Smaller RIAs using AQR's popular long-short strategies bring custodians more risk and less revenue, one RIA founder tells InvestmentNews
By Andrew CohenHalbert Hargrove senior wealth advisor weighs in on the products' guaranteed income upside, the operational drag and his wish list for carriers.
With 8.6% of advisors set to switch firms in 2026, Cerulli says advisor recruitment hinges on technology, branding and HNW support.
“What we're offering is an investment product first and foremost,” said Autobahn Alpha’s Glenn Harwood.
“I’m seeing more disputes like this between advisors and other advisors at the same practice,” said one industry executive.
Longer retirements and steady inflation could drain retiree portfolios before heirs inherit, with 4% net returns running dry by year 34.
A single fintech partner triggered a $68.8M credit hit.
His daughter got 9 million shares "for services" she never performed.
Beth Emswiler and Andrew Borner join as senior managing directors as the private bank widens its push for ultra-high-net-worth clients
Morningstar advisor survey finds admin work, rising client demands are offsetting efficiency gains from greater technology adoption.
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.
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One request. Three overlapping issues. Here's what advisors often miss.
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