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BlackRock

Inequality
7/17/20 | Markets | BlackRock

BlackRock’s Fink Warns of ‘Bipolar Economy’ With Small Business Hurting

Merrill Lynch Exterior Sign and Logo
BlackRock, Merrill Lynch

Merrill Lynch Curbs New Investments in BlackRock-managed SMAs

7/9/20 | News | 1 Comment

The decision to “soft close” managed commission accounts that Merrill has offered for 36 years and that hold $45 billion reflects Reg BI-era restrictions, the firm said.

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Financial Advisor
BlackRock

Advisors Step Up Portfolio Risk Analysis to Calm Clients, Gather More Assets

6/12/20 | News

Risk-management software usage skyrockets as advisors seek to persuade homebound clients to stress-test portfolios and consolidate more held-away assets with them.

Read More

BlackRock
BlackRock

BlackRock Shed $1 Trillion AUM in First Quarter, Profit Fell 23%

4/16/20 | Coronacrash, News

Sales of Aladdin risk and portfolio management software used by some wealth managers accelerate during the coronavirus crisis.

Read More

blackrock-employee-in-new-york-tests-positive-for-coronavirus
BlackRock

BlackRock Employee in New York Tests Positive for Coronavirus

3/10/20 | Coronacrash, News

BlackRock Inc., the world’s biggest asset manager, said that an employee in New York City tested positive for coronavirus.

Read More

blackrock-amasses-7-trillion-of-assets-on-record-net-inflow
BlackRock

BlackRock Amasses $7 Trillion of Assets on Record Net Inflow

1/15/20 | News

World’s biggest asset manager attracted $429 billion in new money in 2019, with $75 billion pouring into ETFs in the fourth quarter.

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BlackRock’s Fink: Zero Commissions at Brokers Should Boost iShares Growth
BlackRock, Fidelity

BlackRock’s Fink: Zero Commissions at Brokers Should Boost iShares Growth

10/15/19 | News | 1 Comment

Despite no-cost trading for RIAs and self-directed investors, BlackRock will not pull off of Fidelity’s no-commission ETF platform to save costs, said CEO Larry Fink.

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blackrocks-tech-services-unit-flourishes-as-advisory-fees-lag
BlackRock

BlackRock’s Tech Services Unit Flourishes as Advisory Fees Lag

7/19/19 | News

Sales of Aladdin risk and portfolio management software to wealth managers help offset lower revenue from active-fund management.

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Blackrock-Looks-To-Five-Megatrends-To-Expand-Its-Etf-Business
BlackRock

BlackRock Looks to Five ‘Megatrends’ to Expand Its ETF Business

6/13/19 | News

The world’s largest asset manager, which runs some of the cheapest investment products available, plans to place a greater focus on the quality of the engineering, construction and management of its funds going forward, according to Armando Senra, who recently took over as head of the firm’s exchange-traded fund business for the U.S., Canada and Latin America.

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Blackrock-Starts-Biggest-Organization-Overhaul-In-Years-Memo
BlackRock

BlackRock Starts Biggest Organization Overhaul in Years: Memo

4/2/19 | News

BlackRock Inc. is launching its largest sweeping organizational overhaul in years, according to an internal memo.

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Blackrock-Exposed-Personal-Data-On-12000-Lpl-Brokers
BlackRock, LPL

BlackRock Exposed Personal Data on 12,000 LPL Brokers

1/22/19 | News | 1 Comment

A data leak revealed last week at BlackRock Inc. exposed names, email addresses and other information of about 20,000 advisers who are clients of the asset manager, including 12,000 at LPL Financial, the largest U.S. independent broker dealer.

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BlackRock's Turnill Sees 'Promising' Potential for Blockchain
BlackRock

BlackRock Exposes Data on Thousands of Advisors on iShares Site

1/18/19 | News

BlackRock Inc., the world’s largest asset manager, inadvertently posted confidential information about thousands of financial advisor clients on its website.

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CORONACRASH NEWS

  • Finra Scrutinizes Brokers Who Took PPP Loans for Potential Violations

    Finra Scrutinizes Brokers Who Took PPP Loans for Potential Violations

    Jan 25, 2021
  • Merrill Touts Success of Growth Strategy in Pandemic-Afflicted Year

    Merrill Touts Success of Growth Strategy in Pandemic-Afflicted Year

    Jan 19, 2021
  • Raymond James Slashes CEO Pay 17% in Turbulent Year

    Raymond James Slashes CEO Pay 17% in Turbulent Year

    Jan 8, 2021
  • Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year

    Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year

    Jan 5, 2021
  • J.P. Morgan Bank Broker Cleared of Coronavirus Crash Claim

    J.P. Morgan Bank Broker Cleared of Coronavirus Crash Claim

    Dec 4, 2020

NEWS

  • Hightower Takes Stake in $830 Million New York RIA

    Hightower Takes Stake in $830 Million New York RIA

    Jan 26, 2021
  • CI Financial Buys Chicago RIA and Asset Manager Overseeing $23 Billion

    CI Financial Buys Chicago RIA and Asset Manager Overseeing $23 Billion

    Jan 25, 2021
  • Finra Bars Ex-Merrill Broker Kenahan After Record NH Settlement

    Finra Bars Ex-Merrill Broker Kenahan After Record NH Settlement

    Jan 25, 2021
  • Morgan Stanley Prevails in TRO Standoff with $6-Mln RBC Team

    Morgan Stanley Prevails in TRO Standoff with $6-Mln RBC Team

    Jan 25, 2021
  • Thanks, Robinhood, but These Traders Now Want Professional Help

    Thanks, Robinhood, but These Traders Now Want Professional Help

    Jan 25, 2021

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Equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life
Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry.
As an industry expert, Frank LaRosa provides guidance and advice on a host of topics from recruiting and transitions, succession planning, practice management, M&A and more.
Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.
Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.
Go behind the scenes with registered investment advisors and other related independent business model experts
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In this podcast business owners, entrepreneurs and executives reveal their top tips for success.
We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people’s lives.
A financial literacy and commentary show that features a number of investors, financial experts, professional athletes, business owners and more.
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™.
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Timeless wisdom, actionable information you can use right now to make smarter investment decisions.
Made for and dedicated to those folks serious about their financial plan.
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