Testimonials

JUL 06, 2008
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

FINRA fines Vanguard $950,000 over decade of cost basis errors
FINRA fines Vanguard $950,000 over decade of cost basis errors

Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.

More ETFs, more opportunity, more homework
More ETFs, more opportunity, more homework

The democratization of ETFs cuts both ways

Advisor moves: Raymond James, Baird add significant teams in latest recruiting push
Advisor moves: Raymond James, Baird add significant teams in latest recruiting push

Independent broker-dealers snap up experienced advisors as competition for established practices intensifies.

Wells Fargo names COO Scott Powell as its next chief risk officer
Wells Fargo names COO Scott Powell as its next chief risk officer

Derek Flowers, a nearly 30-year veteran, is set to retire in mid-January, handing the reins to the executive who helped lead the bank's regulatory turnaround.

Ameriprise runs advisor ads on ESPN, Golf Channel, CBS
Ameriprise runs advisor ads on ESPN, Golf Channel, CBS

The campaign spans broadcast TV and streaming, as the brokerage faces slowing client net flows and an $8.1 billion advisor team that left to launch an RIA this month.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains