Stratos Wealth Partners began 2024 by recruiting former Osaic-affiliated Pettinelli Financial Partners of Redwood City, Calif., which has $700 million in client assets.

Lennon began her recruitment process with Ameriprise in March 2022 through the firm’s area representative, Francis “Chip” Cerovac, whom she met at Ameriprise events in Jacksonville, St. Johns County ...

While inflation has dropped significantly from where it was a few years ago, Americans are still worrying about it and feel their salaries are failing to keep up, according to a survey from ...

Mortgage rates in the US fell for the first time in three weeks. The average for 30-year loans was 6.65%, down from 6.67% last week, Freddie Mac said in a statement.

Advisors see referrals as a way to bring in clients who are good fits for their firms, Mora said. The survey also found that 54% are focusing on enhancing their digital presence, while 29% said that ...

Advisors who embrace the unified managed household (UMH) approach—and more do every day—manage the tax effect on long-term investing, so their clients have more money in retirement and the potential ...

Ten Senate Democrats crossed the aisle to support the procedural vote needed to clear the filibuster threshold. Ultimately, the bill passed 54 to 46, leaving House Democrats frustrated and divided, ...

Traditional asset managers have been hunting for ways to give their clients access to the potentially lucrative investments.

The overall outcome cohort, based on the firm’s estimates, was among the fastest growing segments in 2024, jumping 58% from the prior year. BlackRock currently has 12 ETFs under the umbrella with ...

The government’s other main gauge of economic activity — gross domestic income — rose 4.5% after a 1.4% increase in the third quarter. While GDP measures spending on goods and services, GDI measures ...

The dollar and European stocks fell after Trump announced 25% tariffs on auto imports and pledged harsher punishment for the EU and Canada if they join forces against the US. Investors worry that ...

Banks globally are adjusting sustainability policies against an increasingly tense political backdrop. The US administration under President Donald Trump has referred to DEI as “radical and wasteful” ...