Why alternatives, global credit, and real assets are the key to Brinker Capital’s winning strategy

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Opinion

Huge growth at LPL comes with C-suite drama

Huge growth at LPL comes with C-suite drama

Some of LPL's most prominent advisors loved Dan Arnold because he was a nerd.

Wirehouses

Has wirehouse plugged the leak?

Wells Fargo Advisors management stresses stability, while recruiter says it appears "faucet of advisors leaving has turned into a drip."

Retirement Planning

Most who expect big inheritances plan to switch advisors

Only a third of people who anticipate getting $100,000 or more passed down to them say they are likely to retain relationships with financial service providers, according to survey data published by Equitable.

Practice Management

The future of fees

Is it finally time to wave goodbye to the industry standard one-percent AUM fee?

Practice Management

Best practices to ease clients’ political anxiety

Following the EPIC framework and five stages of grief can be important tools in the advisor toolbox.

SPONSORED Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

SPONSORED Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success

Trending Topics

Robertson Stephens makes mid-West debut with CAFG deal
RIAs

Robertson Stephens makes mid-West debut with CAFG deal

The RIA's fifth acquisition of 2024 pushes it past the $7B AUM mark while establishing a foundational foothold in Chicago, Illinois.

Tifin AG forges strategic alliance with GenWealth
Fintech

Tifin AG forges strategic alliance with GenWealth

The AI-enabled fintech platform is adding the hybrid RIA to its network of organic growth-focused wealth firms.

Crypto.com files suit against SEC after Wells Notice
Alternatives

Crypto.com files suit against SEC after Wells Notice

Crypto trading platform fires back against a legal threat by the regulator, contending it has "unilaterally expanded its jurisdiction beyond statutory limits."

Cerity Partners continues merger tear with SBC Wealth Management
RIAs

Cerity Partners continues merger tear with SBC Wealth Management

The national wealth firm's latest deal adds $1B in assets while extending its reach to affluent clients in Indiana.

Cetera inks deal for hybrid RIA Concourse Financial Group Securities
Broker Dealers

Cetera inks deal for hybrid RIA Concourse Financial Group Securities

The agreement will bring roughly 350 advisors with $12B in AUA and $4B in AUM under the seasoned IBD acquirer's umbrella.

Time for RIAs to maximize M&A market, says Dynasty Financial CEO
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Videos

Time for RIAs to maximize M&A market, says Dynasty Financial CEO

Shirl Penney, president & CEO at Dynasty Financial Partners, sits down with InvestmentNews anchor Gregg Greenberg to offer tips for advisors seeking to take advantage of the hot M&A market.

Best areas for bond investors seeking safe, steady returns
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Videos

Best areas for bond investors seeking safe, steady returns

Abhi Patwardhan, portfolio manager & co-director of research at FPA Funds, sits down with InvestmentNews anchor Gregg Greenberg to highlight the safest areas for bond investors in the current economic environment.

American Century fund manager names top small-cap stocks
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Videos

American Century fund manager names top small-cap stocks

Trevor Gurwich, senior portfolio manager at American Century Investments, sits down with InvestmentNews anchor Gregg Greenberg to offer his top picks in the small-cap arena.

Top strategies for high-net-worth clients seeking to save on insurance
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Videos

Top strategies for high-net-worth clients seeking to save on insurance

Katherine Frattarola, head of HUB private client at HUB International, sits down with InvestmentNews anchor Gregg Greenberg to highlight strategies for saving on insurance as premiums continue to rise.

All signs show gold momentum not slowing anytime soon
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Videos

All signs show gold momentum not slowing anytime soon

Joseph Cavatoni, market strategist for North America at the World Gold Council, sits down with InvestmentNews anchor Gregg Greenberg to explain why the bull market in gold shows no signs of slowing.

‘Sandwich Generation’ need not be financially slammed, says Edward Jones strategist
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Videos

‘Sandwich Generation’ need not be financially slammed, says Edward Jones strategist

Mona Mahajan, senior investment strategist at Edward Jones, sits down with InvestmentNews anchor Gregg Greenberg to offer strategies for members of the so-called ‘sandwich generation’ seeking to secure their family’s financial future.

Upcoming Events

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Featuring a brand-new independent judging panel, exciting award categories for organizations and professionals alike, and a glamourous awards ceremony, this event is celebrating New York’s most outstanding leaders in the 5-star style they deserve.

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November 06, 2024

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We invite women advisors and their allies to join us for the Women Advisor Summit, an event dedicated to the growth and success of women in the financial advice industry. Since 2015, InvestmentNews has created a unique forum where women advisors and those who support them can connect with each other and the latest ideas in practice management, career growth, and industry trends. You will return to your practice inspired with practical ideas, new tools and valuable connections with your peers and industry influencers. Get ready to enjoy a day of community, connection and even CE credits

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November 06, 2024

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Venue: Manchester Grand Hyatt, San Diego
InvestmentNews’ RIA Activate series is the key in-person networking and troubleshooting platform for RIA business owners, practice managers, and operations leaders. Against a backdrop of an ever-changing business landscape, there’s never been a greater time for RIAs to come together to develop best practice management and engage with strategies that will help futureproof their firms, optimize their client services, bolster bottom lines and accelerate business growth.

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November 12, 2024

WEBINARS

Elevate Your Business Metrics and Client Service Through Effective Coaching and Mentorship

Effective coaching and mentorship can significantly enhance your firm's growth and client service. By pairing newer advisors with experienced mentors, your firm can enhance business outcomes and stay ahead in a competitive market. Join us as we guide you through strategies on how you can implement effective coaching and mentorship programs to empower your team and boost your firm's performance. Register today!

REGISTER TODAY

Oct 10, 2024 | 10-11 AM ET

WEBINARS

Bridging the Generational Gap in Finance 

Lead the future of finance by mastering the art of engaging the new generation of advisors – join the free webinar

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June 13, 2024