Mary Mock, head of distribution at Touchstone Investments, tells InvestmentNews how asset managers are pivoting.
Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, while ETFs remain broader portfolio building blocks.
Demand for tailored portfolios, tax efficiency and new vehicles is driving asset-manager focus.
New data from Kitces Research points to gains after hiring support and moving upmarket — until workload and costs to autonomy kick in.
Discover five indicators financial advisors can use to assess whether their practice is ready to grow and how LPL Financial can help.
Report shows strong hiring plans, AI investment and looming wealth transfers among founders.
Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal structures reshape recruiting – and expose growing tensions around career paths, ownership, and scale.
BNY, Northern Trust and Blackstone roll out new executives to drive global wealth growth.
Data shows younger women joining the industry while advisory power gaps remain wide.
It’s all about the persona, when it comes to marketing to athletes and entertainers, says new research.
When markets move, so do clients. That's why wealth managers better take extra measures to retain them during these volatile times.
Research from Wells Fargo and RBC shows women’s risk-adjusted returns and wealth creation surging, especially among younger high-net-worth clients
Melissa Dincher tells InvestmentNews why career-changer advisors have an advantage in the industry and the misconceptions she had before switching careers from law.
“Advisors have become less reactionary and tried to be more proactive in terms of how they're building and managing portfolios,” said Chris Maxey, chief market strategist at Wealthspire.
As the number of UNHW families expands, more wealth managers are creating family offices to cater to their needs - and then some.
Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.
“Investors are more conditioned to these events than at any time in history,” said Tash Elwyn, president of Raymond James’s private client group.
“The wealth management industry needs these AI-driven solutions to help advisors better serve their clients,” said Raymond James Chief Executive Paul Shoukry.
Pathstone’s MD of wealth planning tells InvestmentNews why wealth can make family conflict harder to manage.
“Millennials stand at a critical financial crossroads,” said Gerald Grant III, a financial advisor at Equitable Advisors.
