Winners at the InvestmentNews awards said awareness, mentorship and AI can help close the advisor industry’s gender gap.
By Andrew CohenThe estate tax exclusion rises to $15.48 million as the IRS lifts capital gains, QBI and Section 179 thresholds for high earners
Nonfarm payrolls rose 165,000 and unemployment fell to 4.1%, putting rate hike risk back on advisors’ radar
AI trust gap: Americans want protection, not autonomy, in their finances
One in three of Goldman's 109 new partners comes from asset and wealth management, signaling the division's growing strategic weight.
Three firms secure experienced wealth management teams as advisor recruiting competition intensifies across the US.
San Diego advisory team brings private bank expertise and $225M in assets as the firm targets technology professionals nationwide.
New research finds most Gen X clients automate long-term savings but rely on willpower alone for emergency funds.
Holiday gatherings can plant the seeds for estate planning talks and help advisors build ties with the next generation
“I am excited about what AI will do for us,” said Racquel Oden of HSBC.
For Wells Fargo Advisors, the best way to evolve technology is to work directly with advisors
Linda Bestepe saw borrowing move beyond advice. MassMutual built a shelf to bring it back into view.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
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
Speaking to InvestmentNews before the US midterms and subsequent market volatility, Schwab Asset Management’s CEO and CIO Omar Aguilar says cash-rich hyperscalers differ from past bubbles, but credit markets bear watching.
Christopher Lvoff, managing director and lead cross-asset client portfolio manager within global wealth management at Apollo, sits down with InvestmentNews anchor Gregg Greenberg to discuss the factors advisors need to weigh before adding private market assets to a client portfolio.
Peter Kerr, chief strategy officer at Willow Wealth, sits down with InvestmentNews anchor Gregg Greenberg to discuss whether the market is at a turning point in terms of adding private market asset to individual investor portfolios.
Tom Kiley, Chief Distribution Officer. at Calamos, sits down with InvestmentNews anchor Gregg Greenberg to discuss the rise of autocallable ETFs and explain how they fit into client portfolios.
Nancy DeRusso, head of client solutions at Guardian, sits down with InvestmentNews anchor Gregg Greenberg to highlight the importance of “holistic planning,” as well as how advisors should navigate the intersection of business and personal finances.
Ray Vars, president of Harding Loevner, sits down with InvestmentNews anchor Gregg Greenberg to highlight where he is finding opportunities in international stocks, as well as introduce the firm’s International Developed Markets Select Equity ETF (Ticker: LOEV).
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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