2020 Innovator: Brian Hamburger
MarketCounsel, Founder, President & CEO
2020 Innovator: Barry Ritholtz
Ritholtz Wealth Management, Founder, Chair and Chief Investment Officer
2020 Innovator: Alan Moore
XY Planning Network, CEO and Co-founder
2020 Innovator: Aaron Klein
Riskalyze, CEO and Co-founder
2020 Icon: Judson Bergman
Envestnet, Founder
Advisers agree: It’s time to stop ignoring Bitcoin
Bitcoin's rally and an increase in institutional adoption amplify the need for advisers to educate themselves on cryptocurrencies.
Living the ‘lifestyle practice’ dream
Why a 64-year-old RIA doesn't worry about building scale and has no plans to retire, even though he could fetch about $5 million for his firm in today’s white-hot market.
ETF TV Interview: Greg Friedman
Deborah Fuhr sits down with Greg Friedman, head of ETF Management and Strategy at Fidelity, to discuss the listing of the Fidelity Magellan ETF, the criteria investors should consider when deciding between using an ETF or a mutual fund.
‘What else am I going to do?’ How COVID-19 is sending many retirees back to work
The new world of working from the comfort of home has made employment a touch more tolerable, leading many to stay in their current jobs indefinitely, or accept new offers for part-time or temporary work.
Introducing the 2021 Icons & Innovators
The fifth annual InvestmentNews Icons & Innovators shows the depths of the innovative spirit thriving in the financial advice business today. We highlight one Icon, 10 Innovators and 13 Innovation Award firm finalists this year out of hundreds of nominations and suggestions we received.
Raymond James scores a big win at the Super Bowl
With naming rights to the stadium in Tampa Bay, Raymond James and its 8,000 advisers will particularly enjoy the Super Bowl this Sunday.
Whistleblowers’ big bucks come with big risks for financial advisers
The SEC has awarded more than $738 million to 134 whistleblowers since 2012. But becoming a tipster could involve sacrifices.
Beware: Enrolling in Medicare can nix contributing to an HSA
HSAs have no annual use-it-or-lose-it requirements, and balances can be carried forward from year to year and withdrawn tax-free in retirement to pay for medical expenses, such as Medicare and long-term care premiums — but not Medigap premiums.
What the Biden administration really means for fintech
While conventional wisdom suggests a Democratic administration will move to strengthen regulations, there's potential for focus on how fintech can be used to help accomplish the new administration’s goal of expanding access to financial services.
Rick Ferri on fees, Jason Kane on class-action suit against GPB
Rick Ferri discusses his latest call for a change in adviser fees, and attorney Jason Kane talks about his firm’s class-action lawsuit against embattled GPB Capital.
Breaking away from a brokerage during a pandemic is hard … but rewarding
Those RIAs that made the move this year say that the effort has been worth it
How women-led fintechs are combating the gender wealth gap
Female-led fintechs use digital platforms to curate content and tools aimed at deconstructing systemic issues that have kept women from investing
Georgia Senate races could determine fate of Biden agenda
Even 50-50 Democratic control presents challenges for the president-elect
Getting annuities onto 401(k) plan menus
SECURE Act provisions providing plan fiduciaries with some legal protection, requirements for lifetime income disclosures on 401(k) statements and a volatile stock market all bode well for these products
What a divided Congress means for the markets
Sweeping tax hikes are off the table and the outlook dims for green energy, according to speakers at the Schwab Impact conference
