Advisors say helping adult children buy homes can transfer wealth early — if families address estate and tax complexity.
By Gregg GreenbergNew integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.
The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.
The tribally owned investment arm of the Eastern Band of Cherokee Indians clams it has not recovered any money from a $2.5 million loan to Smith's real estate firm.
The Lynnfield RIA enters the Midwest a second time, adding a specialist Milwaukee equity team to its investing platform.
US-listed ETFs rebounded in August, shattering the month's historical average and keeping year-to-date inflows above $1.4 trillion, State Street data shows.
Firms announce new recruits in Minnesota, Texas and Florida as advisors cite autonomy, brand flexibility and client-service culture as key factors in their moves.
The wirehouse opens a new Orange County hub and adds a four-advisor team from Bernstein to its Century City operation.
Two of the country's most active acquirers close new transactions, underscoring the relentless pace of RIA consolidation in 2026.
Gelfand, Rennert & Feldman brings on entertainment-focused Danyliw & Mann and BDM Royalty Management in its first cross-border deal
Why MassMutual’s Kelli Stanko believes technology makes human connection more valuable
Redefining what advisors should expect from their partner firm Osaic’s Shannon Reid on putting scale to work for advisors.
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
Christina Kopec Rooney, head of U.S. wealth at Wellington Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight innovation in the wealth management space, as well as the benefits of the strategic alliance between Wellington, Vanguard and Blackstone.
Paul Aversano, global practice leader at Alvarez & Marsal's Global Transaction Advisory Group, sits down with InvestmentNews anchor Gregg Greenberg to offer his M&A outlook heading into the final months of 2026.
Sara Doelger, principal at Argosy Real Estate Partners, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best alternative property sectors in commercial real estate including Opportunity Zone and build-to-rent investing.
Anthony Ghee, head of equity investments at Bank of America, sits down with InvestmentNews anchor Gregg Greenberg to highlight the current state of the market and its relation to the overall economy, as well as the best places to invest heading into 2027.
Brock Campbell, head of global research and portfolio manager at BNY Investments Newton, sits down with InvestmentNews anchor Gregg Greenberg to explain the increased demand for infrastructure, as well as income-focused, investments.
Scott Helfstein, head of investment strategy at Global X, sits down with InvestmentNews anchor Gregg Greenberg to highlight the next stage of AI investing, as well as economic cross currents heading into 2027.
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.
Learn why value, liquidity and succession must be planned together to preserve value and control.
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High-net-worth clients want more than performance—they want a trusted advisor who delivers personalized, proactive service. Join Orion for a webinar on proven strategies to attract, serve, and retain HNW clients. Whether you're new to the space or refining your approach, you'll gain insights to deepen relationships and grow with confidence. Watch now to elevate your practice.
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