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Quarterly To Semiannual Reporting Could Reshape The Investment Landscape
The SEC’s proposal to allow public companies to shift from quarterly to semiannual reporting could significantly reshape the investment landscape, with meaningful implications for wealth advisors, RIAs, and long-term portfolio management s
What Everyone Is Missing About Mamdani’s Plan To Tax Ken Griffin’s $238 Million Penthouse
(CNN) - New York City Mayor Zohran Mamdani stood outside a luxury skyscraper in Manhattan for a video
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Morgan Stanley, Goldman to Settle Lawsuit Over Archegos Trades
ViacomCBS investors who sued Morgan Stanley, Goldman Sachs Group and Wells Fargo asked judge for final approval of a $120M settlement with the banks.
BlackRock's Assets Hit Record $12.53 Trillion on Second-Quarter Market Rally
BlackRock's assets under management hit new high in second quarter as global markets rallied on the prospect of trade deals and interest-rate cuts.
Envestnet Hires Chief People Officer
"Sue is a proven transformational leader who understands how to align people strategies with a growth-oriented culture," said Chris Todd, Chief Executive Officer of Envestnet. "As we continue to evolve our business and invest in our future, Sue's track record of fostering employee engagement, operational excellence, and cultural cohesion will help us scale with purpose. I am thrilled to welcome her to Envestnet's executive leadership team."
Dynasty Financial Partners Unveils New National HQ to Support Continued Growth of RIA Network and Platform
The new headquarters, with space for over 300 people, will bring more of Dynasty’s core team together in one location and position the firm for long-term growth. With a custom trading floor, a content studio, a training and meeting center, and the rooftop venue for special events, the new space will reflect how the firm works and collaborates. Additional amenities will include a team lounge, private dining area, and apartments for visiting partners.