DeVoe data shows third-quarter RIA deals fell 19% as private equity-backed buyers increasingly target firms with $1 billion-plus in assets, says dealmaker Corey Kupfer.
By Andrew CohenNew Equifax data reveals a modest but meaningful shift in US consumer financial health, with the economic divide narrowing slightly in Q2 2026.
Goldman's president and COO is expected to replace David Solomon as CEO as soon as 2027, ending a near-decade at the firm's helm.
A state-by-state Medicaid report card, federal cuts starting in January and a home-equity cap due in 2028 are pushing a program most affluent families ignore into the planning conversation.
New model blends public and private markets as demand for alternatives among wealthy clients accelerates.
A dedicated team of 40-plus specialists will serve clients with at least $50 million in net worth.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
AI is absorbing grunt work while succession needs keep next-gen advisors essential, according to Prime Capital Financial Managing Director Sean Clancy.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
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
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
Matt LaPorta, executive-in-residence at Dynasty Financial Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain how NIL dollars are impacting young athletes, as well as the discuss the evolving roles of financial advisors and parents.
Scott Clemons, chief investment strategist at Brown Brothers Harriman, sits down with InvestmentNews anchor Gregg Greenberg to offer his economic outlook, especially consumer spending, as well as explain how investors should prepare their portfolios heading into 2027.
Jonathan Reilly, president of Voya Financial Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain the soaring interest in annuities despite the surge in publicly traded stocks.
Simeon Hyman, global investment strategist at ProShares, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors can profit from the bond selloff, as well as the broadening trade.
Brent Brodeski, founder & CEO at Savant Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how employee-owned Savant compares to that of PE backed firms when it comes to decision-making, as well as Savant’s long-term AI investment.
Venue: 583 Park Avenue
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.
Venue: 583 Park Avenue, New York
Women Advisor Summit is one day of practical insights and honest conversations for the financial advisors, wealth management executives, and business leaders building what's next.
One request. Three overlapping issues. Here's what advisors often miss.
REGISTER TODAY
Learn why value, liquidity and succession must be planned together to preserve value and control.
AVAILABLE NOW
