Numbers Game

Nov 5, 2021, 3:09 PM EDT

The industry must expand its search for diverse talent

industry

By Devin McGinley

The industry will need to continue to broaden its search for talent and bring in professionals of diverse backgrounds. Read full post

Aug 6, 2021, 6:13 PM EDT

The fee-only model is scaling up fast, creating more mega RIAs

Mergers & Acquisitions M&A

By Devin McGinley

The rise of $1-billion-plus mega RIAs in the space, fed by an influx of private capital and deal-making, is a further sign of the business model’s maturity. Read full post

May 28, 2021, 11:01 AM EDT

Fee-only RIA firms are growing at a healthy clip

hand-writing-word-fees-on-board

By Devin McGinley

The total number of advisory firms with a fee-only model has risen 20% since 2019, according to an analysis of the latest data from the SEC. Read full post

May 2, 2021, 11:49 AM EDT

Don’t miss the chance to measure your firm

women best places

By Devin McGinley

Participate in IN’s Adviser Benchmarking survey to get key insights on staffing, compensation, pricing and performance. Read full post

Apr 12, 2021, 12:06 PM EDT

Cryptocurrency nears adviser tipping point as players pile in

tipping point

By Devin McGinley

Regulatory uncertainty and lack of access to familiar investment vehicles currently keep most advisers on the sidelines, but a study finds 44% expect to be working with cryptocurrencies within five years. Read full post

Mar 5, 2021, 7:40 AM EST

Best Places to Work 2021: Top firms outpace peers on diversity

women best places

By Devin McGinley

Most of the winning workplaces have implemented policies to actively hire and retain a more diverse staff. Read full post

Mar 1, 2021, 8:46 AM EST

Best Places to Work 2021: How top firms stood out in a year of change

By Devin McGinley

This year’s results show how the industry’s top employers are shining even as, in many cases, their workplaces have become a constellation of home offices. Read full post

Jan 19, 2021, 8:57 AM EST

Firms with minority managers more likely to have diverse clients

firms-with-minority-managers-more-likely-to-have-diverse-clients

By Devin McGinley

A survey of advisers found that those at firms with racial and ethnic minorities employed in management roles were more likely to say that their firms were inclusive and that they were comfortable broaching diversity issues with senior leaders. Read full post

Jan 11, 2021, 5:21 PM EST

Advisers predict only partial return to normal in 2021

By Devin McGinley

Advisers have been largely optimistic about stock indexes since markets began their initial rebound from the COVID-19 shock, but the gap between their expectations for equities and the overall economy has narrowed. Read full post

Dec 4, 2020, 8:17 AM EST

3 hires that help RIA firms enter the elite

3-hires-that-help-RIA-firms-enter-the-elite

By Devin McGinley

The 2020 Elite RIA Study sheds light on the staff structures that allow top firms to be more productive Read full post

Nov 27, 2020, 10:00 AM EST

Work-life balance is harder for women in the pandemic

Female-woman-advice-pay

By Devin McGinley

According to a new InvestmentNews Research survey, women were twice as likely to be working longer hours than a year ago Read full post

Nov 6, 2020, 1:42 PM EST

Firms becoming more strategic in outsourcing decisions, study finds

Firms-becoming-more-strategic-in-outsourcing-decisions

By Devin McGinley

Advisers no longer view using outside managers as an 'all-or-nothing' proposition Read full post

Jul 20, 2020, 1:08 PM EDT

ESG, active management poised to gain amid uncertainty

Man-looking-through-glasses

By Devin McGinley

A survey of advisers' expectations for the next 12 months shows the only consensus is that there's a rocky road ahead Read full post

May 26, 2020, 2:38 PM EDT

Benchmark your firm’s performance before Friday, June 12

charts-on-blackboard

By InvestmentNews

All adviser participants receive a complimentary copy of the study and access to the Adviser Research Dashboard Read full post

Apr 27, 2020, 8:17 AM EDT

Best Places to Work: Five HR policies that help top firms stand out

three-female-reps

By Devin McGinley

Salary and benefits are important, but the Best Places to Work gain their edge by fostering work-life balance Read full post

Mar 21, 2020, 5:11 PM EDT

By the numbers: Digital currencies, BDCs

By InvestmentNews

How far did digital currencies fall in March? Why do advisers need to keep an eye on non-traded BDCs in client portfolios? InvestmentNews Chief Content Officer George Moriarty examines each of these. Read full post

Feb 25, 2020, 4:03 PM EST

Advisers are slow to act on alternative investments

jockey rides giant turtle

By Devin McGinley

Impediments to tapping alternative markets include client concerns about fees and liquidity Read full post

Feb 10, 2020, 2:17 PM EST

Experience pays dividends in wealth management deals

Experience-pays-dividends-wealth-management-deals-acquisitions

By Devin McGinley

Research shows repeat deal-makers have had more success in a surging M&A market Read full post

Feb 1, 2020, 4:50 PM EST

By the Numbers: Fund Flows

George Moriarty

By InvestmentNews

The market for passive funds is on a tear, but is that the only market being impacted by the low-cost investing push? Will advisers continue to favor ETFs this year? InvestmentNews' George Moriarty looks at both Read full post

Jan 14, 2020, 1:56 PM EST

Many advisers may misunderstand investors’ ESG motives

green-funds-performance

By Devin McGinley

Socially conscious investors have broader considerations and more conventional expectations than advisers give them credit for Read full post

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