Hackers are already probing two bugs in software that runs most of the web. European Government and other major sites have already been taken down for emergency patches.
By Matthew SellersA hijacked personal inbox can unlock a client's financial accounts – and wealth managers need a plan for prevention and response
New UMA, direct indexing and asset location capabilities aim to cut manual work for advisors managing personalized portfolios
As notetakers push into account opening, a consultant warns RIAs risk ‘buying redundancy’ instead of capability
The senior recruiter position at LPL Financial can lead to future success and industry leadership.
Super Intelligence revenue grew more than 800% in Q3, and a Starship launch and Tesla merger talk are on deck.
Unclaimed auto accounts can’t take family money, so advisors face questions on 529s, divorce terms, employer funding and stock gifts.
Better Markets’ Benjamin Schiffrin says the change clears a path for interval-fund and accredited-investor rules, but won’t touch daily advisor work.
Devenir finds 52% of HSA assets are now invested, reshaping how clients can plan for retirement health care costs.
With midterms near and public opposition rising, the president’s push puts AI infrastructure costs and community payouts in focus for investors
Jim Wagner and John Isner on why confidence comes from the work done before consequential decisions.
Northern Trust pushes beyond loss harvesting as concentrated stock creates tougher tax problems
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
Jim Wagner and John Isner on why confidence comes from the work done before consequential decisions.
Experts explore evolving annuity products, advisor technology, AI applications, retirement income strategies, and private equity's growing influence on insurers.
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.
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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