James Rogers

An award winning journalist, James Rogers joined InvestmentNews in January 2026 after spending more than three years as a financial columnist at Dow Jones' MarketWatch. He previously worked at Financial Times Specialist, Fox News, and the Street.com, where he was the Managing Editor. He is a former Strictly Financials Fellow at the Reynolds Center for Business Journalism and previously embedded with the U.S. military in Afghanistan. He is a long-suffering fan of the English soccer team Everton. 

James Rogers
Displaying 123 results
Mega-acquirer Corient opens its wallet again, snaps up $10.7B Bedrock Group
RIA NEWS APR 16, 2026
Mega-acquirer Corient opens its wallet again, snaps up $10.7B Bedrock Group

“This advances Corient’s plans to become one of the world’s leading wealth managers and multi-family offices,” said Kurt MacAlpine, Corient CEO.

Tale of the tenure: These firms have been able to keep their advisors for decades
PRACTICE MANAGEMENT APR 15, 2026
Tale of the tenure: These firms have been able to keep their advisors for decades

There are several firms “that should be commended for having advisors remain at their firm for several years or even decades on average,” says AdvizorPro.

UHNW families rebalancing portfolios amid Iran fallout, spelling opportunity for advisors
EQUITIES APR 14, 2026
UHNW families rebalancing portfolios amid Iran fallout, spelling opportunity for advisors

“They see a world dividing into competing economic systems,” said Nigel Green, CEO of deVere Group.

Schwab’s Advisor ProDirect gaining traction with advisors that have already gone RIA
PRACTICE MANAGEMENT (GORIA) APR 13, 2026
Schwab’s Advisor ProDirect gaining traction with advisors that have already gone RIA

“We’re really excited to be serving not just prospects with this model, but also existing advisors,” said Julian Lopez, head of enterprise solutions at Schwab Advisor Services.

Investors ‘back to the drawing board’ as Iran deal stalls. This is what advisors should know
EQUITIES APR 13, 2026
Investors ‘back to the drawing board’ as Iran deal stalls. This is what advisors should know

“Investors are now back to the drawing board trying to reassess the fair value of stock,” said Clark Bellin of Bellwether Wealth.

Latest CPI data show inflation jumping. This is what it means for advisors
EQUITIES APR 10, 2026
Latest CPI data show inflation jumping. This is what it means for advisors

“The oil shock contributed to an extremely high headline CPI number,” said Chris Zaccarelli, chief investment officer for Northlight Asset Management.

Nicholas Wealth Management touts ETF to capture Bitcoin’s overnight trading window
ETFS APR 09, 2026
Nicholas Wealth Management touts ETF to capture Bitcoin’s overnight trading window

Nicholas Wealth says the ETF can isolate Bitcoin’s overnight alpha while reducing exposure to global market volatility during trading hours.

Jumping from UBS to go RIA was a ‘wonderful trip’: Questar Capital Partners
PRACTICE MANAGEMENT (GORIA) APR 09, 2026
Jumping from UBS to go RIA was a ‘wonderful trip’: Questar Capital Partners

The wealth management firm has grown its assets under management from $800 million when it left UBS to $1.3 billion today.

Wedbush touts AI Power and Infrastructure ETF, tapping into latest energy boom
ETFS APR 08, 2026
Wedbush touts AI Power and Infrastructure ETF, tapping into latest energy boom

Wedbush’s Managing Director and Global Head of Technology Research Dan Ives has lent his name to another ETF.

Trump hits ‘pause’ on Iran war. This is what it means for advisors
EQUITIES APR 08, 2026
Trump hits ‘pause’ on Iran war. This is what it means for advisors

“We see record highs in stocks by early fall,” says Robert Edwards, chief investment officer at Edwards Asset Management.