InvestmentNews Staff

Articles from the team here at InvestmentNews.com

InvestmentNews Staff
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Date leaked for release of DOL fiduciary rule
RIA NEWS APR 04, 2016
Date leaked for release of DOL fiduciary rule

The Labor Department will unveil a final version of the so-called fiduciary rule next Wednesday, according to a published report.

Legislative efforts to stop DOL fiduciary rule destined to fail, ERISA attorney says
REGULATION AND LEGISLATION FEB 04, 2016
Legislative efforts to stop DOL fiduciary rule destined to fail, ERISA attorney says

Flurry of legislative efforts to kill the controversial rule likely to fail, and the rule is a question of when, not if.

BlackRock CEO Fink gives Yellen high marks
FIXED INCOME DEC 21, 2015
BlackRock CEO Fink gives Yellen high marks

BlackRock CEO Larry Fink gives Federal Reserve chairwoman Janet Yellen rave reviews for her speech following the Fed's move to raise interest rates.

FINTECH MAY 26, 2015
Find your inner robo

Find out which robo platform best matches your personality

FINTECH JAN 29, 2015
What's next in adviser technology?

Broker-dealer and custodian tech executives discuss the industry's biggest issues and plans

FINTECH JAN 25, 2015
What's next for financial advice?

We ask the experts to share what parts of the advice business they think need innovation

PRACTICE MANAGEMENT DEC 21, 2014
How advisers are guiding clients through critical crossroads

Advisers forced to go beyond numbers when faced with clients' concerns

PRACTICE MANAGEMENT JUL 13, 2014
How advisers are guiding clients through critical crossroads

Advisers forced to go beyond numbers when faced with clients' concerns

Done deal: Mutual Fund Store sells stake to Warburg Pincus
RIA NEWS FEB 08, 2012
Done deal: Mutual Fund Store sells stake to Warburg Pincus

The Mutual Fund Store, one of the largest RIA firms in the industry, has inked a deal to sell a controlling stake in its business to private equity firm Warburg Pincus. The announcement comes one month after <i>InvestmentNews</i> first reported that a deal for the RIA was in the works, which founder Adam Bold (pictured) denied at the time.

Fairholme big looking for new home after surprise exit
RIA NEWS FEB 01, 2012
Fairholme big looking for new home after surprise exit

You wouldn't blame Bruce Berkowitz if he thought the world was ganging up on him. This year, he's been embroiled in a boardroom fight at St. Joe's. Clients have withdrawn billions from the firm's mutual funds. Meanwhile, Berkowitz' big bets on big financial companies have failed to pay off so far. And now, Charles Fernandez, co-manager of the firm's flagship fund, has resigned unexpectedly.