Equities

Nvidia shows the chips are alright despite lack of China summit deal

Nvidia shows the chips are alright despite lack of China summit deal

Semiconductor stocks pulled back after the President's trip to China did not result in a major deal. But Nvidia's impressive quarterly results put that China summit far back in the rear-view mirror.

Equities

SpaceX begins launch sequence with historic IPO filing

Elon Musk's rocket and AI company eyes a Nasdaq debut that could rank as the biggest public offering in history.

Regulation, Legal & Compliance

Chicago’s 'Mr. Finance' posed as advisor in loan scheme, according to Illinois regulators

The Illinois order refers to Brandon Ellington’s investment program as a “Ponzi-like scheme.”

Equities

Fed minutes raise specter of rate hikes. This is what it means for advisors

The Fed minutes are a reminder that inflation remains the main concern, says Gina Bolvin, president of Bolvin Wealth Management Group.

Retirement Planning

Bezos calls for zero income tax on bottom half of earners

But the Amazon executive chair seems to want it both ways, arguing that taxing the ultra-wealthy won't help struggling Americans.

Read More

Trending Topics

Why the Charity Parity Act matters for retired clients in 401(k)s
Retirement Planning

Why the Charity Parity Act matters for retired clients in 401(k)s

Northern Trust planning leader sees the bill extending qualified charitable distributions to employer plans as a potential positive step — but advisors shouldn't overlook bigger holes in the strategy.

Wealth.com raises $65M to become the all-in-one AI software for specialized planning?
AdvisorTech

Wealth.com raises $65M to become the all-in-one AI software for specialized planning?

It’s clear platform has aspirations of taking over a much bigger chunk of financial planning beyond its estate planning roots.

Fintech bytes: Orion and Flourish bring client cash into advisor workflows
Fintech

Fintech bytes: Orion and Flourish bring client cash into advisor workflows

Plus, Asset-Map partners with Contio to elevate the advisor meeting experience, and MyVest claims an innovation in portfolio management with separately managed models.

Advisor moves: LPL lands $1B group from Ameriprise
Independent Broker Dealers

Advisor moves: LPL lands $1B group from Ameriprise

Meanwhile, Cetera has drawn advisors managing around $390 million from LPL and Commonwealth, while Raymond James' financial institutions division announces its own LPL hire in Indiana.

Kevin Warsh could favor a rate hike, not a cut, amid inflation, say Charles Schwab analysts
Equities

Kevin Warsh could favor a rate hike, not a cut, amid inflation, say Charles Schwab analysts

"We assume he’ll try to have a lower rate bias, but inflation above 2% will make that difficult," said Charles Schwab’s Collin Martin.


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

RJ Cunningham on Planning-Led Wealth Management and Fiduciary Guidance
play-icon
Videos

RJ Cunningham on Planning-Led Wealth Management and Fiduciary Guidance

Recognized as one of the InvestmentNews IN 5‑Star Financial Planners 2026, Cunningham stands out for nearly two decades of guiding clients through market cycles, starting in the 2008 financial crisis, while keeping their interests first as a legal fiduciary. Watch the full interview to learn how RJ and Summit Global Private Wealth turn life’s financial uncertainty into a disciplined, personalized plan for the future.

Will the economy remain resilient as consumers grow constrained?
play-icon
Videos

Will the economy remain resilient as consumers grow constrained?

Garrett Melson, portfolio strategist with Natixis Investment Managers Solutions, sits down with InvestmentNews anchor Gregg Greenberg to discuss the precarious state of the consumer as oil and rates rise.

Don’t dismiss foreign stocks due to spike in energy prices
play-icon
Videos

Don’t dismiss foreign stocks due to spike in energy prices

Hunter Doble, portfolio manager at Hotchkis & Wiley Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to make the case for foreign stocks even as energy prices rise and domestic stocks surge.

EY: Recent liquidity and credit concerns won’t sink private market asset growth
play-icon
Videos

EY: Recent liquidity and credit concerns won’t sink private market asset growth

Jun Li, global and Americas wealth & asset management leader at EY, sits down with InvestmentNews anchor Gregg Greenberg to explain why private market investments will continue to grow despite recent liquidity and private credit concerns.

Interest rates are surging. Here’s how to play the bold new bond market.
play-icon
Videos

Interest rates are surging. Here’s how to play the bold new bond market.

George Bory, chief investment strategist for fixed income at Allspring Global Investments, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best bond market opportunities in the face of rising yields. 

First Eagle’s active ETF strategy is taking off. Here’s why.
play-icon
Videos

First Eagle’s active ETF strategy is taking off. Here’s why.

Frank Riccio, head of US wealth solutions at First Eagle Investments, sits down with InvestmentNews anchor Gregg Greenberg to highlight the well-known value manager’s active ETF platform in the wake of its Diamond Hill acquisition.

Upcoming Events

EVENTS

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.

VISIT SITE

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.

AVAILABLE NOW

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!

AVAILABLE NOW

December 5, 2024