So far, legal settlements involving Jim Walesa since 2021 have cost Osaic about $26.3 million.
By Bruce KellyCrown Legacy Wealth joins the fast-growing hybrid RIA as advisor recruitment intensifies across the wirehouse channel.
Q2 data shows advisors piling into AI and semiconductor funds, while ISS finds model portfolios now drive over a third of ETF assets.
New survey data show record contributions and investing gains, even as employer education on retirement use stays limited
Phoenix-based Brookwood Investment Group taps the AI-native wealthtech firm as its advisor count and AUM keep climbing
As female-controlled wealth climbs toward $34 trillion, a small group of financial planners is building practices designed specifically for women
To achieve contentment, advisors should think twice before selling their firms for the biggest dollar amount.
San Diego broker-dealer giant picks up California-based Sierra Ridge and its roughly 40 advisors, who had been affiliated with LPL for just over a year.
Shareholders group cites a 70% drop in board engagement and collapsed union talks as reasons to separate Brian Niccol's dual role.
The Arkansas-based RIA's new in-house unit targets wealth transfer, business succession and tax strategy for high-net-worth families
Why MassMutual’s Kelli Stanko believes technology makes human connection more valuable
Redefining what advisors should expect from their partner firm Osaic’s Shannon Reid on putting scale to work for advisors.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
Edward Massaro, CEO and chief investment officer at Knighthead Insurance Group, sits down with InvestmentNews anchor Gregg Greenberg to recount the company’s successful introduction as a new insurance carrier, as well as discuss its annuity rollout strategy.
Sirion Skulpone, global head of client portfolio management for quantitative equity solutions at Goldman Sachs Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the huge spike in demand for derivative income ETFs, as well as discuss how they will perform in volatile markets.
Kevin Gordon, head of macro research and strategy at the Schwab Center for Financial Research, sits down with InvestmentNews anchor Gregg Greenberg to highlight his outlook for the economy and stocks heading into the end of 2026.
David Sand, chief impact strategist at Community Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors can find profits in affordable housing.
John Kim, CEO of Reckoner Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the spike in interest in CLO ETFs, as well as their place in client portfolios.
Venue: 583 Park Avenue
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Venue: 583 Park Avenue, New York
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