Flyer Financial Technologies: transforming portfolio management and trading with end-to-end trade lifecycle automation and scalable connectivity
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“With earnings season over for the next couple of months, the likelihood of a summer selloff is high,” said Dennis Follmer, chief investment officer at Montis Financial.
By James RogersPeople are living longer, but new research warns that many may outlive their savings.
The summer months are a good time for financial advisors to recharge their batteries, as well as get a jump on the competition.
Bond markets returned from the holiday weekend pricing in peace deal optimism, even as fighting flared in the Strait of Hormuz.
Most partners feel financially aligned, but Fidelity data reveals significant gaps in communication and transparency.
Dr Jeffrey Roach says a 19th-century paradox explains why efficiency gains may lift labor demand.
According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
Deloitte’s annual FSI Predictions report maps eight structural shifts across wealth management, banking, insurance and payments.
Gallup index falls to -45 even as Conference Board's leading indicator edges up in April.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
Capital Group outlines a framework for financial professionals integrating private investments
TCW sees flows signalling a deeper shift as advisors move beyond static ETF allocations
According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
Bruce this week speaks with Mark Goldberg, who has worked as a senior executive with Royal Alliance Associates, now Osaic, Carey Financial and Griffin Capital Securities about the current market for alternative investments, including private loan and BDC funds.
Recognized as one of the InvestmentNews IN 5‑Star Financial Planners 2026, Cunningham stands out for nearly two decades of guiding clients through market cycles, starting in the 2008 financial crisis, while keeping their interests first as a legal fiduciary. Watch the full interview to learn how RJ and Summit Global Private Wealth turn life’s financial uncertainty into a disciplined, personalized plan for the future.
Garrett Melson, portfolio strategist with Natixis Investment Managers Solutions, sits down with InvestmentNews anchor Gregg Greenberg to discuss the precarious state of the consumer as oil and rates rise.
Hunter Doble, portfolio manager at Hotchkis & Wiley Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to make the case for foreign stocks even as energy prices rise and domestic stocks surge.
Jun Li, global and Americas wealth & asset management leader at EY, sits down with InvestmentNews anchor Gregg Greenberg to explain why private market investments will continue to grow despite recent liquidity and private credit concerns.
George Bory, chief investment strategist for fixed income at Allspring Global Investments, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best bond market opportunities in the face of rising yields.
Venue: The Edison Ballroom
Join us as we commemorate another year of excellence at the prestigious InvestmentNews Awards, dedicated to honoring outstanding professionals and firms in the wealth management industry.
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