North Haven fund limits quarterly repurchases as banks cut leverage and mark down software loans
Category: Investment News
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Carson Group welcomes ex-LPL advisors to add 41st wholly owned office
Nebraska-based Furstenau Financial is the latest fully owned location to join the $57 billion-plus RIA’s network, which includes more than 50 Carson Wealth locations.
Fund industry’s top performers clinch honors at Lipper awards
Fidelity and Franklin Templeton were big winners at the awards, which celebrate the industry’s top funds and fund management firms.
Advisors may be watching the war, but market’s tariff troubles remain
The Supreme Court slapped down Trump’s tariffs, but advisors and investors are not done contending with the battle between the two governmental branches.
Oil jumps despite historic reserve release as war fears tighten supply
Markets shrug off 400M-barrel plan, betting geopolitical risks will outweigh emergency stock draw.
Can’t we just be friends? SEC, CFTC signal end to long-running turf battle
Historic pact aims to cut overlap, improve oversight clarity and support responsible financial innovation.
Ex-broker, political leader, fined for sales of First Liberty Ponzi
The Securities and Exchange Commission last summer filed charges against Georgia-based First Liberty Building & Loan.
Legal: Court slaps advisor with $765K for raiding client list on his way out
His wife and mother-in-law helped mail the cards while his boss was in Europe.
AI moves from novelty to backbone as advisors reshape their fintech stacks
New T3 survey finds notetaking and generative AI going mainstream as advisors weigh suites against stacks and planning modules gain ground.
Could having a growth mindset hurt advisor wellbeing?
New data from Kitces Research points to gains after hiring support and moving upmarket — until workload and costs to autonomy kick in.
Merit lands $434M team in Marietta, tightens SEI partnership
“We’re really leaning into SEI and helping create a more robust partnership,” said Merit Financial Managing Principal Tyler Vernon.
Democrats float income tax cuts for millions in the middle class
New center-left proposals would widen the standard deduction, raise top rates to offset federal revenue losses, and force advisors to revisit tax-planning strategies.