Goldman Sachs' Padi Raphael, Global Co-Head of Third-Party Wealth, said the "door is always open" regarding a potential RIA referral program, as the firm looks to serve the "mega trend" of growing wealth from independent advisors.
By Andrew CohenUS equity futures are up ahead of trade talks with China.
Strategist continues to favor bonds over stocks for 2025.
Talks are reportedly underway with Cantor.
New proposal could mean some would pay a total of more than half of what they earn.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
Gaps revealed in knowledge about employer-sponsored caregiving programs.
Recruited assets, organic growth both powered ahead.
UBS research finds lack of planning and communication as key challenges for high-net-worth widows and next-generation women in navigating inheritances.
The proposed "all markets" fund is structured to enable quarterly redemptions, driven by investments in public equities, fixed income, and private market assets.
The firm has been dogged by compliance issues for years, resulting in multiple fines by various regulatory bodies.
Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.
Christian Magoon, CEO of Amplify ETFs, sits down with InvestmentNews anchor Gregg Greenberg to explain why covered call ETFs are perfect for the current choppy market.
Andrew Bernstein, head of private equity at Capital Dynamics, sits down with InvestmentNews anchor Gregg Greenberg to explain his success in finding mid-market private equity deals in a highly competitive market.
Sean McKee, global head of asset management, audit, at KPMG, sits down with InvestmentNews anchor Gregg Greenberg to discuss how wealth managers have finally developed the expertise to offer alternatives to clients – and not just the wealthiest ones.
Brandon Clark, director of ETF Business at Federated Hermes, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of actively managed ETFs in times of volatile markets.
Phil Fiore, CEO of Procyon Partners, sits down with InvestmentNews anchor Gregg Greenberg to discuss what’s driving the flurry of deals in the RIA space and why he expects it to continue.
Venue: The Edison Ballroom
Join us as we commemorate another year of excellence at the prestigious InvestmentNews Awards, dedicated to honoring outstanding professionals and firms in the wealth management industry.
Venue: Tribeca 360, New York
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.
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