Andrew Cohen

Andrew covers RIAs and wealth management for InvestmentNews. He previously was a family office reporter for Crain Currency, and has spent years covering the sports business for outlets such as Sports Business Journal, Front Office Sports, and Awful Announcing. He is based in New York. Email him at [email protected]

 

Andrew Cohen
Displaying 92 results
Commonwealth loses marketing VP and $1.7B in advisor assets to Farther
RIA NEWS AUG 26, 2025
Commonwealth loses marketing VP and $1.7B in advisor assets to Farther

Longtime Commonwealth marketing executive Sarah Howes has been hired to spearhead advisor marketing at Farther, and 16 ex-Commonwealth advisors totaling $1.7 billion AUM are set to follow her to the technology-focused RIA.

From SEO to GEO: How advisors can be discoverable in the age of AI
PRACTICE MANAGEMENT AUG 25, 2025
From SEO to GEO: How advisors can be discoverable in the age of AI

Google still dominates search, but advisors are shifting to “generative engine optimization” to stay visible on AI search platforms such as ChatGPT.

Private equity exits surge 69%, but RIAs flex staying power
ALTERNATIVES AUG 25, 2025
Private equity exits surge 69%, but RIAs flex staying power

Private equity exit values and volume are up sharply, but investments in RIAs are taking a different path: “Many PE firms are now structuring proposals that allow RIAs to roll equity into their next fund,” Hue Partners' Emily Blue told InvestmentNews.

Robinhood’s stock climbs 440% amid push into RIA custody
EQUITIES AUG 21, 2025
Robinhood’s stock climbs 440% amid push into RIA custody

Robinhood’s stock has skyrocketed 440% over the past year ahead of the company's upcoming referral program launch with RIA custodian TradePMR.

Ric Edelman, ex-Orion CEO Eric Clarke join board for TaxStatus
FINTECH AUG 21, 2025
Ric Edelman, ex-Orion CEO Eric Clarke join board for TaxStatus

Two longtime RIA industry figures have joined the board of directors at TaxStatus, a fintech company that garners thousands of IRS data points on clients to share with advisors for improved financial planning oversight and time savings.

Ashton Thomas-linked Amplify debuts QuantumRisk to help RIAs weather market shocks
FINTECH AUG 19, 2025
Ashton Thomas-linked Amplify debuts QuantumRisk to help RIAs weather market shocks

"QuantumRisk, by design, recognizes that these so-called "impossible" events actually happen, and it accounts for them in a way that advisors can see and plan for," Dr. Ron Piccinini told InvestmentNews.

Schwab awards $15,000 scholarships to support next-generations RIAs
RIA NEWS AUG 18, 2025
Schwab awards $15,000 scholarships to support next-generations RIAs

Schwab has expanded its Registered Investment Advisor Talent Advantage Student Scholarship with more winners and more scholarship funding as it projects an industry-wide RIA talent crunch to fill 70,000 jobs.

'Another straw on the camel's back': RIAs weigh impact of Mamdani's NYC tax proposals
RIA NEWS AUG 15, 2025
'Another straw on the camel's back': RIAs weigh impact of Mamdani's NYC tax proposals

From tax-free municipal bonds to the prospect of relocating to Florida, advisors say Zohran Mamdani’s proposed millionaire tax has sparked a wave of client conversations ahead of November's New York City mayoral election.

RedBird's sports playbook fuels RIA growth for $30 billion Arax Investment Partners
RIA NEWS AUG 14, 2025
RedBird's sports playbook fuels RIA growth for $30 billion Arax Investment Partners

"RedBird's pedigree investing in sports and media has been thematically an important part of what we're building," Arax CEO Haig Ariyan told InvestmentNews.

How advisors can turn first meetings into lasting clients
PRACTICE MANAGEMENT (GORIA) AUG 14, 2025
How advisors can turn first meetings into lasting clients

Financial advisors are using behavioral science, emotional connection, and even AI to build trust during early meetings with prospective clients. "When it comes to trust, people love to hear their own words repeated back," RFG Advisory's chief behavioral officer Brendan Frazier told InvestmentNews.