Money Management International's client debt load reaches a 13-year high as living costs outpace wage growth, with younger borrowers seeking help at record rates.
Photo · Margaret Holloway for InvestLin
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Canoe Intelligence data shows the top 100 funds returned 6.0% versus 7.0% for the broader index, with multi-manager platforms showing resilience durin
New data from Redfin, Zillow, and Realtor.com show a widening gap between for-sale and rental markets, reshaping investor strategy.
State regulators found unreasonable charges on 256,000 small-dollar trades, with restitution and fines totaling $4.4 million.
New data shows a majority of Americans 50+ are redefining retirement, with Gen X feeling least prepared and seeking guaranteed income.
Jeffrey Levine says 529 plans remain the better college-savings vehicle, while political uncertainty clouds the future of the new accounts.
The Denver-based RIA cuts interest costs by 175 basis points, joining peers in tapping public debt markets to fund growth.
Three fintech moves: DeepVest's new planning tool, Docupace's data-centric rebuild, and Focus Financial's AI partnership.
DeVoe & Company reports 77 Q3 transactions, with sellers above $5B setting a new annual record by September.
The consultancy behind Forbes' advisor rankings returns under a new name after a $6 million payment scandal suspended the lists through 2026.
New research from the Investments & Wealth Institute shows that clients who are aware of their advisor's designations are more likely to refer others
Fed Chair Kevin Warsh at IMF meetings in Bangkok credits AI-driven capex for U.S. resilience but warns of near-term price pressures, leaving December hike odds to markets.
Advisors see prenups and postnups as essential planning tools for business owners, especially as company valuations climb.
| When | Beat | Move | From → To |
|---|---|---|---|
| OCT 16 · 03:52 pm | Broker-Dealers | Reported by·Margaret Holloway | |
| OCT 16 · 10:53 am | Broker-Dealers | Reported by·Daniel R. Vance | |
| OCT 14 · 04:06 pm | RIAs | Reported by·Daniel R. Vance | |
| OCT 14 · 03:22 pm | Broker-Dealers | Reported by·Margaret Holloway | |
| OCT 14 · 02:21 pm | Strategy | Reported by·Margaret Holloway | |
| OCT 14 · 11:00 am | RIAs | Reported by·Margaret Holloway | |
| OCT 13 · 03:17 pm | Broker-Dealers | Reported by·Daniel R. Vance |
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