Independence still popular as recruiting recovers
Recruiting made a partial recovery last year from its pandemic-induced plunge in 2020, and data show advisers are continuing to embrace independence, with 65% of those who changed firms last year also changing channels.
Best Places to Work firms go a step further
The Best Places are more proactive in developing employee talent, rewarding individual contributions and spreading the firm's success.
The Great Wealth Transfer keeps getting greater
New estimates show the coming wealth transfer out of baby boomer accounts has grown to an eye-watering $84 trillion. Devin and Steve break down the new data from Cerulli & Associates, and what it means for advisers.
It must be time for active management to shine. Or not
When markets are roiled, active managers are said to emerge from the darkness. But if you look at the numbers, that story fades into myth.
Student debt is the fastest growing type of non-mortgage debt
It may be up to the financial planning profession to keep the student debt crisis from turning into the next generation's retirement crisis.
Mutual fund providers respond to popularity of ETFs
The explosive growth of ETFs has providers of mutual funds making their own plays to attract investors, such as converting mutual funds to ETFs or launching ETFs with strategies similar to their existing mutual funds.
ETFs saw record inflows in 2021
Exchange-traded funds had a good year in 2021, racking up a record $910 billion of inflows. At the same time, fund companies rolled out at least 439 new ETFs, including many niche and actively managed funds.
What advisers can do about rising inflation
Concerns over looming inflation are riling markets and becoming top of mind for advisers and their clients. InvestmentNews senior research analysts Devin McGinley breaks down how advisers can help shelter client portfolios from rising consumer prices.
Record level of RIA M&A this year may be hard to beat
Mergers and acquisitions involving registered investment advisers jumped to record levels this year, but 2022 isn’t likely to see the same type of growth trajectory as concerns about tax changes and Covid subside.
More advisers using ESG with clients
The recent survey shows that a growing portion of advisers say they’re using ESG investments with at least some clients. The data also show most clients investing in ESG are still interested in return as well.
