Bernstein halves its price target as CFO Colette Kress steps in as interim chief, leaving markets to weigh AI concentration risk
By Leo AlmazoraDeeper specialized planning tools remain safe from feature expansion (for now).
About 70 bank and credit union advisors move to the Raymond James platform, while a $480M New Jersey team goes independent with LPL
“We have to identify it early,” said Carolyn McLanahan of Life Planning Partners
A 20-year financial services veteran brings values-driven planning expertise to the St. Louis-based RIA.
Rising consumer borrowing, cooling housing markets and holiday sacrifice reveal a fractured picture of American financial health.
New research shows a 71% plunge in actions in fiscal year 2026, with total settlements the lowest since the database began.
An Ohio-based advisor departs Edward Jones to build an independent firm focused on retirees and business owners.
Analysts warn the AI chipmaker faces a 20% further drop if its co-founder departs with no succession plan in place.
But how many advisors want to pay a revenue share for a technology platform?
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.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
Named to InvestmentNews Rising Stars 2026, Akers brings a uniquely human perspective to fintech, shaped by an unconventional journey from international teacher to financial advisor to product leader. He currently leads development across Orion Planning, the Redtail CRM, and Orion’s AI intelligence layer, Denali. His work at the intersection of behavioral finance and artificial intelligence reflects a firm conviction that technology’s greatest opportunity lies in deepening empathy, not replacing it.
As competition among custodians intensifies, Schwab’s Julian Lopez explains what enterprise RIAs want most: help with integration, organic growth and developing talent.
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.
One request. Three overlapping issues. Here's what advisors often miss.
AVAILABLE NOW
Learn why value, liquidity and succession must be planned together to preserve value and control.
AVAILABLE NOW
