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Media Kit; Testimonials
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“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 |
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| “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 | ||
Two RIAs expand their geographic footprints with deals in New York's Capital Region and coastal Alabama.
A 27-year Merrill veteran, Florida advisors, and a trio of New Jersey advisors just moved to new platforms.
Broker-dealer expands its model portfolio platform with modular building block strategies designed to give advisors greater customization at scale.
The mega-RIA with roughly $160 billion in client assets remains firmly in acquisition mode amid rumors of private equity giants vying to scoop it up.
Record annuity demand for principal protection collides with the most hawkish Fed dissent since 2016.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
