Industry News

'Truly concerning:' Social media is winning Gen Z's wallets over financial advisors

'Truly concerning:' Social media is winning Gen Z's wallets over financial advisors

Gallup finds 42% of American adults under 30 are getting financial advice from social media, raising concerns of "misinformation being shared by finfluencers."

RIAs

What should RIAs have on their regulatory radar right now?

With a new regime at the SEC, Savvy Wealth's Lisandra Wilmott speaks out on ongoing and unfolding risks around off-channel communications, AI, and private market investments.

RIAs

Emigrant Bank appoints Mark Rogozinski to lead family office services

The veteran leader from Cresset will support Emigrant’s network of high-net-worth advisory firms and specialty platforms.

Industry News

After investment success, Warren Buffett-backed college at risk from GOP tax threat

Draft tax legislation by House Republicans raises concerns for aid-giving private universities, with steep hikes on levies based on "lifeblood" endowment dollars per pupil.

Fintech

Betterment bolsters pitch to RIAs with Rowboat Advisors deal

The challenger custodial platform's latest agreement will give advisor users access to enhanced portfolio capabilities including single stock support, tax management, and direct indexing.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.

Trending Topics

'What retirees need is cash flow, not income'
Retirement Planning

'What retirees need is cash flow, not income'

Steve Cassaday, of Cassaday & Company, says being independent is not just about autonomy, it's about being nimble.

Gen Z need financial advice
Practice Management

Gen Z need financial advice

DIY investing is now the norm but advisor says there is an opportunity for clients to provide life advice

Why the rich want specialists
Practice Management

Why the rich want specialists

Segmentation without specialization is sinking wealth management firms faster than market volatility, says XML Financial Group’s Brett Bernstein, who believes generalists are paying the price.

Don't forget the downsides of interval funds, Morningstar warns
Alternatives

Don't forget the downsides of interval funds, Morningstar warns

Easy-to-miss fees and incentives around assets managed could make such alts vehicles a losing proposition for investors.

Why the 60/40 portfolio is losing ground
Equities

Why the 60/40 portfolio is losing ground

Advisor explains why his firm has leaned into specialization, offering exposure to sectors like aircraft leasing, shipping, music royalties, litigation finance, and even Mississippi barges.

CFP Board has answers for advisor AI questions
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Videos

CFP Board has answers for advisor AI questions

Liz Miller, chair of the CFP Board, sits down with InvestmentNews anchor Gregg Greenberg to explain how the CFP Board helps wealth managers maximize AI and other new technologies.

Human Capital Factor ratings help Irrational Capital ETFs outperform
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Videos

Human Capital Factor ratings help Irrational Capital ETFs outperform

Bart Houlahan, partner at Irrational Capital, sits down with InvestmentNews anchor Gregg Greenberg to explain how his firm's proprietary Human Capital Factor ratings translate into investing success.

New Jewish Advocacy ETF sprints out of gate
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Videos

New Jewish Advocacy ETF sprints out of gate

Ari Hoffnung, managing director at JLens, sits down with InvestmentNews anchor Gregg Greenberg to introduce the rapidly growing JLens 500 Jewish Advocacy U.S. ETF (Ticker: TOV).

Private credit hiring remains hot, says Selby Jennings strategist
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Videos

Private credit hiring remains hot, says Selby Jennings strategist

Nicholas Saglimbene, head of investment management at Selby Jennings, sits down with InvestmentNews anchor Gregg Greenberg to discuss the highly competitive hiring environment in the private credit arena.

Municipal bond opportunities for a market gone mad
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Videos

Municipal bond opportunities for a market gone mad

John Miller, chief investment officer for the First Eagle Municipal Credit Team, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best opportunities in municipal bonds, as well as the places to avoid.

A front-row seat to the independent revolution
Podcasts

A front-row seat to the independent revolution

Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.

Upcoming Events

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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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June 24, 2025

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October 21, 2025

WEBINARS

Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

Cold calling is inefficient, and financial advisors need a smarter way to connect with prospects ready to engage. Join our webinar to hear about Aidentified, an AI-powered prospecting tool that helps you quickly find warm leads and close deals faster. Learn how to build targeted prospect lists using over 150 attributes, including career history, wealth segment, and income, and leverage AI relationship mapping to identify your warmest connections in your network. Enhance your prospecting strategy and grow your client base more effectively — watch now!

AVAILABLE NOW

December 5, 2024

WEBINARS

Pioneers of the Schwab franchise model: a lookback on the journey to 100 franchise branches

This webinar delves into the experiences of financial advisors who embraced Schwab’s franchise model early on, transforming it into a successful business opportunity. You’ll hear firsthand from franchise owners about the challenges and rewards of building their own Schwab franchise branches, offering valuable insights if you're looking to expand your practice. Watch now to learn how this proven model can drive your career forward.

AVAILABLE NOW

November 7, 2024