Three advisors explain what the permanent $15M estate exemption, expanded QSBS rules, and new SALT cap are actually changing — and what most clients are still missing
By Gregg GreenbergExpanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors.
Osman Nawaz, an agency veteran who rejoined last month, takes over as principal deputy director.
Berkshire Global Advisors reports reveals scaled buyers and steady tuck-ins push 2026 dealmaking to new highs.
Advisors face a psychological gap: clients are financially ready to retire but not ready to spend.
New FINRA-RAND research finds financial literacy, not age or income alone, drives fraud recognition.
BlackRock's CIO of fixed income ties resilient but narrowing growth and higher yields to a new playbook.
“As our clients' lives and financial interests become more global, expanding our international capabilities was a natural evolution,” said Moneta CEO Eric Kittner.
Commonwealth Financial joins a number of firm that have recently cut jobs.
A slow drip of disclosures, an executive exit, and a stock that fell hard before the suit landed
Targeted ETFs are giving advisors new tools for supply chains, research, and protection
Capital Group outlines a framework for financial professionals integrating private investments
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
Rachel Aguirre, head of product & portfolio strategy at Vanguard, sits down with InvestmentNews anchor Gregg Greenberg to explain why Vanguard’s economic outlook is one of the most optimistic on Wall Street, as well as highlight areas where investors may benefit from the AI boom.
Jay Jacobs, U.S. Head of Equity ETFs at BlackRock, sits down with InvestmentNews anchor Gregg Greenberg to introduce the iShares Nasdaq 100 ETF (IQQ), and explain how it fits into the broader iShares equity ETF suite.
David Schassler, head of multi-asset solutions at VanEck, sits down with InvestmentNews anchor Gregg Greenberg to promote the VanEck Real Assets ETF and explain why real assets should play an important role in client portfolios.
Milissa Hutchinson, managing director and head of U.S. Wealth at Nomura Asset Management International, sits down with InvestmentNews anchor Gregg Greenberg to highlight opportunities in emerging markets, diversification and fixed income.
Jeff Collins, founder and managing partner of Cloverlay, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best opportunities in “adjacent” private markets.
Emily Green, head of wealth management at Ellevest, sits down with InvestmentNews anchor Gregg Greenberg to highlight the areas where the financial advisory industry underserves its clients, and explain how financial advisors can improve their operations.
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