Zoomed-out advisers are returning to the office
For some, the upside of in-person meetings and camaraderie outweigh the risks of COVID-19
Don’t count Trump out, but adviser pundits make Biden favorite to win
Valliere, Gardner see a narrow Electoral College victory for the former vice president
Digital demand stokes big returns in emerging markets
The key is targeting exposure with active management and subsectors
Why are advice firms still trying to ride a bull market?
The industry is overly dependent on the markets for revenue growth, according to an InvestmentNews pricing study
Fiduciary insurance costs soar amid new 401(k) litigation
It is arguably a scary time to be a retirement plan sponsor, and many might forgo liability coverage
Pandemic-weary advice industry shows signs of taking flight
Advisers are getting on planes and meeting in person — but no hugs allowed
How secure is Social Security?
Advisers will need to act to help clients navigate what is potentially a looming financial crisis
Retirement planning and biological age testing
Biological-age testing is becoming widely available, and though the technology is still in its early days, it could eventually help change retirement planning
Faith-based investing catches a ride on the ESG wave
Advisers find even nonreligious clients are embracing faith-based strategies
Bond market refresh
ESG isn’t just for equities anymore, as financial advisers respond to growing demand for a greener fixed-income market
Scalia making hay in his time inside
First he convinced the courts to throw out the fiduciary rule; now he’s crafted a new one as agency chief
How a Biden win in November reshapes investment advice rules
Democrats scrapping the Trump administration’s reforms hinges on who’s picked to lead the SEC
Is working from home the new normal?
Six months into the forced work-from-home experiment, traditional office space is becoming less relevant
What will Morgan Stanley’s James Gorman do with ETrade’s custody business?
The brokerage's Advisor Services won’t be an open doorway for Morgan Stanley’s 16,000 advisers to become independent RIAs — at least not yet
Pass it along
Wealth transfer isn’t just for the well-heeled anymore as business owners and families of wide-ranging income levels embrace the latest strategies to keep intergenerational assets in the family — and out of the hands of the IRS
The hunt for mega RIAs
Independent advisers are enjoying the attention of Wall Street, where some big banks are focused on acquiring privately held assets
InvestmentNews’ 2020 class of 40 Under 40
InvestmentNews’ 40 Under 40 project, now in its seventh year, highlights young talent in the financial advice industry. This year’s list includes entrepreneurs with their own advice businesses, leaders in financial planning academia and the youngest FPA president ever
Outlook for the economy remains cloudy
Massive stimulus efforts may not be enough to overcome the challenges posed by high unemployment, damage to small businesses
Panic selling gives way to fear of missing out
Experts debate the effects of the stimulus spending and Fed rescue efforts on the future of the economy
Battle of the business models
RIAs keep gaining, while small broker-dealers are feeling increased pressure from the pandemic as well as the need to comply with Reg BI
