The municipal bond market experienced its seventh straight year of positive performance in 2020, but will the progress toward recovery continue in the second half of the year? For insight, Michael Scarchilli, editor-in-chief of The Bond Buyer, sat down with PNC EVP and public finance head Rob Daily, Hilltop Securities vice chairman and head of public finance David Medanich, and City of Dallas Chief Financial Officer Elizabeth Reich for their viewpoints on the macroeconomic picture and prospects for the U.S. munis market. The panel also discusses how the first two quarters of the year have fared with additional government stimulus programs and the rollout of the COVID vaccine.
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In a record-setting bull market, the products offer investors a straightforward way to protect against downside risk. But not all financial advisors are convinced of their utility.
August 1 -
Also this week, the tech-driven RIA Farther boosts its AUM total to over $13 billion with a recruiting blitz, Mercer adds an RIA with more than $1 billion in assets and Cresset fills out its C-suite.
August 1 -
What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.
August 1 -
CEO Rich Steinmeier reiterated LPL's goal to retain 90% of Commonwealth's assets and headcount while listing reasons why advisors might think twice about leaving to start their own RIAs.
August 1 -
The decision to rejoin the CEO and chairman roles comes roughly two months after regulators removed an asset cap that had stunted the San Francisco-based company's growth for seven years.
July 31 -
The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.
July 31