Testimonials

JUL 06, 2008
By  tdavid
Media Kit; Testimonials
 
“InvestmentNews has done a great job…Informing me on issues that have come up legislatively...in the investment markets, for saving debt reduction, what’s going on in the markets in general, the economy- I’ve truly been informed." -Elizabeth A. Allen, Elizabeth A. Allen, CFP®
"I would just like to say again, thank you for IN! Your emails are tremendously helpful and are consistently read...” -John D. Haynes, President, Haynes Financial, Inc.
“InvestmentNews is an indispensable read for anybody who is in the financial services industry... there’s a lot of information that’s useful in our practice and the news has a certain edge to it..." -Lew Altfest, L.J. Altfest and Company
“It [InvestmentNews] is a great way to get an overview of the industry and to get it quickly and to get it regularly...I like the fact that its scope is broad and that you have informed features and get balanced viewpoints.” -Jack Kapouch, More for Less Solutions LLC
“The emails that we get on a daily basis on stories that are particularly time sensitive I find very, very useful." -Mark Cortazzo, MACRO Consulting Group

Latest News

401(k) savings rate at new record high but balances are down slightly
401(k) savings rate at new record high but balances are down slightly

Quarterly analysis of retirement accounts highlights positive behavior.

JPMorgan mulls new asset lending scheme aimed at crypto ETF investors
JPMorgan mulls new asset lending scheme aimed at crypto ETF investors

Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.

Fintech bytes: Future Capital adds RayJay alum to C-suite, Advyzon welcomes ex-Envestnet leader
Fintech bytes: Future Capital adds RayJay alum to C-suite, Advyzon welcomes ex-Envestnet leader

The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.

UBS 'wrongfully' fired Idaho advisor in 2021: FINRA panel
UBS 'wrongfully' fired Idaho advisor in 2021: FINRA panel

“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.

Cetera Trust hires Fidelity vet Kerri Scharr for chief fiduciary officer role
Cetera Trust hires Fidelity vet Kerri Scharr for chief fiduciary officer role

The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.