Toward the end of last year, UBS said it was redrawing its pay plan for advisors, but “every time one of the big firms like UBS tinkers with the advisors’ compensation, some of them say, that’s it, that’s the last straw,” recruiter Danny Sarch said.
By Bruce KellyAs Commonwealth advisors weigh their futures following the firm’s sale, Summit Wealth Group is charting its own course as an independent RIA with $2.1 billion in assets, moving to SEI's custodian platform.
In today's volatile market, low-risk investments are more essential than ever. Uncover proven strategies U.S. advisors use to preserve capital and deliver steady returns.
Warren Buffett's firm is not only beating the market this year, it's providing a refuge for anguished advisors.
MSIM's latest fund targets individual investors.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
Clients care less about returns than you might think.
From direct lending to asset-based finance to commercial real estate debt.
Wall Street ends mostly higher despite slowing economy
The president says 'we have to save the country.'
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Christian Magoon, CEO of Amplify ETFs, sits down with InvestmentNews anchor Gregg Greenberg to explain why covered call ETFs are perfect for the current choppy market.
Andrew Bernstein, head of private equity at Capital Dynamics, sits down with InvestmentNews anchor Gregg Greenberg to explain his success in finding mid-market private equity deals in a highly competitive market.
Sean McKee, global head of asset management, audit, at KPMG, sits down with InvestmentNews anchor Gregg Greenberg to discuss how wealth managers have finally developed the expertise to offer alternatives to clients – and not just the wealthiest ones.
Brandon Clark, director of ETF Business at Federated Hermes, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of actively managed ETFs in times of volatile markets.
Phil Fiore, CEO of Procyon Partners, sits down with InvestmentNews anchor Gregg Greenberg to discuss what’s driving the flurry of deals in the RIA space and why he expects it to continue.
Don't miss this expert breakdown of donor giving trends and what's coming in 2025!
Venue: The Edison Ballroom
Join us as we commemorate another year of excellence at the prestigious InvestmentNews Awards, dedicated to honoring outstanding professionals and firms in the wealth management industry.
Venue: Tribeca 360, New York
Join us in honoring exceptional female advisors, wealth managers, and financial leaders for their bold achievements, innovative leadership, and transformative impact. Witness these outstanding professionals being recognized on a national stage with the glitz and glamour they deserve.
Cold calling is inefficient, and financial advisors need a smarter way to connect with prospects ready to engage. Join our webinar to hear about Aidentified, an AI-powered prospecting tool that helps you quickly find warm leads and close deals faster. Learn how to build targeted prospect lists using over 150 attributes, including career history, wealth segment, and income, and leverage AI relationship mapping to identify your warmest connections in your network. Enhance your prospecting strategy and grow your client base more effectively — watch now!
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This webinar delves into the experiences of financial advisors who embraced Schwab’s franchise model early on, transforming it into a successful business opportunity. You’ll hear firsthand from franchise owners about the challenges and rewards of building their own Schwab franchise branches, offering valuable insights if you're looking to expand your practice. Watch now to learn how this proven model can drive your career forward.
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