Legg Mason vet Joe Sullivan is bullish on the future of Allspring Global Investments. The $604 billion asset management arm of Wells Fargo & Co. is being acquired for $2.1 billion by GTCR and Reverence Capital Partners.
Sales of such alternative investments are so strong, they have already surpassed last year's total of close to $27 billion, and are tracking to nearly double that amount by year end.
Baseball cards, wine, even dinosaur bones can help diversify a portfolio, as demand for the items surged during the pandemic.
R.J. Moore, CEO of Private Advisor Group, and Peter Yi from Northern Trust discuss the inflation outlook and RIA valuations
Employers that are dog-friendly might be more likely to have happy workers, especially after the pandemic.
The transition to a more sustainable economy will drive financial returns for the next few decades, said Julie Gorte of Impax Asset Management. And biodiversity is the next big risk for investors.
The cryptocurrency's gains were sparked by speculation that Amazon might eventually accept Bitcoin as a method of payment.
Temporary relief from onsite examinations, which began at the start of the pandemic, is set to expire in December.
The Spark Institute's standards build upon DOL cybersecurity guidance to provide more clear-cut practices designed to defeat retirement account fraud.
Some of the keys to successful card investing include buying rare, good condition cards of established players, said Bart Brewer, an adviser at Global Financial Advisory Services.
The financial technology platform, which provides financial advisers with access to alternative investments, saw its valuation top $800 million with the funding round led by WestCap.
Compliance consultant Peggy Chait chats with Bruce and Jeff about Finra's effort to increase the diversity of the financial services industry. Teri Shepard from Carson Group talks about their new research on women in the RIA space. Read More
Brad Swineheart, senior vice president of business development at White Glove, a marketing services company dedicated to helping financial advisers grow their business, talks about the importance of male allyship and how he uses his platform to create a more gender-inclusive industry. Read More
How can quality jobs reduce inequalities? Sarah Bratton Hughes at Schroders lays out the concept and Ana Herzog joins the podcast from Brazilian retail giant Magazine Luiza (also called Magalu), which implemented a bold strategy to increase the number of Black Brazilians in its upper management. Read More
Wealth management businesses are easy targets for ransomware attacks, and if they're hacked, firms could end up having to pay ransom to free their data and avoid reputational risk and even more trouble. Nicole and Sean ask experts what advisers need to do to protect their businesses and what regulators expect from advice firms. With the rate of ransomware scams increasing by 300% in 2020, is your firm prepared? Read More
The transition to a more sustainable economy will drive financial returns for the next few decades, said Julie Gorte of Impax Asset Management. And biodiversity is the next big risk for investors. Read More
Sruthi Lanka, CFO of online trading app Public.com, talks about how the platform works to build financial literacy among its customers and why it decided to move away from relying on payment for order flow. Read More
RPAs should always have one eye on building maximum enterprise value. Every advisor either sells or retires from their business eventually. Regardless of which path is chosen or when the event takes place, RPAs need to fully understand the key drivers of enterprise value and how to positively impact each. Join the second RPA Valuation Workshop, Sept. 9, 2:00-5:00 PM ET, to gain key insights on the execution strategy. Hosted by InvestmentNews’ RPA Convergence and Fred Barstein, CEO of TRAU, and led by Dick Darian, CEO and founder of the Wise Rhino Group, this workshop is a great opportunity to hear from some of the major buyers as well as other RPAs.
Please join us as we celebrate our 2021 and 2020 winners and finalists at an in-person awards event on September 21 in New York City.
The RPA Convergence Think Tanks bring together select leaders from across the Retirement Plan Adviser community. Each event looks to accelerate the growth and evolution of the retirement plan world. We have four events planned for this year, which will gather CEOs and principal executives from across the industry.
This final of a three-part series in collaboration with MIT's AgeLab will focus on the importance of healthcare and caregiving in the new longevity economy.
This special webcast with IRA expert Ed Slott will break down what the IRS has said, and what advisers and clients need to know going forward.
