Flyer Financial Technologies: transforming portfolio management and trading with end-to-end trade lifecycle automation and scalable connectivity
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Krupa’s dad talked the young Doug out of following in his footsteps and becoming a firefighter.
By James RogersSpaceX, OpenAI and Anthropic listings could trigger billions in passive fund rebalancing as index rules accelerate benchmark entry.
Meanwhile, Raymond James' employee arm welcomes a $550 million advisor from JP Morgan, and LPL attracts another advisor trio from D.A. Davidson.
The ETFs harness the daily performance of AST SpaceMobile and Lumentum Holdings.
New CFA Institute survey finds confidence in landing a job has slipped, and fear of automation is growing.
Looking for a good business book for your trip to the beach, lake or pool? InvestmentNews asked some advisors for their recommendations
Nominate a rising leader whose achievements, leadership, and impact deserve industry-wide recognition
Prometheum's Aaron Kaplan on why clearing ETH inside a US brokerage account changes the conversation and what still needs to happen before adoption scales.
JLens managing director speaks to InvestmentNews ahead of today’s Meta vote.
Chip rally and speculation about the upcoming IPO have led to a busy post-holiday record for S&P while Nasdaq gains.
Capital Group outlines a framework for financial professionals integrating private investments
TCW sees flows signalling a deeper shift as advisors move beyond static ETF allocations
According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
David Chan, head of investor relations at Homestead Capital, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of investing in US agriculture and farmland.
Monem Salam, portfolio manager at Saturna Capital, sits down with InvestmentNews anchor Gregg Greenberg to discuss the basics of Halal investing, and his outlook for international stocks in the second half of 2026.
Shannon Saccocia, CIO of wealth at Neuberger, sits down with InvestmentNews anchor Gregg Greenberg to offer her bond and stock outlooks for the second half of 2026.
Mona Mahajan, head of investment strategy and asset allocation at Edward Jones, sits down with InvestmentNews anchor Gregg Greenberg to highlight her favorite risk-adjusted return opportunities in the current market, as well as point out the biggest dangers for investors heading into the second half of 2026.
Mario Di Domenico, financial advisor at Siebert Financial, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can utilize real estate vehicles when creating estate plans for their clients.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Venue: The Edison Ballroom
Join us as we commemorate another year of excellence at the prestigious InvestmentNews Awards, dedicated to honoring outstanding professionals and firms in the wealth management industry.
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