A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
By Hallie DiamantIRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.
Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.
"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."
Michael Yannell rejoined Citi in 2019 as head of hedge fund research.
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
Los Angeles RIA's CFO hire is its third senior leadership addition in just over a year as the $42.5 billion firm scales its platform.
The Omaha, Nebraska-based RIA's latest acquisition expands its Rocky Mountain footprint after two prior Colorado deals last year.
Coding expertise isn't the prerequisite to prototyping software tools it once was, which bodes well for less developed parts of the advisor tech stack
Three RIA leaders say AI is eliminating back-office roles and marketing tasks — but financial advisors and planners are not on the chopping block
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
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
Eric Metz, chief investment officer at SpiderRock Advisors, sits down with InvestmentNews anchor Gregg Greenberg to highlight how investors and advisors are utilizing option strategies to protect their portfolios in a volatile market.
Eddie Bernhardt, head of managed accounts at Invesco, sits down with InvestmentNews anchor Gregg Greenberg to highlight the increasing popularity of separately managed accounts in the RIA channel.
Paul Tyler, head of industry relations at Zinnia, sits down with InvestmentNews anchor Gregg Greenberg to highlight why annuity sales continue to soar, as well as explain how advisors and annuity providers can work better together to meet client needs.
Tina Beckwith, chief marketing officer at LIMRA, sits down with InvestmentNews anchor Gregg Greenberg to discuss why Gen X women are particularly vulnerable when it comes to retirement, as well as explain why annuities are a compelling solution for them.
Trey Prescott, director of business development at Advisory Services Network, sits down with InvestmentNews anchor Gregg Greenberg to highlight the biggest issues spurring financial advisors to choose the independent route.
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