Focus Partners Wealth’s Jeffrey Levine says a Democratic House or Senate would make new legislation on Trump Accounts much harder to pass
By Andrew CohenMercer Advisors joins EP Wealth and Beacon Pointe in using debt financing to support growth and acquisitions
Docupace also rebuilt its wealth operations platform around a single client record, while Focus Financial picks Nevis to bring AI to its advisors.
Consolidators handled 53% of deals through September as smaller sellers stalled amid market volatility, DeVoe & Company finds.
Shook Research has a new name and brand, Veritant, and will continue its coveted rankings of financial advisors.
Clients who know their advisor’s designations report higher confidence and refer more often, according to the Investments and Wealth Institute.
The Supernova-powered lending line follows a Flourish Cash rollout as the insurer pushes private-bank-style tools to its 6,000-plus advisors
PPI, an important measure of inflation, rose 1.3% in September, marking its biggest advance since March 2022.
Advisors explain why in-person client meetings still anchor service as wealthy families split their year across multiple states
New Escalent research finds younger, more diverse DC plan participants are open to rollovers - but increasingly prefer outside firms.
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
Brandon Colavita, portfolio manager at Horizon Kinetics, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of investing in blockchain related equities through the Horizon Kinetics Blockchain Development ETF.
Ross Mayfield, investment strategist at Baird, sits down with InvestmentNews anchor Gregg Greenberg to explain why the economy has been more resilient than most investors expected, as well as where they can find the best opportunities in the market.
Sean Walters, CEO of the Investments & Wealth Institute, sits down with InvestmentNews anchor Gregg Greenberg to highlight the importance of advanced professional certifications for advisors seeking to distinguish themselves.
David Ellison, portfolio manager for the Hennessy Large Cap Financial Fund, sits down with InvestmentNews anchor Gregg Greenberg to explain why financial stocks are set to outperform as interest rates tick higher.
Mamadou-Abou Sarr, co-founder and president at V-Square Quantitative Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why real assets are a perfect addition to portfolios as inflation creeps higher.
Jeffrey Levine, chief planning officer at Focus Partners Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of Trump Accounts when saving for a child’s education, as well as tax planning strategies heading into 2027.
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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