Transformation

Most advisors say AI portfolio construction is worth $500 a month

Most advisors say AI portfolio construction is worth $500 a month

A survey from TacticalMind AI found 69% of advisors say a high-quality AI platform that makes investment recommendations and constructs portfolios is worth $500 monthly, while research-only tools are valued closer to $250.

Independent Broker Dealers

Advisor moves: LPL, Raymond James, Brighton Jones raid the talent pool

Firms continue their quest to attract and retain the best advisor teams.

Alternatives

Feds asking questions of BlackRock private credit fund: Report

The report is the latest in a series of ill winds that continue to buffer managers of private credit funds.

AdvisorTech

Advisor360 embeds financial planning from Conquest Planning

Move is a bet on AI-connected workflows, but are the benefits real enough to change platforms?

Alternatives

CAIS embeds Claude AI into advisor workflows for alternatives intelligence

The alts tech provider's latest integration lets advisors query fund data and surface portfolio insights without leaving their primary workspace.

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Trending Topics

FINRA puts structured product supervision under the microscope
Regulation, Legal & Compliance

FINRA puts structured product supervision under the microscope

The regulator is scrutinizing how some firms oversee concentrated positions in complex "worst-of" notes – and wants answers.

How AI is revolutionizing Prudential Advisors’ referrals business
Practice Management

How AI is revolutionizing Prudential Advisors’ referrals business

“Everyone's looking for these ways that AI can help,” Mike Klein, Prudential Advisors’ chief marketing officer.

RIA moves: Beacon Pointe tops $4B in New England with latest female-founded partner firm
RIA News

RIA moves: Beacon Pointe tops $4B in New England with latest female-founded partner firm

Meanwhile, Carson Group fully integrates a decades-old practice in Phoenix, Arizona, and Triad Wealth touts its 5x growth to hit a $2 billion milestone.

Gen Z is cutting spending but retirement savings are still constrained by living costs: BofA
Retirement Planning

Gen Z is cutting spending but retirement savings are still constrained by living costs: BofA

Matt Gellene shares the bank’s latest research on how young adults are managing their finances.

For most advisors, AI goes from threat to competitive necessity
Practice Management

For most advisors, AI goes from threat to competitive necessity

Survey data reveal a widening divide between early AI adopters and those still on the sidelines – with career stage and AUM emerging as key fault lines.


PREMIUM Private markets are no longer deemed only side allocations

Capital Group outlines a framework for financial professionals integrating private investments

PREMIUM Active ETFs shift from scale to substance

TCW sees flows signalling a deeper shift as advisors move beyond static ETF allocations

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline

Volatility and opportunity: inside today’s market reset
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Videos

Volatility and opportunity: inside today’s market reset

Advisors discuss critical materials, buffered ETFs and building resilient portfolios.

Alts fans take notice: Why is Nick Schorsch buying up restaurants in Rhode Island?
Podcasts

Alts fans take notice: Why is Nick Schorsch buying up restaurants in Rhode Island?

Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.

Invent CEO details how RIAs can dominate their data management
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Videos

Invent CEO details how RIAs can dominate their data management

Oleg Tishkevich, founder & CEO of Invent, sits down with InvestmentNews anchor Gregg Greenberg to highlight how RIAs can learn to dominate their data management as AI evolves.

Personalization, private market assets dominate retirement themes in 2026
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Videos

Personalization, private market assets dominate retirement themes in 2026

Steve McKay, head of U.S. retirement & insurance and college savings at Franklin Templeton, sits down with InvestmentNews anchor Gregg Greenberg to highlight retirement trends including personalization, improved plan designs and private market assets in portfolios.

Pitcairn investment strategist offers 2026 market outlook, talks private market assets
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Videos

Pitcairn investment strategist offers 2026 market outlook, talks private market assets

Carlin Calcaterra, managing director of investment strategy at Pitcairn, sits down with InvestmentNews anchor Gregg Greenberg to highlight how family offices are utilizing private market assets, as well as offer her market outlook for the rest of 2026.

GraniteShares CEO gets deep into Autocallable ETFs
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Videos

GraniteShares CEO gets deep into Autocallable ETFs

Will Rhind, founder and CEO of GraniteShares, sits down with InvestmentNews anchor Gregg Greenberg to discuss the mechanics of Autocallable ETFs and how advisors are using them in portfolios.

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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.

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June 24, 2026

WEBINARS

Mastering the HNW Market: A Strategic Blueprint for Growth and Retention

High-net-worth clients want more than performance—they want a trusted advisor who delivers personalized, proactive service. Join Orion for a webinar on proven strategies to attract, serve, and retain HNW clients. Whether you're new to the space or refining your approach, you'll gain insights to deepen relationships and grow with confidence. Watch now to elevate your practice.

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June 26, 2025

WEBINARS

Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

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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December 5, 2024