InvestmentNews

InvestmentNews
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Q3 2021 top equity mutual funds
MUTUAL FUNDS NOV 29, 2021
Q3 2021 top equity mutual funds

Q3 2021 top equity ETFs
ETFS NOV 29, 2021
Q3 2021 top equity ETFs

Q3 2021 top fixed-income ETFs
ETFS NOV 29, 2021
Q3 2021 top fixed-income ETFs

The top 50 fixed-income exchange-traded funds ranked by quarterly returns.

Team managing $1.2 billion at BofA joins Baird
INDEPENDENT BROKER DEALERS NOV 29, 2021
Team managing $1.2 billion at BofA joins Baird

The four-adviser HBGW Group is moving to Baird’s office in Greenville, South Carolina.

Knut Rostad puts fiduciary advice up against best-interest standards
THE INVESTMENTNEWS PODCAST NOV 29, 2021
Knut Rostad puts fiduciary advice up against best-interest standards

Jeff takes Knut Rostad of The Institute for the Fiduciary Standard deep into the weeds in a discussion designed to untangle the endless regulatory wrangling over whether brokers or advisers have the better standard of practice.

What 2021 has taught us
RIA NEWS NOV 26, 2021
What 2021 has taught us

The six major industry developments of 2021 truly reflect news-making markers in the areas of regulation, investments, taxes, technology, retirement plans and the economic condition of the advice business.

Rep managing $500 million boomerangs to RBC
PRACTICE MANAGEMENT NOV 23, 2021
Rep managing $500 million boomerangs to RBC

Financial adviser Christopher Andreach returned to the regional bank after just a two-month stint at UBS Group.

Colony Group acquires $691 million RIA
RIA NEWS NOV 22, 2021
Colony Group acquires $691 million RIA

The deal for Derby and Co., which is based in Newton, Massachusetts, is Colony's fifth acquisition this year.

Biden keeps Powell as Fed chief, names Brainard vice chair
REGULATION AND LEGISLATION NOV 22, 2021
Biden keeps Powell as Fed chief, names Brainard vice chair

The second four-year term for Jerome Powell rewards him for his work rescuing the economy from the pandemic and tasks him with protecting that recovery from surging prices.

Securities arbitration and RIAs
THE INVESTMENTNEWS PODCAST NOV 22, 2021
Securities arbitration and RIAs

Bruce talks to Mike Edmiston, the new head of the plaintiff’s bar group, PIABA, about RIAs and investor lawsuits and discusses financial advisers and the Great Resignation with IN’s own Emile Hallez.