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Ameriprise Maintains Bullish Outlook After BofA Stock Downgrade

Ameriprise Maintains Bullish Outlook After BofA Stock Downgrade

Broker/Dealers | October 29, 2026

Ameriprise Financial is retaining a positive perspective about its advisor attrition, as Chief Executive Officer Jim Cracchiolo dismisses criticism from industry recruiters.  “There’s a lot of noise out there from anonymous sources, from recruiters with their own agendas,” Cracchiolo said Thursday on its third-quarter earnings call.  He also reiterated that Ameriprise does not have an advisor retention program and

Raymond James Adds $692M Bank Program

Raymond James Touts Competitive Edge with Affiliation Options, Advisor Pipeline

Wealth Management | October 29, 2026

Raymond James is feeling “really good” about its pipelines across all channels, as financial advisors benefit from the firm’s technology investment and a wide range of affiliation options, according to Chief Executive Officer Paul Shoukry.  Shoukry said on the firm’s quarterly earnings call for the quarter that ended Sept. 30, that various advisory firms are

A Call for Choice in Real Estate Exchange Strategies

A Call for Choice in Real Estate Exchange Strategies

Alternative Assets | October 29, 2026

The real estate tax exchange marketplace is evolving quickly, with 721 exchange strategies playing an increasingly prominent role in discussions around tax-advantaged real estate investing. Current Mountain Dell Consulting data reflects the continued prominence of Delaware statutory trust (DST) programs featuring a potential future 721 exchange component, with such programs representing approximately 52% of total

DoorDash Strikes $17B Deal to Acquire Instacart

DoorDash Strikes $17B Deal to Acquire Instacart

Direct Investment | October 29, 2026

DoorDash has agreed to acquire Instacart in a transaction valuing its equity at approximately $17 billion, combining the delivery company’s logistics network with Instacart’s grocery technology and retailer relationships. The agreement values Instacart at $65 a share, a 26% premium to its Oct. 22 closing price, the last trading day before reports of a possible