InvestmentNews

InvestmentNews
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2020 Innovator: Cynthia Loh
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Cynthia Loh

Charles Schwab, Vice President, Digital Advice and Innovation

2020 Innovators: Catherine Berman
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovators: Catherine Berman

CNote, CEO and Co-founder

2020 Innovator: Brian Hamburger
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Brian Hamburger

MarketCounsel, Founder, President & CEO

2020 Innovator: Barry Ritholtz
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Barry Ritholtz

Ritholtz Wealth Management, Founder, Chair and Chief Investment Officer

SEC obtains judgment against $4 million Ponzi schemer
REGULATION AND LEGISLATION FEB 22, 2021
SEC obtains judgment against $4 million Ponzi schemer

Former adviser James Booth also pleads guilty in criminal case.

2020 Innovator: Alan Moore
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Alan Moore

XY Planning Network, CEO and Co-founder

2020 Innovator: Aaron Klein
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Aaron Klein

Riskalyze, CEO and Co-founder

THE INVESTMENTNEWS PODCAST FEB 22, 2021
Ariel Alternatives seeks to close the racial wealth gap, plus a dive into HSAs

Les Brun, Co-Founder of Ariel Alternatives, shares his vision for "Project Black," the firm's initiative to invest in middle-market companies to scale the number of minority owned businesses.

2020 Icon: Judson Bergman
PRACTICE MANAGEMENT FEB 22, 2021
2020 Icon: Judson Bergman

Envestnet, Founder

Adviser managing $315 million at Wells Fargo goes indie with LPL
INDEPENDENT BROKER DEALERS FEB 22, 2021
Adviser managing $315 million at Wells Fargo goes indie with LPL

Richard Pakes starts CVG Wealth Management in Santa Barbara, California