The legacy of InvestmentNews as the trusted resource to the advice community presents the staff with a unique responsibility that we cherish. Legacy is a dangerous word because it implies a dependence on the past. But the strength of IN’s legacy is that we have always kept our eyes forward, focused on the future of the industry.
Most recently, we announced our 40 Under 40 in the June 29 issue, where we highlighted the latest group of young advisers driving the industry forward. And now we have begun accepting nominations for our sixth annual InvestmentNews Women to Watch recognition program, where we highlight the women who will carry the advice community in the years to come.
The leaders we are looking for willingly share their expertise with others in the industry, especially other women, and give back to their communities. Each year, the class is chosen by an InvestmentNews selection committee out of hundreds of nominations, and we share the stories of the exciting paths they took while building successful careers in the male-dominated financial services industry.
Are there women you know, maybe even at your firm or organization, who fulfill these criteria? If so, please tell us about their efforts. The nomination period ends Sept. 7, and we will announce the winners in November.
The move to charge data aggregators fees totaling hundreds of millions of dollars threatens to upend business models across the industry.
The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.
Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.
With more than $13 billion in assets, American Portfolios Advisors closed last October.
Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
