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Advisory firms spend enormous amounts of time discussing growth. Yet when you ask advisors to describe their marketing strategy, the answers are often surprisingly vague. Some say marketing is lead generation. Others think of websites, social media posts or client seminars. A few view it as something entirely separate from business development. The reality is…
There’s a split screen in registered investment advisor M&A right now, and it should concern every advisory firm owner considering a transaction in the next two to five years. On one side: sellers. According to DeVoe & Company’s 2025 annual outlook, 54% of RIA leaders expect M&A volume to increase over the next 12 months,…
Account-to-account payments are about to meet the agentic-commerce age with a new partnership between Sionic, a bank-to-bank payments provider, and Agentix, an agentic-commerce technology firm. In the deal, Atlanta-based Sionic will supply an artificial-intelligence shopping agent with its Bank Perks to enable payment directly from a user’s bank account. Bank Perks is a financial institution-branded…
Banks have spent years managing technology implementations through procurement processes, vendor reviews, and controlled rollouts. The rise of forward deployed employees (FDEs) is introducing a very different model: AI providers are placing their own experts inside financial institutions to help build and deploy systems alongside the teams that will use them. These embedded employees represent…
Goldman gobbles up credit options – Risk.net Skip to main content End of drawer navigation content Counterparty Radar: Q1 surge comes as US mutual funds and life insurers pile into index CDSs Goldman Sachs was the counterparty to almost half of the $47.7 billion in credit options reported by US mutual funds and exchange-traded funds…
There is a lot of marketing material being pushed out these days touting registered investment advisors’ expertise with upper-high-net-worth clients. But for alternative investment manager Investcorp, its first foray into the wealth space focuses on another growing segment: the mass affluent who need financial advice. “There’s still plenty of opportunity to build something and scale…
Listen to the article 6 min This audio is auto-generated. Please let us know if you have feedback. The following is a guest post from Moira Conlon, founder and CEO at Financial Profiles. Opinions are the author’s own. At the height of the public markets, there were roughly 8,000 publicly listed companies in the U.S….
Why did I just buy my first bond ever, after years of being 100% invested in stocks? It comes down to a single number: 5.2%. That’s the highest 30-year Treasury yield we’ve seen since 2007, and it’s reshaping the calculus for every other investment out there. In this month’s First Friday economic update, I break…
The Trump administration is moving ahead with its efforts to fire Federal Reserve governor Lisa Cook, two months after the Supreme Court allowed her to retain her job while she fights the president’s effort to terminate her over mortgage fraud allegations that she has denied. The justices in a 5-4 decision in June said Cook, who was…
Samenstelling van de treasury van Eightco op 5 augustus 2026: 90 miljoen dollar aan OpenAI-aandelen (indirect), 18 miljoen dollar aan aandelen in Beast Industries, 16.278 ETH, bijna 302 miljoen WLD-tokens en 142 miljoen dollar aan liquide middelen en kasequivalenten, goed voor een totale waarde van ongeveer 378 miljoen dollar Eightco nam onlangs deel aan de…