EY America’s Ugur Hamaloglu says the investment required means the technology has to drive client acquisition, engagement, and personalization.
Elizabeth "Libet" Anderson is using her two-year term to spread the word about advisor education, while helping establish a "tribe" for independent and underrepresented members of the industry.
Regulator pushes new compliance mandate that was due to take effect from now
Tom Bratkovich, chief investment officer at DCA Family Office looks back over the year
Faced with rising prices and day‑to‑day financial strain, Americans are targeting savings, debt payments, and stricter budgets as they draw up their financial resolutions.
Specialist law firm founder Corey Kupfer shares his insights with InvestmentNews
InvestmentNews finds out more from FT’s head of industry advisory services
Asset managers from BlackRock to Schwab are lining up for exemptive relief, but data suggest initial challenges keeping RIAs and broker‑dealers on the sidelines.
EQT partner, private wealth leader on the reality of today’s private markets
Wells Fargo Investment Institute president explains the forces he believes will drive growth, volatility, and returns in the year ahead
Big Ivy League universities are moving to help bridge the gap left by new limits on how much federal debt students can take on.
Backed by Venrock and a roster of strategic wealth executives, the AI prospecting startup is doubling down on its efforts to support advisors' data-driven outreach.
2025 was an eventful year in the wealth management industry. InvestmentNews checked in with advisors to highlight their most memorable moments.
Firm’s head of RIA client strategy talks to InvestmentNews about current trends, 2026 expectations for the industry.
Seismic’s Kerry Ryan tells InvestmentNews how wealth and asset managers are using AI to personalize advice and redefine the advisor role
New guidance highlights a risk‑based approach, pressing firms to formalize review processes, clarify business‑record obligations, and align AI deployment with fiduciary duties.
After an executive shuffle last month, the "Schwoomerang" leader from LPL is stepping up as the RIA custody giant looks to address growing complexity in the RIA space.
Wealth managers are already seeing changes in investor behavior due to the growth of prediction markets and sports betting. And they expect more evolution in 2026.
Survey shows owners preparing exits and partnerships, with continuity and growth driving deal decisions but tax implications among the key challenges.
Report warns autonomous agentic AI could reshape banking operations, governance, and investor expectations.
