Finance

Investments

Retirement-Platform Giant Turns On Private Markets Tap

Photo by Towfiqu Barbhuiya via Pexels

Retirement plan provider Empower is making private market investments available to participants with help from some Wall Street titans.

2 min read

Photo by Julio Lopez via Pexels

Finance

High-Profile Firms Freeze IPOs Amid Market Meltdown

Klarna is not alone. Several other high-profile firms that were expected to go public have decided to delay their plans.

2 min read
Photo by Avery Evans via Unsplash

Big Tech

Apple Card Plays ‘Spin the Bottle’ With Finance Giants

Visa has offered $100 million replace Mastercard as the network of choice for Apple’s credit card, according to The Wall Street Journal.

2 min read
Photo by Amina Atar via Unsplash

Advisor Upside

RIAS are Worth More Than Ever

Sellers are now able to get an even prettier penny when they offload their firms than just a year ago.

1 min read

Private Equity

Private Equity, Sports and Games Sidestep Frozen M&A Pipelines

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Dealmaking among private equity firms and in the sports and video games sectors has gone full steam ahead amid a global M&A freeze.

2 min read

Photo via Rocket Mortgage

Real Estate

Rocket Mortgage Acquires Mr. Cooper to Create an Industry Giant

Combined, Rocket and Mr. Cooper will service a $2.1 trillion loan book across 10 million clients, accounting for one in six US mortgages.

2 min read
Photo via LPL Financial

Advisor Upside

What LPL’s Massive $2.7B Commonwealth Deal Means for Advisors

The deal will fuel industry consolidation and add roughly 2,900 independent advisors managing some $285 billion in assets to LPL’s ranks.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Feedough via iStock

Finance

Fund Shops Are Pouncing on Vanguard’s ETF-Mutual Fund Structure

There are 53 fund shops asking permission from the SEC to tack on classes of mutual fund or ETF shares using a multi-share class structure.

5 min read

Markets

Coca-Cola Sees Glass Half Full Even as Trade War Drains Fizz From Pop Sales

Photo by Eric Prouzet via Unsplash

Coca-Cola was one of several companies whose earnings last week flashed positive signs, despite the hail of uncertainty around tariffs.

2 min read

Finance

Ken Griffin’s Citadel Securities Has Some Tips for SEC

Photo by Krblokhin via iStock

Top of the list is a warning over the rise of 24-hour trading, just as the Nasdaq and the New York Stock Exchange pursue it.

1 min read

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