Second-generation NFL ref Shawn Hochuli co-founded IWM Partners in Irvine, California, a wealth management practice with more than $500M in client assets
By Andrew CohenCFP, CFA and CPA holders could gain accredited investor status as regulators weigh wider private market access for advisory clients
DeepVest, Vanilla and Libretto roll out tools to help financial advisors launch firms, close estate plans and sharpen planning skills
“People aren't effectively using their wealth in retirement,” said David Blanchett of Prudential.
Career changers, students and current advisors filled a record class, raising questions about how firms hire next-gen advisors.
U.S. seniors lose $28.3 billion annually as a result of financial exploitation, according to a 2023 AARP study.
Cornerstone Capital, Echo Wealth Management, and Compass Wealth Management add about $2 billion as RIA M&A heads for a record year.
Bogus SEC filings, WhatsApp groups, and AI trading signals that never existed
A decades-old materiality shortcut is dead in the Third Circuit
As Robinhood and Schwab roll out AI agents and assistants, a new survey finds advisors still edge out chatbots in terms of client trust.
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.
Aileen Schruth, senior vice president of wealth management at UBS Financial Services, sits down with InvestmentNews anchor Gregg Greenberg to highlight the financial conversations couples should have before tying the knot.
Mario Tufano, portfolio manager at CS McKee, sits down with InvestmentNews anchor Gregg Greenberg to highlight opportunities in small-cap stocks, and explain why the market’s smaller names will continue to outperform.
Scott Davis, head of ETFs, Capital Group, sits down with InvestmentNews anchor Gregg Greenberg to highlight the active ETF strategies currently resonating with advisors and investors.
Todd Cassler, chief revenue officer at Wilshire, sits down with InvestmentNews anchor Gregg Greenberg to highlight how advisors can educate clients about the benefits of private market assets and alleviate their liquidity concerns.
Natasha Sibley, portfolio manager at Janus Henderson Investors, sits down with InvestmentNews anchor Gregg Greenberg to explain how equity-linked notes help advisors add income and stability to client portfolios.
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.
One request. Three overlapping issues. Here's what advisors often miss.
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Learn why value, liquidity and succession must be planned together to preserve value and control.
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