Videos & Podcasts

Venture capital firm targets RIAs

High-net-worth clients are interested in private investments, and Mammoth Scientific, which just rolled out a $100 million venture capital fund, aims to provide such products to the RIA channel, say two of its founders, Jud Mackrill and Tommy Martin. Read More

Cyber resilience considered before White Oak lends to small firms

ESG criteria, including factors like cyber security preparedness, are important to consider when deciding whether to finance small and medium sized businesses, according to Teresa Cutter of White Oak Global Advisors. Read More

Active investment managers must consider ESG when building portfolios today

Now regulation, reporting and transparency need to catch up to strengthen ESG investing, said Lisa Jones, US CEO, president, and head of Americas, at Amundi Asset Management. Read More

DOL rules expected to clarify that ESG funds are OK in retirement plans

US SIF is hopeful that SEC's initial look at climate and human capital management disclosure for corporate issuers will lead to even broader ESG rules, said CEO Lisa Woll. Read More

Upcoming Events

Events

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.

visit site

September 21, 2021

Events

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.

visit site

September 22, 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.

visit site

September 28, 2021

Webcast

How Tech Is Shaping the Future of Financial Planning

The industry shift toward more comprehensive financial planning has encouraged financial services firms to introduce free apps to cash in on the increased investor demand for holistic financial advice.

Available now!

Thursday, August 26, 2021
4-5pm ET

Webcast

Find Value In Your Tech Stack

Firms that invest in high-quality technology to support their efforts can see a meaningful ROI on that investment. On this webcast, moderated by Fintech for Advisers Editor Sean Allocca, representatives from Docupace and Clout will discuss the impact these investments have on firms.

Available now!

Thursday, August 19, 2021
4-5pm ET