Videos

Special Reports

Rising Star Gautam Muthusamy: Leading with Purpose at Arcadia Capital

Rising Star Gautam Muthusamy: Leading with Purpose at Arcadia Capital

At Arcadia Capital, Gautam Muthusamy exemplifies the next generation of financial leadership, blending technical expertise with a deep commitment to client relationships. Named a 2025 InvestmentNews Rising Star, Gautam distinguishes himself through his collaborative, technology-driven approach and his passion for service—both to clients and the wider community. His ability to balance strategic leadership with hands-on client care is what truly sets him apart among this year's honorees. Don't miss the full interview for insights into Gautam’s unique philosophy and the practices that make Arcadia Capital a leader in the field.

Rising Star Michael Lee: Redefining Wealth Advice at Farther

Rising Star Michael Lee: Redefining Wealth Advice at Farther

Discover how Farther, led by Principal Wealth Advisor Michael Lee, is redefining retirement planning with a client-first approach. As a 2025 InvestmentNews Rising Star, Michael stands out for his dedication to making complex financial decisions accessible, drawing from personal experience to guide clients through pivotal life moments. Watch the full interview to learn how Michael’s story and leadership are shaping the future of wealth management.

Meet Sycamore: The 2025 InvestmentNews 5-Star Tech Award Winner

Meet Sycamore: The 2025 InvestmentNews 5-Star Tech Award Winner

Sycamore, built on Salesforce, unifies advisors and back-office teams with real-time data—driving transparency, accuracy, and trust. With a maniacal focus on data quality, we don't take shortcuts. The result? Clean, compliant, and powerful performance—every time.

Longevity Capital: 2025 5-Star Wealth Management Team

Longevity Capital: 2025 5-Star Wealth Management Team

Gregory Raines talks rapid growth, guarding culture

Gregory Raines talks rapid growth, guarding culture

TAG Advisors CEO explains that growing independently does not have to mean growing in isolation.

How award-winner opens the door to institutional-grade private market opportunities

How award-winner opens the door to institutional-grade private market opportunities

Thomas Ruggie, founder and CEO of Destiny Family Office, and InvestmentNews Advisor of the Year 2025 - Alternative Investments, talks about the the pros and cons of collectibles and the due diligence that guides his private market strategy.

Navigating annuities: Strategies for growth, income, and protection

Navigating annuities: Strategies for growth, income, and protection

As Americans increasingly seek financial dependency as they plan for retirement, annuities should be central to a broader plan. 

From the factory floor to the Forbes List: How Tim DiSette's family business roots shaped his financial advisory career

From the factory floor to the Forbes List: How Tim DiSette's family business roots shaped his financial advisory career

Infinitas co-founder and InvestmentNews 2025 Top Advisor honoree reflects on 35 Years of serving business owners and hardworking professionals.

Equity markets are exuberant, and credit spreads are tight, adding up to an economic soft landing

Equity markets are exuberant, and credit spreads are tight, adding up to an economic soft landing

Recently named an InvestmentNews Rising Star of 2024, Brandon Zureick, shares the challenges of analyzing economic trends and the critical themes shaping his team’s strategic outlook

Stop relying on outdated tools: IncomeConductor on the need for targeted technology

Stop relying on outdated tools: IncomeConductor on the need for targeted technology

Why specialized solutions and real-time engagement are the future of retirement planning