The hundreds of millions of dollars from a sale of Inspired Healthcare properties does not mean an immediate windfall for investors.
By Bruce KellyA Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
Its SEC filings said one thing - a congressional probe said another.
Sham agreements allegedly padded revenue by 345%.
"Most pre-retirees are uncomfortable making key retirement income decisions without an advisor's help," said Chris Bailey of Cerulli.
Financial advisors say the real test is whether after-tax income and portfolio withdrawals can keep pace with clients’ rising costs
As companies stay private longer, advisors weigh valuation, liquidity and access when clients ask about late-stage private companies
Also, Summit Wealth Group nabs a Commonwealth advisor in Tennessee, Oxford Financial adds two managing directors, and Verdence draws an ultra-high-net-worth advisor from Fidelity.
Advisors who engage business owners years before a liquidity event can shift tax and estate outcomes by millions of dollars
Deloitte’s latest fair valuation survey finds AI adoption surging among fund groups, even as governance frameworks and SEC exams intensify pressure.
Northern Trust pushes beyond loss harvesting as concentrated stock creates tougher tax problems
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Named an InvestmentNews 5-Star Technology 2026 winner, Darby explains how Alaris uses buyer data and AI to measure compatibility and create more targeted matches between buyers and sellers
Jeremy Eisenstein shares how Goldman Sachs Custody Solutions is helping independent advisers scale through technology, service, and institutional expertise.
Jed Ellerbroek, portfolio manager at Argent Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors should remain bullish on shares of AI-driven mega-cap technology companies.
Jeff Silverman, head of advisory solutions for the Americas at Franklin Templeton Investment Solutions, sits down with InvestmentNews anchor Gregg Greenberg to explain why low volatility, high dividend stocks are perfect for the current market environment.
David Barnard, founder & CEO at Luminary, sits down with InvestmentNews anchor Gregg Greenberg to explain how AI technology will transform the wealth management business as the “great wealth” transfer unfolds.
Jill Williams, private wealth advisor and certified divorce financial analyst at Ameriprise, sits down with InvestmentNews anchor Gregg Greenberg to highlight how recently divorced individuals should adjust and update their financial and estate plans.
Venue: 583 Park Avenue
Join us in honoring exceptional female advisors, wealth managers, and financial leaders for their bold achievements, innovative leadership, and transformative impact. Witness these outstanding professionals being recognized on a national stage with the glitz and glamour they deserve.
Venue: 583 Park Avenue, New York
Women Advisor Summit is one day of practical insights and honest conversations for the financial advisors, wealth management executives, and business leaders building what's next.
One request. Three overlapping issues. Here's what advisors often miss.
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Learn why value, liquidity and succession must be planned together to preserve value and control.
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