Industry group says $1B AUM line reflects inflation, rising regulation, and evolving advisory business models.
Category: Investment News
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Could Bain Capital’s Perpetual deal lead to larger participation in US wealth management?
Acquisition of wealth management arm of Australian firm will see separation from its wider asset management business.
US-China trade talks in Paris test fragile truce ahead of Trump-Xi summit
Negotiators tackle tariffs, rare-earth supplies and geopolitical risks as investors watch for signs of lasting stability in the world’s most critical economic relationship.
When a $30 million inheritance becomes a shock: Why heir readiness matters more than tax planning
Focusing solely on taxes can turn a windfall into a shock; honest, early conversations about money are what turn beneficiaries into truly prepared stewards.
Judge blocks DOJ subpoenas targeting Fed chair Jerome Powell
‘Mountain of evidence’ points to Trump pressuring Powell for lower rates
IRS data show refunds up as return filings slow in early tax season
Advisors should expect some curve balls as new deductions, delayed withholding changes, and later filing patterns shape this year’s returns.
Another troubling week for investors in private credit, BDCs.
Investors are looking to exit high-yield, illiquid or nontraded BDCs through a process called redemption, or selling shares back to the fund company.
HSBC says women’s growing wealth role is colliding with a preparedness gap
Survey data point to a disconnect between women’s engagement with money and their sense of readiness for aging, caregiving, and long-term planning.
US debt, geopolitics top advisors’ market risks list through 2028
FUSE research survey shows elevated concern over fiscal policy, trade disruptions, market volatility, and recession risks.
What can we expect in 2026?
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in […]
GDP growth slashed and latest inflation data a ‘troubling signal’. Here is what it means for advisors
“With inflation still running hot, the bar for cutting rates in the near term remains high,” said John Lloyd, global head of multi-sector credit and […]
American Securities Association urges tweaks to FINRA elder‑fraud proposal
The group backs short transaction delays and emergency‑contact options but warns against broad data collection and long holds that could lock seniors out of accounts.