A recently settled lawsuit over Vanguard’s first-ever acquisition named a current sales executive at Altruist, the RIA custodian that Vanguard just bought for $4.6 billion.
By Andrew CohenAlso, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Advisors are steering more client capital into power, data centers and grids as private credit cools and AI reshapes portfolios.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Advisors are rethinking mega-cap concentration risk as the rally in the equal-weight S&P 500 ETF forces a fresh conversation about intentional diversification.
Pre-Labor Day payroll numbers surged past forecasts, but muted wage growth keeps strategists split on a mid-September rate hike from the Fed.
Citigroup rounds out its AIMS and private bank leadership as wealth revenue climbs for a ninth straight quarter
New research tracking Form ADV disclosures finds registered investment advisors embracing artificial intelligence are growing headcount, not cutting it.
Why MassMutual’s Kelli Stanko believes technology makes human connection more valuable
Redefining what advisors should expect from their partner firm Osaic’s Shannon Reid on putting scale to work for advisors.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Christina Kopec Rooney, head of U.S. wealth at Wellington Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight innovation in the wealth management space, as well as the benefits of the strategic alliance between Wellington, Vanguard and Blackstone.
Paul Aversano, global practice leader at Alvarez & Marsal's Global Transaction Advisory Group, sits down with InvestmentNews anchor Gregg Greenberg to offer his M&A outlook heading into the final months of 2026.
Sara Doelger, partner at Argosy Real Estate Partners, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best alternative property sectors in commercial real estate including Opportunity Zone and build-to-rent investing.
Antony Ghee, head of CIO equity investments at Bank of America, sits down with InvestmentNews anchor Gregg Greenberg to highlight the current state of the market and its relation to the overall economy, as well as the best places to invest heading into 2027.
Brock Campbell, head of global research and portfolio manager at BNY Investments Newton, sits down with InvestmentNews anchor Gregg Greenberg to explain the increased demand for infrastructure, as well as income-focused, investments.
Scott Helfstein, head of investment strategy at Global X, sits down with InvestmentNews anchor Gregg Greenberg to highlight the next stage of AI investing, as well as economic cross currents 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.
Learn why value, liquidity and succession must be planned together to preserve value and control.
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High-net-worth clients want more than performance—they want a trusted advisor who delivers personalized, proactive service. Join Orion for a webinar on proven strategies to attract, serve, and retain HNW clients. Whether you're new to the space or refining your approach, you'll gain insights to deepen relationships and grow with confidence. Watch now to elevate your practice.
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