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InvestmentNews

Our mission at InvestmentNews is to be the leading source of news, analysis and insights for financial advisors and wealth-management professionals. We are dedicated to providing timely and accurate information that helps our audience make informed decisions, stay ahead of industry trends and grow their businesses.

 

We proudly maintain the highest standards of journalistic and editorial integrity, and we are dedicated to fostering a community of knowledge-sharing and collaboration among our readers and contributors. Our goal is to be a trusted and indispensable resource for the financial-services industry, delivering value and innovation through our news coverage, research, events and multimedia platforms.

 

 

Above all, we are passionate about empowering financial advisors and helping them succeed in serving their clients and achieving their business objectives. InvestmentNews strives every day to be a catalyst for growth and positive change in the wealth management industry, and to inspire the next generation of financial advisors.

 

Latest News

Court rules firm owner can't dodge FINRA, then flags jury-trial doubts
Court rules firm owner can't dodge FINRA, then flags jury-trial doubts

The Sixth Circuit sided with regulators - but its parting words may rattle the whole system

Exclusive: Robinhood cuts Sherwood News staff in app content push
Exclusive: Robinhood cuts Sherwood News staff in app content push

The fintech giant shifts its media strategy despite reporting record trading volumes this month amid its 10% staff reduction.

Franklin Templeton opens Canvas tax tools to rival active managers
Franklin Templeton opens Canvas tax tools to rival active managers

New Preferred Partner Program lets third-party asset managers including Federated Hermes and T. Rowe Price offer tax-managed separately managed account strategies through Franklin's platform.

FINRA boots small New York B-D from industry over churning
FINRA boots small New York B-D from industry over churning

Reid & Rudiger opened in 1999, the height of the dot.com stock boom.

Waverly Advisors acquires $3B Pittsburgh trust company in landmark deal
Waverly Advisors acquires $3B Pittsburgh trust company in landmark deal

Smithfield Trust marks the Birmingham RIA's first dedicated trust company acquisition, pushing total assets well past $35 billion.