Prudential's Jordan Toma is no "Finfluencer," but he is a registered financial advisor with four million social media followers and a message of overcoming personal struggles that's reached kids in 150 school across the US.
By Andrew CohenGReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting tool for RIAs.
The Texas-based former advisor reportedly bilked clients out of millions of dollars, keeping them in the dark with doctored statements and a fake email domain.
The $3.3 trillion tax and spending cut package narrowly got through the upper house, with JD Vance casting the deciding vote to overrule three GOP holdouts.
Meanwhile, a Minnesota-based advisor from Edward Jones has found a new home within Osaic.
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.
Whether prices will heat up or cool down is the must-watch event for the Federal Reserve and those calling for a July rate cut.
New chief executive expected to lead Choreo’s national expansion as firm doubles down on tax-focused planning for affluent clients.
Meanwhile, Carson Group extends its acquisition strategy with a Maryland-based advisory practice.
Financial advisor Craig Robson shares the lessons he learned after leaving Merrill Lynch to set up his own practice in the fourth installment of InvestmentNews' new 'Independence Stories' series.
With an aging advisor population, report looks at demographics, structures.
Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.
Jim Kais, head of group retirement at Equitable, sits down with InvestmentNews anchor Gregg Greenberg to highlight the growth in PEPs, or pooled employer plans, and why it presents a huge opportunity for financial advisors.
Mo Haghbin, managing director of strategic ETFs at ProShares, sits down with InvestmentNews anchor Gregg Greenberg to discuss ETF strategies for income investors, or those worried about a softer economy in the second half of 2025.
Brian Macauley, portfolio manager at the Hennessy Focus Fund, sits down with InvestmentNews anchor Gregg Greenberg to name his favorite stocks from his concentrated stock fund.
Onur Erzan, head of private wealth and global client group at Bernstein, sits down with InvestmentNews anchor Gregg Greenberg to discuss the growth in Bernstein's advisory business, as well as highlight the pros and cons of adding alternatives to client portfolios.
Brad Roth, CIO and portfolio manager at THOR Financial Technologies, sits down with InvestmentNews anchor Gregg Greenberg to highlight the systematic approach of his ETFs in a volatile market.
Venue: Tribeca 360, New York
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