Cynosure's $270 million Savant deal reflects a growing private equity trend as the SEC investigates continuation vehicles.
By Andrew CohenWhy “one big pool of money” needs predictability—and a plan.
Advisor recruiting climbed to its strongest pace in nearly two years, while CEO Richard Steinmeier said the firm has "cleared the decks" for bigger institutional deals.
The combinations involving Red Oak and AdvisorRankings illustrate how AI is reshaping both wealth firm operations and wealthtech platforms' business models.
Cerulli projects a surge in advisor-held private capital even as liquidity concerns persist and interval funds gain ground.
New 5-in-1 onboarding tool aims to cut subscription paperwork as advisor demand for private markets accelerates
Foundation Source's new president says PhilTech can turn charitable giving into a scalable, integrated advisory discipline.
The deal marks the independent wealth management firm's first footprint in Alabama, expanding its national RIA acquisition strategy.
A 14-person Boston-based team ranked among the nation's top institutional consultants joins Merrill Private Wealth Management.
Artificial intelligence is no longer just reshaping investment portfolios, it is reshaping the litigation landscape around them.
SEI’s Shauna Mace on what’s changing in financial advice as AI becomes more common.
Targeted ETFs are giving advisors new tools for supply chains, research, and protection
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Bruce chats with veteran industry attorney Brian Rubin of Eversheds Sutherland about potential changes in the enforcement process FINRA uses to regulate broker-dealers.
Amanda Robinson, head of wealth advisory managed solutions and specialist distribution at Fidelity Investments, sits down with InvestmentNews anchor Gregg Greenberg to explain why financial advisors should leverage managed solutions, as well as highlight Fidelity’s growth in the space.
Jonathan Rocafort, head of fixed income solutions at Parametric Portfolio Associates, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of a tax-optimized bond ladder compared to a traditional fixed income portfolio.
Lauren Cassidy, founder and chief investment officer at Founders 100 ETF, sits down with InvestmentNews anchor Gregg Greenberg to explain why companies run by their founders tend to outperform the market.
Tom Henske, founder of Total Cents, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors can work with universities to help improve the financial literacy of their student-athletes.
Matt Collins, head of ETFs at PGIM, sits down with InvestmentNews anchor Gregg Greenberg to highlight the explosion in active ETFs in the past few years and explain how advisors are using them to maximize client returns.
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