TCW’s Eli Horton sees the largest capital cycle in decades reshaping the market
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OneAmerica Financial's logo debuts on Team USA competition suits next week — the latest step in a multi-year sponsorship focused on community, financial education, and high-profile events such as the Olympics.
By James RogersThe incoming four-advisor team, including a father-daughter duo, marks a sizeable addition to the firm's employee advisor channel in Pennsylvania.
Meanwhile, Kestra welcomed two new client experience and operations heads, and a new hire from Bank of America alum is bolstering Fiduciary Trust International's relationship management bench in New York.
November’s Women Advisor Summit is focused on the theme of “the long game.”
New CFP Board sentiment data shows financial advisors' clients feel more upbeat about their finances even as affordability pressures persist.
Nearly one in five U.S. adults have turned to AI for financial guidance, but almost none trust it fully — and Edward Jones' David Chubak says that gap is good news for advisors
Carson Group advisors say psychology, education, and operations professionals are developing the relationship skills wealth management clients actually need
New research from UMB Fund Services and FUSE Research Network shows active ETF adoption has tripled in five years, with 54% of advisors planning to increase allocations in the next 12 months.
Two advisory teams managing nearly $1 billion in assets have moved platforms, expanding the cohort of independents.
Affordability has edged slightly higher for first-time buyers, but the gap between what Americans earn and what homeownership costs remains historically wide.
TCW’s Eli Horton sees the largest capital cycle in decades reshaping the market
SEI’s Shauna Mace on what’s changing in financial advice as AI becomes more common.
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
Nick Nefouse, global head of retirement solutions for BlackRock's Multi-Asset Strategies & Solutions team, sits down with InvestmentNews anchor Gregg Greenberg to discuss private markets, lifetime income, and the evolution of target-date solutions.
Jennifer Goode, senior national director of Bernstein Private Wealth Management's Institute for Trust and Estate Planning, sits down with InvestmentNews anchor Gregg Greenberg to offer tips on how advisors can maintain and strengthen relationships with their clients’ heirs and children.
Ryan Rosegarten, senior wealth strategy associate at Katz Wealth Management part of UBS Financial Services, sits down with InvestmentNews anchor Gregg Greenberg to explain why back to college season is the perfect time to start financial planning discussions with a child.
Gary Schwartz, CEO and president of Madison Planning Group, sits down with InvestmentNews anchor Gregg Greenberg to explain how he built his sizable advisory business by helping civil service employees.
Kevin Callahan, founding partner at Fairway Capital, sits down with InvestmentNews anchor Gregg Greenberg to highlight why private market assets including venture capital remain a vital part of a diversified portfolio.
Ryan Dykmans, president and CIO at Dunham & Associates Investment Counsel, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors can protect their portfolios from stubborn inflation and pricey stocks.
Venue: 583 Park Avenue
Join us in honoring exceptional female advisors, wealth managers, and financial leaders for their bold achievements, innovative leadership, and transformative impact. Witness these outstanding professionals being recognized on a national stage with the glitz and glamour they deserve.
Venue: 583 Park Avenue, New York
Women Advisor Summit is one day of practical insights and honest conversations for the financial advisors, wealth management executives, and business leaders building what's next.
Learn why value, liquidity, and succession must be planned together to preserve value and control. Register today!
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Direct indexing turns market dispersion into after-tax value, and advisors are taking notice.
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