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Social Security Administration weighs in on bill to repeal taxes on benefits
RETIREMENT PLANNING JAN 29, 2024
Social Security Administration weighs in on bill to repeal taxes on benefits

The program's chief actuary says the bill would improve the long-term solvency of Social Security.

By Gregg Greenberg
Make informed decisions with the InvestmentNews Advisor Research Dashboard 
INDUSTRY NEWS JAN 29, 2024
Make informed decisions with the InvestmentNews Advisor Research Dashboard 

For a limited time only, subscribers can now enjoy a remarkable 25% discount on their annual membership.

By InvestmentNews
Critics of DOL fiduciary proposal work to generate Democratic opposition
RETIREMENT PLANNING JAN 29, 2024
Critics of DOL fiduciary proposal work to generate Democratic opposition

‘When you have both sides come together and support something – or in this case oppose something – we can put forth better policies for retirement savers,’ says a financial industry lobbyist

By Mark Schoeff Jr.
Advisor’s message to millennials: There is hope
RIAS JAN 29, 2024
Advisor’s message to millennials: There is hope

Preparing his finances to become a dad, Kevin Mahoney was taken aback by the amount of research needed. He decided to use his financial knowledge to help fellow new parents

By Emily Douglas
LPL nabs $320M duo from Centaurus Financial
BROKER DEALERS JAN 29, 2024
LPL nabs $320M duo from Centaurus Financial

Las Vegas-based Latus Group was founded by a former police officer.

By InvestmentNews
Why PE can’t get enough RIAs 
RIAS JAN 29, 2024
Why PE can’t get enough RIAs 

The relatively young market and its reliable, asset-based fees are very attractive to investors.

By Emile Hallez
Everything you need to know about stretch IRAs 
JAN 29, 2024
Everything you need to know about stretch IRAs 

The stretch IRA era is over. But there are still some exceptions and rules you need to know to deal with your retirement account

By Jonathan Russell
‘I want hungry people who are willing to do the right thing’ 
RIAS JAN 29, 2024
‘I want hungry people who are willing to do the right thing’ 

Handpicked early for the top job, CEO Richard R. Hough ‘grew up’ at Silvercrest – now he’s leading the public RIA’s multifaceted growth story.

By James Burton
What is the future of advice?
INDUSTRY NEWS JAN 29, 2024
What is the future of advice?

The industry has largely moved on from investment-centric presentations to more human-centric, interactive experiences, but it seems advisors aren’t yet fully seizing this opportunity.

By InvestmentNews
Compound Planning hails ‘pivotal’ hire of nine financial advisors
ADVISOR MOVES JAN 29, 2024
Compound Planning hails ‘pivotal’ hire of nine financial advisors

The digital family office firm was formed from a merger in 2023.

By Steve Randall
Top financial advisors in the US revealed
RIAS JAN 29, 2024
Top financial advisors in the US revealed

InvestmentNews celebrates 60 dynamic advisors across the country who excel at serving their clients.

By Josh Welsh
Texas bans Barclays from muni market over ESG dispute
ESG JAN 27, 2024
Texas bans Barclays from muni market over ESG dispute

The state's attorney general said the bank failed to respond to requests for information about its carbon emission commitments.

By Bloomberg
Drop in RIA M&A in 2023 likely to be blip in upward trend
RIAS JAN 26, 2024
Drop in RIA M&A in 2023 likely to be blip in upward trend

'I don’t see this as a harbinger for continuing decline,' an RIA M&A consultant says. 'Instead, I see this as a short-term plateau.'

By Mark Schoeff Jr.
Dimon says rich should pay more to fund low-income tax cuts
BROKER DEALERS JAN 26, 2024
Dimon says rich should pay more to fund low-income tax cuts

'There are so many tax breaks out there that shouldn’t be there,' JPMorgan CEO says.

By Bloomberg
Wells Fargo hikes CEO Scharf’s pay to $29M for 2023
WIREHOUSES JAN 26, 2024
Wells Fargo hikes CEO Scharf’s pay to $29M for 2023

The package, up 18% from the $24.5 million he earned for 2022, includes a $2.5 million base salary and $26.5 million of cash and long-term equity awards.

By Bloomberg
NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms
FINTECH JAN 26, 2024
NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms

Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.

By InvestmentNews
Newborn son inspires $160M advisor to go independent  
BROKER DEALERS JAN 26, 2024
Newborn son inspires $160M advisor to go independent  

Chicagoland advisor makes the move from Corebridge to LPL.

By Steve Randall
Prospera launches family office program to serve UHNW clients
BROKER DEALERS JAN 26, 2024
Prospera launches family office program to serve UHNW clients

New solution responds to advisor demand for family office services.

By Steve Randall
JPMorgan's Dimon promotes potential successors to new roles
BROKER DEALERS JAN 26, 2024
JPMorgan's Dimon promotes potential successors to new roles

Gaining wider experience is key for those who may one day run the firm.

By Bloomberg
Client assets in cash products ended 2023 at twice the normal level: Ameriprise
BROKER DEALERS JAN 25, 2024
Client assets in cash products ended 2023 at twice the normal level: Ameriprise

In its earnings report, the firm cites all-time highs in both advisor productivity and client assets.

By Emile Hallez