Raymond James Financial bolsters its wealth management platform with the acquisition of Clark Capital Management and the launch of a proprietary AI operations agent, aiming to enhance scale and advisor productivity amid fierce industry competition.
LPL Financial reports retaining over 80% of Commonwealth Financial Network's advisor assets, with the staying advisors described as larger, faster-growing teams. Executives express confidence in hitting long-term retention goals as integration continues.
Investment firm FSC Wealth Advisors sold approximately $6 million worth of the First Trust Enhanced Short Maturity ETF (FTSM) in late January, part of a broader reduction in fixed-income and equity ETF exposures as the bull market enters its fourth year.
Investment firm Hussman Strategic Advisors has significantly increased its stake in Etsy, signaling strong conviction in the e-commerce platform's recovery strategy and growth potential, particularly from its Depop subsidiary.
New data reveals a two-horse race in mining sector legal advisory, with Webber Wentzel leading by total deal value and Blake Cassels & Graydon topping the charts by number of transactions in a year marked by megadeals.
A major advisory firm's complete exit from a short-term Treasury ETF is sparking debate on whether institutional investors are moving idle cash into higher-growth opportunities.
Tripadvisor and Best Western's new AI-driven travel platform for the 2026 FIFA World Cup showcases the company's potential in high-stakes tourism. Yet, for investors, the real test remains translating innovation into sustained growth and market-beating returns.
Financial services firm Lazard (LAZ) reported better-than-expected fourth-quarter results, driven by record advisory fees and robust asset growth, signaling resilience in a challenging market.
Germany has revised its official travel guidance for the United States, warning citizens of potential risks linked to immigration enforcement actions and civil unrest. The move aligns with a broader trend, as multiple allied nations have strengthened their advisories over the past year, reflecting growing international concern over U.S. domestic policies.
A former investment advisor with ties to major Wall Street firms has been sentenced to six years behind bars for orchestrating a million-dollar fraud scheme, using client funds to finance a luxury lifestyle that included high-end cars and country club memberships.
LPL Financial Holdings Inc. (LPLA) reported robust fourth-quarter results, reaching a milestone $2.4 trillion in advisory and brokerage assets. Adjusted earnings per share grew 23%, driven by strategic execution and the integration of Commonwealth Financial.
Lazard Ltd. reported strong fourth-quarter and full-year 2025 results, driven by record financial advisory fees and a rebound in assets under management. Executives framed the performance as validation of the firm's long-term 'Lazard 2030' strategy, highlighting talent investments and a robust pipeline for future growth.
Ameriprise Financial (NYSE: AMP) reported robust fourth-quarter results for 2025, surpassing revenue expectations with a 13.1% year-over-year sales increase to $5.05 billion. Adjusted earnings per share of $10.83 also came in ahead of analyst forecasts.
Amid ongoing market volatility, financial professionals are urging middle-income households to steer clear of cryptocurrency investments, citing a toxic mix of extreme risk, lack of regulation, and the potential to derail long-term financial security.
LPL Financial posted robust Q4 2025 results, with revenue soaring 40.4% to $4.93B and EPS surpassing forecasts. While integration of major acquisitions like Commonwealth Financial is on track, investor focus shifts to the firm's ability to sustain its advisor recruitment drive in a competitive landscape.
Shares of the staffing leader surged after its Q4 earnings hinted at a potential end to a multi-year slump, with management pointing to positive sequential growth for the first time since 2021.
A significant divestment from a short-duration bond ETF highlights a broader portfolio pivot towards growth assets as opportunity costs rise, questioning the role of capital preservation funds in a changing rate environment.
Buoyed by all-time high revenue, Stifel Financial announces a dividend increase and a 3-for-2 stock split, signaling confidence after a period of robust advisor growth and institutional business recovery.
A baseless rumor about a potential Osaic-Cetera merger, which spread rapidly through advisor networks, has highlighted the intense pressures and sometimes questionable tactics in today's financial advisor recruiting landscape.
Following a strategic adjustment to its share capital structure, China's leading online recruitment platform Kanzhun Limited sees sustained bullish sentiment from Wall Street, with a majority of analysts maintaining Buy ratings and forecasting significant upside.
