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Keep an eye on Asia, longer lifespans, the digital world, and green tech, writes Ida Liu, head of Citi Private Bank, North America.
February 1
Citigroup -
“This looks like pockets of frothiness, some irrationality undoubtedly, some nonsense undoubtedly," said BlackRock Vice Chairman Philipp Hildebrand.
January 29 -
The margin requirements apply to Merrill Lynch wealth management clients and individual traders using the Merrill Edge platform.
January 29 -
The capital injection is “a strong sign of confidence from investors that will help us continue to further serve our customers,” a company spokesperson said in a statement.
January 29 -
The simplest method involves having one traditional IRA and one Roth IRA, making one annual non-deductible contribution to the traditional IRA, and converting it before any gains or interest accrues.
January 29
Kuderna Financial Team -
Robinhood Markets, the trading app that’s popular with investors behind this month’s wildest stock swings, has drawn down some of its credit lines with banks, according to people with knowledge of the matter.
January 28 -
CI Financial has inked 14 deals for RIAs in less than a year — taking the lead in a hot M&A market.
January 28 -
Reddit users helped fuel a blistering rally in GameStop, the video game retailer, burning short sellers and hedge funds.
January 28 -
The skewed allocations “may significantly change fund performance and use case suitability until rebalance dates,” analysts say.
January 28 -
“As of today, Wells Fargo Advisors is not allowing solicitation of those two securities,” a spokesperson for the bank said Wednesday.
January 28







