RIA aggregator acquired $495M Paragon Wealth Strategies and $95M Brighton Financial Planning.
InvestmentNews’ inaugural 5-Star Fund Providers and 5-Star Research Platforms is closing this Friday.
Jens Peers, chief investment officer at Mirova US, sits down with InvestmentNews anchor Gregg Greenberg to name his favorite sustainable stocks heading into 2024, as well as discuss the backlash to ESG investing.
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
