Retiring RIA seller David Laidlaw alleges the Carnegie valued his stake on $11.7 million EBITA while pitching potential buyers on $21.3 million.
By Andrew CohenNew tool gives RIAs and family offices AI help vetting private market deals, with some users reportedly halving review time.
Investors got projected returns dressed up as real ones, SEC says
Parents must still act to get the $1,000 federal seed and employer contributions, giving financial advisors a role in the rollout.
FINRA booted Rudy Anguiano from the industry for “conversion - the intentional and unauthorized taking of another person’s property.”
Notice 2026-62 also flags box spread ETFs and tax-aware fund trades as Treasury opens month-long consultation period.
The firm's former general counsel walked away clean
Heartwood Wealth Advisors deal marks the serial acquirer's 36th-ever transaction as third-quarter RIA M&A volume slips 19%
The AI lab disclosed more than $8 billion in 2025 losses on an operating basis as financial advisors weigh a supersized listing likely to land past the midterms.
Move aims to bolster CRM's case as the "data hub" in the AI era
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
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
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
Matt LaPorta, executive-in-residence at Dynasty Financial Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain how NIL dollars are impacting young athletes, as well as the discuss the evolving roles of financial advisors and parents.
Scott Clemons, chief investment strategist at Brown Brothers Harriman, sits down with InvestmentNews anchor Gregg Greenberg to offer his economic outlook, especially consumer spending, as well as explain how investors should prepare their portfolios heading into 2027.
Jonathan Reilly, president of Voya Financial Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain the soaring interest in annuities despite the surge in publicly traded stocks.
Simeon Hyman, global investment strategist at ProShares, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors can profit from the bond selloff, as well as the broadening trade.
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