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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

Fee-based model adoption is accelerating among advisors, says Cerulli
Fee-based model adoption is accelerating among advisors, says Cerulli

Report finds fee-based assets have grown 169 percent in 10 years, while managed accounts took increasing share across wirehouses, broker-dealers and insurance firms.

$21.5B Sequoia Financial eyes Western expansion following Eide Bailly deal
$21.5B Sequoia Financial eyes Western expansion following Eide Bailly deal

The top-ranked RIA is setting its sights on new markets with plans for key acquisitions in Los Angeles, Phoenix, and Salt Lake City.

Carson Group founder launches a life transformation business: Omya
Carson Group founder launches a life transformation business: Omya

Omani Carson's new company, Omya, promises to help people live with a mindset of love and abundance.

How advisors can take part in Giving Tuesday
How advisors can take part in Giving Tuesday

Experts say the best way to participate is through education, appreciated stocks, and IRAs.

Dave Ramsey’s texts pitching financial education at center of 'do-not-call' lawsuit.
Dave Ramsey’s texts pitching financial education at center of 'do-not-call' lawsuit.

Ramsey Solutions’ unsolicited text messages allegedly caused the plaintiff “actual harm."