Carol Schleif, chief investment officer at BMO Family Office, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors should manage generational wealth, especially with potential tax and regulatory changes in 2024.
Brian Vendig, president of MJP Wealth Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors should allocate their investment portfolios heading into 2024.
Pam Mitchell joins from UBS in Naples and Vijay Baxter from Morgan Stanley in Aventura.
InvestmentNews celebrates 100 leading firms who have established themselves as trusted partners for clients
John Peluso retired in September as head of Wells Fargo’s clearing operations, and earlier presided over FiNet.
Philanthropic discussions with clients over issues close to their hearts can only deepen that relationship.
Direct indexing is increasingly seen as a game-changing investment strategy and a key aspect of an advisor’s portfolio management. However, despite the benefits, certain factors around implementation, maintenance, and investor suitability need to be considered. For the final edition of our 2024 RIA Lab series, we will shine spotlight on this important topic to dive deeper into what exactly direct indexing can achieve for your clients, the main advantages it can offer over traditional index funds, as well as exploring clear and practical use cases
What impacts the value of an RIA firm? This edition of our RIA Lab series will uncover the key factors and considerations that all practice owners should be aware of, from both the seller and buyer perspectives. Our panel of experts will enable you to effectively ‘look under the hood’ to understand how the growth, profit, and risk profiles of your practice can impact its value, how variables such as client demographics and advisor payout models should be handled, and the strategies that you can implement when looking to explore potential acquisition or expansion
Advisory firms need to partner with custodians to safeguard assets and implement trades on behalf of their clients’ portfolios. The choice of who to affiliate with can have major implications for the overall business. While this choice has long been limited to the biggest market players, recent mergers in this space have driven interest in exploring the growing number of alternatives available. This virtual event will investigate these alternatives and what RIAs should be considering - from the technological capabilities to the pricing structures - when making this important business decision
We invite women advisors and their allies to join us for the Women Advisor Summit, an event dedicated to the growth and success of women in the financial advice industry. Since 2015, InvestmentNews has created a unique forum where women advisors and those who support them can connect with each other and the latest ideas in practice management, career growth, and industry trends. You will return to your practice inspired with practical ideas, new tools and valuable connections with your peers and industry influencers. Get ready to enjoy a day of community, connection and even CE credits
