TWG Global CEO Mark Walter has agreed to buy the Los Angeles Lakers for $10 billion, just two months after TWG Global entered a multi-billion investment partnership with Abu Dhabi's Mubadala Capital.
By Andrew CohenWealth managers weigh in on ways to maximize the benefits of their investment committees.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
Orion adds new model portfolios and SMAs under expanded JPMorgan tie-up, while eMoney boosts its planning software capabilities.
National survey of workers exposes widespread retirement planning challenges for Gen Z, Millennials, Gen X, and Boomers.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
News of the Commerce Department ripping up waivers for Chinese semiconductor plants to access American technology shook an already unsettled market.
A father-son pair has joined the firm's independent arm in Utah, while a quartet of planning advisors strengthen its employee channel in Louisiana.
The Federal Reserve Governor reasserted his view of a transitory inflation hit from tariffs, while the S&P 500 pendulated between gains and losses amid a quarterly "triple witching" in the markets.
Jim Dickson's growth accelerator platform pushes further into the family office space as a trio of UBS advisors make their getaway to independence in Louisiana.
Also, another independent RIA has opened its doors under the leadership of a former chairman, president, and CEO of a storied institution in Oklahoma.
Rob Thummel, director and portfolio manager at Tortoise Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss the best investments in the energy sector and highlight the new Tortoise Energy ETF.
Tony Davidow, author of the new book Private Markets, sits down with InvestmentNews anchor Gregg Greenberg to discuss the boom in private markets - aka alternatives – and offer the best ways for investors to gain exposure to this exploding asset class
Chris Fasciano, chief market strategist at Commonwealth, sits down with InvestmentNews anchor Gregg Greenberg to offer his equities outlook for the second half of 2025 and discuss whether the consumer will continue to keep spending.
Tom Cohn, partner at Cerity Partners, sits down with InvestmentNews anchor Gregg Greenberg to discuss the best ways to invest in private market assets, as well as explain the impact of higher interest rates on alternatives.
David Schassler, head of multi-asset solutions at VanEck, sits down with InvestmentNews anchor Gregg Greenberg to discuss the spike in demand for gold, Bitcoin and other decentralized assets, as well as introduce the VanEck Real Assets ETF.
Carin Pai, head of portfolio management and equities at Fiduciary Trust International, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best places to invest in the second half of 2025, and explain why cash remains a smart, opportunistic option.
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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