Bank of America

Advisor Upside

The Great Wealth Transfer May Become the Great Alts Boom

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The role of the advisor is becoming increasingly central as Great Wealth Transfer inheritors increase allocations to assets like crypto and private equity.

2 min read

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Advisor Upside

Inside Wall Street’s Blockbuster Second Quarter

Strong market conditions and the need for sophisticated advice were major boons for wealth units in Q2.

2 min read
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Banking

Wall Street Takes In Record Haul, Projecting US Economic Health

Trading desks benefited from heightened stock trading around Iran War-related volatility, while mega deals fuled investment banking units.

2 min read
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Banking

Wall Street Banks Weigh Buying Card Payment Network to Escape Fee Caps

The Electronic Payments Coalition has said issuers have lost tens of billions in revenue because of the interchange fee cap.

2 min read

Industrials

Bulls Dominate Wall Street’s Analysis of SpaceX

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Opinions ranged from “bullish” to “extremely bullish” among the four big banks that led the SpaceX IPO, as each initiated coverage on Tuesday.

2 min read

Industrials

SpaceX IPO Sets Stage for Clash of Wall Street Titans over Mega-Cap Debuts

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There are a whopping 23 banks named on the cover of the SpaceX prospectus, with Goldman Sachs holding the lead-left spot.

2 min read

Advisor Upside

Merrill Lynch Becomes Latest Wall Street Firm to Launch AI Client Meeting Tool

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The wirehouse said the program helps save up to four hours per meeting, which could reshape how advisors allocate their time.

2 min read

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Advisor Upside

Thrivent to Hire 600 Advisors for Second Straight Year

The hiring push comes amid rapid expansion of the independent RIA channel and an approaching advisor shortage driven by retirements.

2 min read
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Markets

Limbo for Longer: Don’t Expect More Fed Rate Cuts Before Mid-2026

2026 presents a catch-22 for the Fed. It normally cuts rates to buoy hiring, which tightened last year, but that could drive up inflation.

5 min read
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Banking

Huntington Bank’s 21% Growth Shows Main Street’s up for Borrowing

Huntington Bancshares reported that its average commercial loans grew 12% from the prior quarter and 21% from a year ago in Q4.

2 min read

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