The industry has largely moved on from investment-centric presentations to more human-centric, interactive experiences, but it seems advisors aren’t yet fully seizing this opportunity.
The product arrives as a provision of the SECURE 2.0 Act goes into effect that makes workers' qualified student loan repayments eligible for 401(k) matching contributions from their employers.
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Four advisors and three staffers will join Allworth as a result of the acquisitions.
Lawrence Calcano, CEO of iCapital, sits down with InvestmentNews anchor Gregg Greenberg to explain why demand for alternative investments, especially private credit, continues to increase even as publicly traded stocks surge.
Leo Kelly, CEO of Verdence Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to offer his views on the current state of the RIA industry, as well as his outlook for M&A in the face of higher rates.
Rich Winkowski, head of the international equity team at Federated Hermes, sits down with InvestmentNews anchor Gregg Greenberg to discuss his outlook for foreign stocks, focusing on the defense sector and the strength in Japanese equities.
Steve Sosnick, chief strategist at Interactive Brokers, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook on earnings, the bull market and whether geopolitical worries will impact stocks.
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Bay City, Michigan-based Maier & Associates includes members of three generations of the Maier family.
