Edward Jones, Osaic, and Cambridge repaying $8.2M in mutual fund charges to clients
Finra orders on Friday noted that the companies proactively corrected errors following exams in 2020 that found customers ...
InvestmentNews
5 天
Were Wall Street traders caught out by Fed's tone?
Of course, both the Fed and the markets’ outlooks have to be taken with an element of flexibility. President-elect Donald ...
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