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What's behind the TCA, ETrade deal?

August 17, 2018 | Runtime: 4:25

Deputy editor Bob Hordt talks with senior columnist Jeff Benjamin about what each party in the recent acquisition stands to gain by joining forces.

What inspired Lifetime Achievement winner LeCount R. Davis to become the nationís first African American CFP?

August 06, 2018 | Runtime: 5:11

At 81, focus and patience are among the attributes Mr. Davis is passing on to his mentees.

Business case for prioritizing diversity in the financial advice industry

July 27, 2018 | Runtime: 2:40

Tomorrow's talent pool and financial advice clients both will look differently than they do today. Advisers risk missing out on different markets if they don't have a diverse practice.

What it took to win an Excellence in Diversity & Inclusion Award

July 26, 2018 | Runtime: 4:39

Editor Fred Gabriel and special projects editor Liz Skinner explain how InvestmentNews chose the winners of our inaugural Excellence in Diversity & Inclusion Awards.

How men and women think differently about philanthropy

July 20, 2018 | Runtime: 1:08

Women are more emotionally connected to their gifts, and want to donate time as well, says special projects editor Liz Skinner.

First Look video: Financial advisers in the fight to protect elder clients from fraud

July 05, 2018 | Runtime: 4:54

Editor Frederick P. Gabriel Jr. and deputy editor Robert Hordt discuss this week's cover story on how the Senior Safe Act and new Finra rules are giving advisers more legal protection when they take measures to safeguard elderly clients from fraud.

What type of adviser uses Betterment for Advisors?

June 22, 2018 | Runtime: 1:30

Cara Reisman, director of Betterment for Advisors, says those who outsource investment management or want to serve small accounts and the next generation are common users of their robo-adviser.

Advisers should look beyond 529 plans for college planning

June 22, 2018 | Runtime: 2:25

Editor Fred Gabriel talks to reporter Ryan Neal about how college-savings strategies are more important than ever as tuition costs soar.

Victory over cancer

June 20, 2018 | Runtime: 6:35

Cynthia DiBartolo survived cancer of the head and neck only to lose her job on Wall Street. She rebounded to found Tigress Financial Partners, an investment banking and brokerage firm with more than 50 employees.

How did we pick this year's 40 under 40 winners?

June 13, 2018 | Runtime: 2:58

Special projects editor Liz Skinner and editor Fred Gabriel say efforts to improve the financial advice industry and the promise of future success factored heavily in candidate selection.

 
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