Practice Management

Displaying 9378 results
'Independence Series': Leave the wirehouse mindset behind when going solo
PRACTICE MANAGEMENT (GORIA) JUL 03, 2025
'Independence Series': Leave the wirehouse mindset behind when going solo

Financial advisor Scott Hampton shares the lessons he and partner Jason Cohen learned after leaving a wirehouse behind and going solo in the final installment of InvestmentNews' new 'Independence Stories' series.

By Gregg Greenberg
Citi's Sieg sees rich clients pivoting from US to UK
PRACTICE MANAGEMENT JUL 03, 2025
Citi's Sieg sees rich clients pivoting from US to UK

The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.

By Bloomberg
'Independence Series':  Trust your instincts, make your clients your partners
PRACTICE MANAGEMENT (GORIA) JUL 02, 2025
'Independence Series':  Trust your instincts, make your clients your partners

Financial advisor Peter Bjelopetrovich shares the lessons he learned after leaving his old firm behind and starting anew in the latest installment of InvestmentNews' new 'Independence Stories' series.

By Gregg Greenberg
Finance back in favor with career-seeking grads, but AI shakes up expectations
PRACTICE MANAGEMENT JUL 02, 2025
Finance back in favor with career-seeking grads, but AI shakes up expectations

CFA Institute research reveals hopes, fears, and plans for professional development, as well as where today's young adults are turning for job and money advice.

By Leo Almazora
This viral motivational speaker can also be your Prudential financial advisor
INDEPENDENT BROKER DEALERS JUL 01, 2025
This viral motivational speaker can also be your Prudential financial advisor

Prudential's Jordan Toma is no "Finfluencer," but he is a registered financial advisor with four million social media followers and a message of overcoming personal struggles that's reached kids in 150 school across the US.

By Andrew Cohen
Fintech bytes: GReminders and Advisor CRM announce AI-related updates
FINTECH JUL 01, 2025
Fintech bytes: GReminders and Advisor CRM announce AI-related updates

GReminders is deepening its integration partnership with a national wealth firm, while Advisor CRM touts a free new meeting tool for RIAs.

By Leo Almazora
'Independence Series': Staff up before taking off
PRACTICE MANAGEMENT (GORIA) JUL 01, 2025
'Independence Series': Staff up before taking off

Financial advisor Craig Robson shares the lessons he learned after leaving Merrill Lynch to set up his own practice in the fourth installment of InvestmentNews' new 'Independence Stories' series.

By Gregg Greenberg
What does a typical financial advisory firm look like today?
INDEPENDENT BROKER DEALERS JUL 01, 2025
What does a typical financial advisory firm look like today?

With an aging advisor population, report looks at demographics, structures.

By Steve Randall
'Independence Stories': Sooner is better if you plan to go solo
PRACTICE MANAGEMENT (GORIA) JUN 30, 2025
'Independence Stories': Sooner is better if you plan to go solo

Financial advisor Dany Martin shares the lessons he learned after leaving one of the country's biggest banks to set up his own firm in the third installment of InvestmentNews' new 'Independence Stories' series.

By Gregg Greenberg
Referrals still drive advisor growth, but not with next-gen clients
PRACTICE MANAGEMENT JUN 30, 2025
Referrals still drive advisor growth, but not with next-gen clients

New survey research shows continued importance of earning trust, with changing markets and calming client nerves emerging as top practice challenges.

By Leo Almazora
'Independence Stories': Show conviction and clients will make the transition
PRACTICE MANAGEMENT (GORIA) JUN 27, 2025
'Independence Stories': Show conviction and clients will make the transition

Financial advisor Derek Wittjohann shares the lessons he learned after leaving a major wirehouse to set up his own practice in the second installment of InvestmentNews' new 'Independence Stories' series.

By Gregg Greenberg
Amid volatility, Americans stay optimistic – and advisors are helping steer the course
PRACTICE MANAGEMENT JUN 27, 2025
Amid volatility, Americans stay optimistic – and advisors are helping steer the course

A pair of polls from Edward Jones and the American College of Financial Services reaffirm advisors' role in supporting clients' goals.

By Leo Almazora
Roger Federer breaks into athlete billionaires club
PRACTICE MANAGEMENT JUN 27, 2025
Roger Federer breaks into athlete billionaires club

The Swiss tennis superstar has officially joined the likes of Michael Jordan and Tiger Woods with his long-term deals and investment in a sneaker brand.

By Bloomberg
'Independence Stories': Don't let fear of the unknown hold you back
PRACTICE MANAGEMENT (GORIA) JUN 26, 2025
'Independence Stories': Don't let fear of the unknown hold you back

Financial advisor Stephen Davis shares the lessons he learned after leaving a national broker/dealer to set up his own shop in the first of a new InvestmentNews series in advance of Independence Day.

By Gregg Greenberg
New study outlines key hurdles facing advisory team leaders
PRACTICE MANAGEMENT JUN 26, 2025
New study outlines key hurdles facing advisory team leaders

Nine-tenths of team leads face at least one challenge including talent acquisition, developing technical skills, and coping with stress, according to the Investments and Wealth Institute.

By Leo Almazora
Winners shine at 2025 InvestmentNews Awards in New York City
PRACTICE MANAGEMENT JUN 25, 2025
Winners shine at 2025 InvestmentNews Awards in New York City

A heat wave couldn't stop the party as top advisors and firms swapped EBITDA for trophies, dance moves, and a red carpet celebration at the Edison Ballroom in Times Square.

By Andrew Cohen
How going RIA can help advisors serve HENRY clients better
PRACTICE MANAGEMENT JUN 25, 2025
How going RIA can help advisors serve HENRY clients better

Former athlete and senior wealth advisor Billy Blase weighs in on the needs of up-and-coming high earners, his approach as a "financial manager," and the part HENRYs play in the larger generational wealth transfer.

By Leo Almazora
Buy on the cannons, sell on the trumpets? Financial advisors talk war and investing
EQUITIES JUN 25, 2025
Buy on the cannons, sell on the trumpets? Financial advisors talk war and investing

Wealth managers weigh in on the impact of investing during international military conflicts.

By Gregg Greenberg
Winners of the 2025 InvestmentNews Awards revealed
PRACTICE MANAGEMENT JUN 25, 2025
Winners of the 2025 InvestmentNews Awards revealed

The industry's best and brightest were honored at a glitzy red-carpet ceremony on Tuesday night in New York City.

By Andy Burt
Amplified Planning's Externship sees biggest class ever, with aspiring planners seek clearer entry paths
PRACTICE MANAGEMENT JUN 25, 2025
Amplified Planning's Externship sees biggest class ever, with aspiring planners seek clearer entry paths

With more than 2,000 participants – including two-fifths who are switching careers – the 2025 crop of would-be financial planners offers a glimpse into broader industry trends.

By Leo Almazora