“By the end of the decade, tokenization will be the dominant investment platform in the industry, far eclipsing ETFs,” Lifetime Achievement Award winner Ric Edelman tells InvestmentNews. “ETFs as we know them today really won't exist in five years.”
By Andrew CohenThe move to charge data aggregators fees totaling hundreds of millions of dollars threatens to upend business models across the industry.
The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.
With more than $13 billion in assets, American Portfolios Advisors closed last October.
Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
Slowing distributions in private equity are pushing the stealthily wealthy elite to look deeper into the alternative credit space.
Snowden Lane taps Pontera for held-away retirement account management, while Opto Investments enhances an Indiana-based independent RIA's private markets offering.
The $420 million RIA in Auburn Hills and Ann Arbor gives Credent its second and third Michigan locations while pushing it closer to $4 billion in AUM.
New survey reveals heightened investor concern over market volatility, retirement readiness, and the impact of tariffs on living costs.
Stifel – so far - is on the hook for more than $166 million in damages, legal fees and settlements in investor complaints involving Roberts, a 35-year industry veteran.
Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.
David Musto, CEO of Ascensus, sits down with InvestmentNews anchor Gregg Greenberg to highlight the challenges faced by small businesses seeking to offer retirement plans to employees, as well as ways to overcome them.
Dhruv Nagrath, director of fixed income strategy at BlackRock, sits down with InvestmentNews anchor Gregg Greenberg to discuss the massive inflows into fixed income ETFs so far in 2025, as well as the forces driving them.
Steph Guild, chief investment officer at Robinhood, sits down with InvestmentNews anchor Gregg Greenberg to discuss how Robinhood is bridging the gap between everyday investors and private wealth services.
Brian Griggs, head of portfolio strategy & solutions at Nuveen, sits down with InvestmentNews anchor Gregg Greenberg to highlight the top portfolio construction themes and trends heading into the second half of 2025.
Martine Lellis, principal M&A partner development at Mercer Advisors, sits down with InvestmentNews anchor Gregg Greenberg to highlight the forces driving another record year for M&A in the wealth management business.
Venue: Tribeca 360, New York
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