Managing director Shawnette Gauer outlined to InvestmentNews how the firm’s new program aims to simplify independence and accelerate organic growth for RIAs.
According to new research published by Amplified Planning and Schwab, mid-career entrants — often motivated by personal financial experiences — are flooding toward financial planning. But firms aren’t yet built to receive them.
Squires said 2025 underscored the resilience of financial advisors and the philanthropic core of the industry, including his own role at the nonprofit Invest in Others.
As advisors move beyond deal-by-deal investing, Ares Wealth Management's Brendan McCurdy says 2026 will mark a deeper integration of private equity, credit and real assets into traditional 60/40 portfolios.
The O’Shaughnessy Asset Management president told InvestmentNews that volatility is fueling — not slowing — advisor adoption of personalized, tax-managed portfolios, as after-tax returns and transition support become defining competitive advantages.
Organizations and individuals who build inclusive cultures, adopt relational leadership models, and invest in training for emotional intelligence and collaboration will have a major advantage
Looking to 2026, Envestnet aims to deliver a more unified and scalable technology experience, according to Envestnet's chief relationship officer, Andrew Stavaridis.
Schwab’s chief investment strategist urged advisors to pair optimism with discipline, warning that speculation, data gaps, and overreliance on megacaps could test investors’ resolve in a K-shaped economy.
During an opening roundtable discussion at Schwab IMPACT 2025, Kathy Jones, Liz Ann Sonders, and Michael Townsend discussed the state of the economy and what happens next with the Fed.
After a year of rebuilding its technology and culture, Osaic’s senior team of Matt Schlueter, Erinn Ford, and John DiMonda say communication, trust and collaboration are driving the firm’s next phase of growth.
