In case you missed it ...

If you missed the last issue of InvestmentNews, you can access it here.
APR 01, 2023

Here's a link to the last edition:

http://digitaledition.investmentnews.compublication/?m=62585&l=1

HIGHLIGHTS 

  • Cover Story: Love it or hate it, ESG has been around for decades – and it isn’t going away, page 8
  • IN Depth: Finlit makes the grade in high schools, page 12
  • IRA Alert: Incorrect RMD notices may result in distributions that aren’t exactly ‘required,’ page 16
  • On Technology: Please, don’t make me download your conference app, page 18

Latest News

Florida non-compete bill backed by Citadel bodes ill for advisor mobility
Florida non-compete bill backed by Citadel bodes ill for advisor mobility

As other states curb non-competes, the East Coast growth hub could soon become the most employer-friendly jurisdiction in the US.

Advisory firm moms share high satisfaction but report early parenthood hurdles
Advisory firm moms share high satisfaction but report early parenthood hurdles

Early parenthood linked to lower fulfillment and fewer leadership roles, despite otherwise strong industry-wide support.

Creative Planning CIO warns of short-term private equity flips
Creative Planning CIO warns of short-term private equity flips

“It's the Golden Age, we're all blessed that this is where we are, what we do for a living, and that the sun is shining on the transition towards the RIA space," Creative Planning CIO Jamie Battmer said at a forum hosted by Goldman Sachs.

Munis poised to outshine fixed income in coming summer redemption season
Munis poised to outshine fixed income in coming summer redemption season

Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.

Advisor moves: Veteran UBS ensemble managing $2B splits to Sanctuary
Advisor moves: Veteran UBS ensemble managing $2B splits to Sanctuary

Elsewhere, Raymond James adds two advisors from Edward Jones and LPL, forming an LGBTQ+ focused practice in New Hampshire.

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.