Moody’s Downgrades CI Financial’s Debt Ratings
The ratings agency says the move reflects “elevated acquisition-related liabilities and share repurchase activities.”
The ratings agency says the move reflects “elevated acquisition-related liabilities and share repurchase activities.”
The Federation of Americans for Consumer Choice and several co-plaintiffs claim the Department of Labor wants to “fundamentally reshape” settled industry practices.
IndexGPT is a new range of thematic investment baskets created with the help of OpenAI’s GPT-4 model.
Sixth Street has held preliminary talks with potential investors about the vehicle, which will seek to invest in sports teams and leagues, media rights and related businesses.
Eddy Ray Blizzard pleaded guilty late last year to defrauding an elderly victim of his retirement funds. An FBI Special Agent said Blizzard deserved “every year” in prison.
Also, BlackRock invests in Willow, Betterment For Advisors expands its partnership with XYPN and Fusion IQ introduces FIQ Freedom.
Our industry can do better, and both advisors and clients should expect more, writes Farther’s CEO and co-founder.
Focus on aligning the cash holdings of your clients’ investment portfolios with their values.
Ahmad Quqa and his team will create Crescent Private Wealth by aligning with RFG. The move follows several executive hires at RFG earlier this year.
The Series E round values the RIA custodian at $1.5 billion.