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InvestmentNews

Our mission at InvestmentNews is to be the leading source of news, analysis and insights for financial advisors and wealth-management professionals. We are dedicated to providing timely and accurate information that helps our audience make informed decisions, stay ahead of industry trends and grow their businesses.

 

We proudly maintain the highest standards of journalistic and editorial integrity, and we are dedicated to fostering a community of knowledge-sharing and collaboration among our readers and contributors. Our goal is to be a trusted and indispensable resource for the financial-services industry, delivering value and innovation through our news coverage, research, events and multimedia platforms.

 

 

Above all, we are passionate about empowering financial advisors and helping them succeed in serving their clients and achieving their business objectives. InvestmentNews strives every day to be a catalyst for growth and positive change in the wealth management industry, and to inspire the next generation of financial advisors.

 

Latest News

Trump targets Harvard's tax-exempt status. What's the upshot for charitable giving?
Trump targets Harvard's tax-exempt status. What's the upshot for charitable giving?

RIA founders and C-suite leaders weigh in on the impact for philanthropic clients, and why now could mark a moment in time for investors to make an impact.

Finra unveils new initiatives in efficiency, modernization push
Finra unveils new initiatives in efficiency, modernization push

Smaller firms and hybrid advisors may see relief as Finra looks to ease compliance burdens and update its oversight approach.

Younger Americans are planning more – but feeling it less
Younger Americans are planning more – but feeling it less

Estate plans and paper records may be boomer territory, but younger Americans are taking digital and emergency-prep steps – with less peace of mind.

MLB team wages lonely $19M tax-hike battle over player pay
MLB team wages lonely $19M tax-hike battle over player pay

The only publicly traded US team in the league faces an uphill fight, with a little-known tax rule threatening to handicap its ability to lure high-salary superstars.

NewEdge Wealth deepens Atlanta expansion with two new senior hires
NewEdge Wealth deepens Atlanta expansion with two new senior hires

Latest hires reunite former Morgan Stanley and Edge Capital colleagues as part of NewEdge Wealth’s Southeastern expansion strategy