Videos & Podcasts

Pooled employer plans

Emile Hallez joins for a deep discussion on all things pooled employer plans (PEP). What role do PEPs play in the landscape, who uses them, the impact on RPAs, and more. Read More

Regulators take a closer look at ESG

The SEC has made six announcements on ESG in just the past month, George Moriarty notes. Financial advisers should pay particular attention to the agency’s plan to examine disclosures around sustainable investment products. Read More

Office changes like remote lobby check-in are part of new normal

Episode one of the three-episode Triple Play: Back to the Office series. Shannon Spotswood, president of RFG Advisory walks us through physical updates needed for an office. Read More

Kristi Rodriguez, senior vice president, Nationwide Retirement Institute

Kristi details the steps that Nationwide has taken in the diversity, equity and inclusion space, explaining the research that motivated their efforts. Read More

Upcoming Events

Events

InvestmentNews is planning an RIA Virtual Summit that will act as a road map for advisers pursuing the independent channel. The two-day event, May 18-19, 2021, is designed as a two-track program for both established and breakaway advisers that will cover everything from business planning to finding a custodian to marketing and building back office systems and partnering with technology providers.

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May 18, 2021

Events

InvestmentNews, together with Last Word Media and Bonhill, are excited to present the inaugural Global ESG Summit, which will be streaming live across four time zones on May 27, 2021. ​ The program has been designed to help our global audience of professional financial intermediaries, including fund selectors and fund buyers, to cut through the noise and gain tangible insights on how to integrate ESG processes and principles into their business models and investment solutions.   

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May 27, 2021

Events

The InvestmentNews Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level. Details will be coming soon.

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June 23, 2021

Webcast

Retirement 2021 and beyond

Retirement planning and strategies changed significantly in 2020. The impact of the pandemic reached across the retirement world, from savers to near-retirees to people that currently live in retirement.

Register today!

Tuesday, April 27, 2021
4-5pm ET

Webcast

RIA Compliance for Breakaways – How to stay safe when you go RIA

If you are one of the many advisors looking to go independent this year, this panel discussion about compliance is something you will not want to miss.

Register today!

Tuesday, April 20, 2021
4-5pm ET