May 11, 2018 | Runtime: 1:58
About 200 advisers learned new business development strategies, and cyber security measures, along with sharing thoughts on boosting diversity in the advice business at the first of four Women Adviser Summits in 2018.
May 09, 2018 | Runtime: 10:31
People fear outliving their wealth and the investment answer is "use a 50% -75% stock allocation and you should be fine," said Wade Pfau, Professor of retirement income, American College of Financial Services. But 30 years isn't what it used to be.
May 09, 2018 | Runtime: 9:21
Most advisers are looking at each other as competition, said Ron Carson, CEO of Carson Group Holdings. But it's "the company in the garage that we've never heard of" they should worry about.
May 09, 2018 | Runtime: 8:03
The investment management industry needs to embrace both invention of new disruptive ideas but also learn to apply them and be willing to change, said Mohamed El-Erian, chief economic advisor, Allianz.
May 09, 2018 | Runtime: 7:26
Ask your clients about their passion and they will come alive, "and so will the next generation of your practice," said Jennifer Kenning, chief executive, Align Impact.
May 09, 2018 | Runtime: 11:12
Advisory firms must create a successor team to replace founders, said David Grau, Sr., founder, FP Transitions. Today only about 5% of the industry have built a multi-owner, multi-generational business.
May 09, 2018 | Runtime: 9:15
The brokerage account brought efficient investing at a distance and really powered global industrial revolution of the 20th century, said Bill Harris, founder, Personal Capital.
May 08, 2018 | Runtime: 1:49
Dozens of experts provided financial advisers with new insights into the economy, markets, and retirement solutions for clients at this year's two-day Retirement Income Summit in Chicago.
May 04, 2018 | Runtime: 3:52
Managing editor Christina Nelson and reporter Greg Iacurci discuss how market volatility inspired InvestmentNews' most recent cover story on retirement income.
May 04, 2018 | Runtime: 1:40
The U.S. economy is robust, said Nuveen chief equity strategist Bob Doll, but he warns that with interest rates and inflation both “modestly higher,” investments are likely to be more volatile. “It’s not buy it, hold it and it goes up,” he said.