Bank Of America CEO: Federal Reserve Should Remain Independent
Bank of America CEO Brian Moynihan acknowledged the Fed may have a few challenges under the incoming Trump administration.
JPMorgan Advises To Watch The Treasury-Bond Market For Rally Fatigue
JPMorgan advises wealth advisors and RIAs to watch the Treasury-bond market for any indications of stock rally fatigue.
The Wall Street CEO Raising His Hand To Run Trump’s Economy
The text to Elon Musk: a picture of giant scissors. Musk’s text back: a picture of a sword.
Dynasty: Why And How Clients Leave
Dynasty Financial Partners has announced the results of its annual Dynasty Connect Survey of high-net-worth investor sentiment. The 1,000 respondents, all of whom currently work with financial advisors, each have a minimum of $500,000 in investable assets and were surveyed between July 5 – July 15, 2024. For context, 29% began working with their financial advisors within the past four years, and 27% within the past nine.
SMArtX Advisory Solutions Expands Manager Marketplace with 16 New Strategies from Eight Leading Asset Management Firms
SMArtX Advisory Solutions ("SMArtX"), a leading innovator in managed accounts technology, has announced the addition of 16 new strategies from eight leading asset management firms to its Manager Marketplace. SMArtX’s continuously growing platform now offers 1,518 strategies from 320 distinguished asset management firms.