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Edward Jones rep managing $195 million goes indie
NEWS RIAS NOV 01, 2022
Edward Jones rep managing $195 million goes indie

Blaine Franklin joins Raymond James Financial Services as owner of Blaine P. Franklin Financial Services in Rifle, Colorado.

IN's Mark Schoeff Jr. wins Eppy Award
NEWS INDUSTRY NEWS NOV 01, 2022
IN's Mark Schoeff Jr. wins Eppy Award

Schoeff's “D.C. INsider” series was deemed the best news/political blog.

Are I bonds a fad or a worthy investment?
THE INVESTMENTNEWS PODCAST OCT 31, 2022
Are I bonds a fad or a worthy investment?

Jeff and Bruce talk to Shane Sideris of Synchronous Wealth Advisors about the recent craze over Treasury I bonds. They discuss whether the rising popularity of I bonds is due to inflation, and whether or not this investment is worth it in the long term.

Merger to create mega life insurance marketing organization
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 28, 2022
Merger to create mega life insurance marketing organization

Libra Insurance Partners and Insurance Designers of America have agreed to merge.

States where investors have the most interest in cryptocurrency
INVESTING ALTERNATIVES OCT 28, 2022
States where investors have the most interest in cryptocurrency

Crypto site Bitstacker.com analyzed Google data on search terms related to digital assets and scored each state on its residents’ use of the search terms.

Private Advisor Group introduces Orion-powered investment platform
YOUR PRACTICE FINTECH OCT 27, 2022
Private Advisor Group introduces Orion-powered investment platform

WealthSuite offers fund and ETF model portfolios that are intended to save time for the firm's more than 750 advisers.

UBS team managing $1.7 billion joins RBC
NEWS RIAS OCT 27, 2022
UBS team managing $1.7 billion joins RBC

The five-adviser, 16-person group known as The Promus Wealth Management Group has joined RBC Wealth Management in Indianapolis.

International CFP standards group names new CEO
YOUR PRACTICE PRACTICE MANAGEMENT OCT 27, 2022
International CFP standards group names new CEO

Dante De Gori served previously as the chief executive officer of the Financial Planning Association of Australia.

Merrill adds premium outside manager service
YOUR PRACTICE PRACTICE MANAGEMENT OCT 27, 2022
Merrill adds premium outside manager service

The service allows the firm's high-net-worth clients to use a variety of third-party asset management firms.

'IN the Nasdaq' with Michael Gates, head of model portfolio solutions in the Americas at BlackRock
VIDEOS IN THE NASDAQ OCT 27, 2022
'IN the Nasdaq' with Michael Gates, head of model portfolio solutions in the Americas at BlackRock

Michael Gates from BlackRock sits down with InvestmentNews anchor Gregg Greenberg to explain how he structures model portfolios to reduce risk and lower volatility, as well as offering his outlook for the 60/40 portfolio.