We’re a beacon of trust in our community, finalist says
InvestmentNews Awards 2024, Advisor of the Year (Midwest region): Travis Sholin, Keystone Financial Services.
‘Assets are a tool to bring clients joy’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Lawrence (Larry) Sprung, Mitlin Financial Inc.
Early adopter who understands collectibles
Alternative investments are going to continue to play a key role, even for the mass affluent market, says family office CEO.
Past mistakes made me more effective, says finalist
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Tom West, Signature Estate & Investment Advisors.
Former RBC advisor focuses on ‘expanding access for everyone’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Northeast): Zack Hubbard, Greenspring Advisors.
Making the leap to independence
For Gideon Drucker, going RIA was a lightbulb moment that has given him extra freedom and responsibility.
What an outsider CEO could mean for Vanguard
Former iShares leader Salim Ramji will take over in July with question marks over Vanguard's ETFs, crypto strategy, customer service, and international business.
Staying fresh key to longevity
Every team member needs to continue to listen, read, learn, and test. says Carolyn Taylor, of Weatherly Asset Management.
‘Health is the new wealth’
Edward Jones advisor explains why collaboration drives client success and the need to adapt to the biggest concern among retirees – poor health.
Bracing clients for higher taxes
Todd Moll, of Provenance Wealth Advisors, prepares clients for the future by ensuring his team of professionals are tightly synchronized.
Active ETFs are on a roll
There has been an explosion in the number of products and total assets in active ETFs – and things might just be getting started.
Breaking the $90K college barrier
University costs are eye-watering for parents, but the new stratospheric prices offer advisors an opportunity to provide real value to clients and their families.
If it’s a rollover, it’s fiduciary
The new fiduciary rule will pull a lot of brokers under the Employee Retirement Income Security Act, and harkens back to the levelized compensation from the 2016 rule.
Snowden Lane’s CEO is out to win the war for wirehouse talent
The former Merrill executive has an insider’s view of what advisors want – and don’t want.
Risk analytics software: should your RIA firm have one?
Since the advent of Big Data, more RIA firms are turning to risk analytics software. Should this be part of your RIA tech stack? Read on to find out.
How clients can retire while they work
David Adams of Adams Wealth Partners is implementing a novel approach so clients can start living their best lives.
Changing the narrative for women in wealth
‘Wealth-building is the final frontier of feminism,’ says Hilary Hendershott of Hendershott Wealth Management
Keeping families together
The psychological aspect of wealth transfer is just as important as the financial aspect, if not more so, advisor says.
A broad asset allocation with a commitment to client care
Advisor believes that market has an upward bias and that this is the best situation he’s seen in almost five decades
Constantly evolving to best serve clients
Jordan Mayer subscribes to the adapt-or-die mantra – and believes this relentless commitment to improvement sets J.P. Morgan apart
