InvestmentNews spoke with a top divorce lawyer to learn how wealth managers and attorneys can work in tandem to protect their clients when completing a prenup.
By Gregg GreenbergThe broker-dealer giant's newest C-suite hire brings 30 years of enterprise technology leadership, including time at Fidelity, to its expanding AI agenda.
Advisor demand for structured products and private markets puts pressure on independent platforms to deliver institutional-grade solutions.
Bain midyear report finds 33,000 unsold portfolio companies stuck in limbo as AI rout, credit stress, and Iran conflict stall dealmaking.
Tech giants dominate, but Friday’s $1.3T chip selloff highlights the risks alongside the opportunity.
The sector SPDR architect says proxy reform is the industry's next big win for investors.
Platform move gives retirement savers access to professionally managed products in one place.
Paper increases mask a production collapse as Gulf exports remain blocked by the US-Iran war.
No investor losses? The SEC can still claw back every dollar of profit
Plus, Well Fargo hails May recruitment haul totaling more than $3 billion in assets, while UBS recruits a top advisor and women's champion from Lazard.
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
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
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 Waddell, CEO & Chief Investment Strategist at Waddell & Associates, sits down with InvestmentNews anchor Gregg Greenberg to highlight the potential trouble for technology stocks as stock prices and IPO values inflate.
L. Joshua Wein, portfolio manager at Hennessy Funds, sits down with InvestmentNews anchor Gregg Greenberg to highlight the top names in the Hennessy Cornerstone Mid-Cap 30 fund.
Gabe McNerney, managing director at Harbor Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain why commodities from gold to agriculture to oil will thrive in the current the macro environment.
Andrew Clinton, CEO of Clinton Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of municipal bonds in the current market and economic environment.
Jeff Young, head of investment strategy at PGIM Quantitative Solutions, sits down with InvestmentNews anchor Gregg Greenberg to discuss why PGIM’s regime-determination framework and systematic analysis points to more market gains.
Joseph Bert, CEO of Certified Financial Group, shares how nearly five decades of leadership and a deeply rooted team culture have shaped one of Central Florida’s most trusted wealth management firms. Recognized as part of the InvestmentNews 5-Star Wealth Management Teams 2026, the firm stands out for its unwavering fiduciary commitment, multi-generational client relationships, and remarkable consistency through every market cycle. Backed by nearly 500 years of combined experience and a strong focus on education and community engagement, Certified Financial Group continues to deliver advice that keeps clients firmly on the same side of the table.
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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