Robinhood’s invite-only Concierge unit now serves about 60,000 affluent customers with CFP access, tax planning, and estate planning resources as the retail brokerage expands further into wealth management.
By Andrew CohenNew research finds certified financial planners continue to outpace inflation in pay while reporting stronger career fulfillment and stability.
The two wealthtech platforms name new C-level executives as AI-native strategy and private markets growth accelerate across the advice industry
“The U.S. economy is in solid shape – and farther from a recession than many had feared,” said Katie Klingensmith, chief investment strategist at Edelman Financial Engines.
Meanwhile, Cresset welcomes a $1 billion AUM advisor from JPMorgan as managing director, while Sanctuary helps a Merrill Lynch breakaway launch his own independent RIA.
Demand for digital assets from retail investors and their advisors is likely to keep increasing.
Franklin Resources' fixed-income unit settles SEC charges and closes firm-level DOJ and regulatory probes, but Kenneth Leech's criminal case continues.
S&P Global reaffirms its profitability rules, leaving SpaceX's lofty $135-a-share IPO without the benchmark's passive fund boost.
When geopolitical uncertainty or market volatility causes prospects to freeze with anxiety, wealth managers are forced to grow their businesses with their current client roster.
New data from Zillow and ATTOM points to mounting headwinds for buyers and sellers alike as spring momentum fades.
Capital Group outlines a framework for financial professionals integrating private investments
TCW sees flows signalling a deeper shift as advisors move beyond static ETF allocations
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
David Waddell, CEO & Chief Investment Strategist at Waddell & Associates, sits down with InvestmentNews anchor Gregg Greenberg to highlight the potential trouble for technology stocks as stock prices and IPO values inflate.
L. Joshua Wein, portfolio manager at Hennessy Funds, sits down with InvestmentNews anchor Gregg Greenberg to highlight the top names in the Hennessy Cornerstone Mid-Cap 30 fund.
Gabe McNerney, managing director at Harbor Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain why commodities from gold to agriculture to oil will thrive in the current the macro environment.
Andrew Clinton, CEO of Clinton Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of municipal bonds in the current market and economic environment.
Jeff Young, head of investment strategy at PGIM Quantitative Solutions, sits down with InvestmentNews anchor Gregg Greenberg to discuss why PGIM’s regime-determination framework and systematic analysis points to more market gains.
Joseph Bert, CEO of Certified Financial Group, shares how nearly five decades of leadership and a deeply rooted team culture have shaped one of Central Florida’s most trusted wealth management firms. Recognized as part of the InvestmentNews 5-Star Wealth Management Teams 2026, the firm stands out for its unwavering fiduciary commitment, multi-generational client relationships, and remarkable consistency through every market cycle. Backed by nearly 500 years of combined experience and a strong focus on education and community engagement, Certified Financial Group continues to deliver advice that keeps clients firmly on the same side of the table.
Venue: The Edison Ballroom
Join us as we commemorate another year of excellence at the prestigious InvestmentNews Awards, dedicated to honoring outstanding professionals and firms in the wealth management industry.
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