Gallup finds 42% of American adults under 30 are getting financial advice from social media, raising concerns of "misinformation being shared by finfluencers."
By Andrew CohenWith a new regime at the SEC, Savvy Wealth's Lisandra Wilmott speaks out on ongoing and unfolding risks around off-channel communications, AI, and private market investments.
The veteran leader from Cresset will support Emigrant’s network of high-net-worth advisory firms and specialty platforms.
Draft tax legislation by House Republicans raises concerns for aid-giving private universities, with steep hikes on levies based on "lifeblood" endowment dollars per pupil.
The challenger custodial platform's latest agreement will give advisor users access to enhanced portfolio capabilities including single stock support, tax management, and direct indexing.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
Steve Cassaday, of Cassaday & Company, says being independent is not just about autonomy, it's about being nimble.
DIY investing is now the norm but advisor says there is an opportunity for clients to provide life advice
Segmentation without specialization is sinking wealth management firms faster than market volatility, says XML Financial Group’s Brett Bernstein, who believes generalists are paying the price.
Easy-to-miss fees and incentives around assets managed could make such alts vehicles a losing proposition for investors.
Advisor explains why his firm has leaned into specialization, offering exposure to sectors like aircraft leasing, shipping, music royalties, litigation finance, and even Mississippi barges.
Liz Miller, chair of the CFP Board, sits down with InvestmentNews anchor Gregg Greenberg to explain how the CFP Board helps wealth managers maximize AI and other new technologies.
Bart Houlahan, partner at Irrational Capital, sits down with InvestmentNews anchor Gregg Greenberg to explain how his firm's proprietary Human Capital Factor ratings translate into investing success.
Ari Hoffnung, managing director at JLens, sits down with InvestmentNews anchor Gregg Greenberg to introduce the rapidly growing JLens 500 Jewish Advocacy U.S. ETF (Ticker: TOV).
Nicholas Saglimbene, head of investment management at Selby Jennings, sits down with InvestmentNews anchor Gregg Greenberg to discuss the highly competitive hiring environment in the private credit arena.
John Miller, chief investment officer for the First Eagle Municipal Credit Team, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best opportunities in municipal bonds, as well as the places to avoid.
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
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.
Venue: Tribeca 360, New York
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.
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