According to Flyer Financial Technologies, rising portfolio complexity is exposing the limits of legacy infrastructure and widening the gap between automation and reality
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SpaceX, OpenAI and Anthropic shares will hit the market in the coming months. Wealth managers discuss their strategies for these high profile offerings.
By Gregg GreenbergThe former Fed chair, now a sitting governor, says politicizing the central bank risks eroding its credibility with the American people.
Greg Abel's first major deal signals that Berkshire's acquisition machine is back – and housing is the opening move.
The firm's new retirement plan offering gives financial advisors direct access to workplace plan assets via self-directed brokerage accounts.
Strait of Hormuz disruptions have displaced more than 1 billion barrels of crude, triggering the worst energy crisis in decades.
New data also shows health premiums surging at fastest pace since 2014 as retirement and medical demand reshape protection landscape.
Compound Planning's Tara Shulman on concentration risk, tender offers, and why preparation must start long before an IPO.
New law halts creditors from pursuing debts accumulated through fraud, force, or intimidation against vulnerable people.
Trading professionals command near $60K more than any other role as operations staff fall further behind.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
Capital Group outlines a framework for financial professionals integrating private investments
TCW sees flows signalling a deeper shift as advisors move beyond static ETF allocations
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
Joseph Bert, CEO of Certified Financial Group, shares how nearly five decades of leadership and a deeply rooted team culture have shaped one of Central Florida’s most trusted wealth management firms. Recognized as part of the InvestmentNews 5-Star Wealth Management Teams 2026, the firm stands out for its unwavering fiduciary commitment, multi-generational client relationships, and remarkable consistency through every market cycle. Backed by nearly 500 years of combined experience and a strong focus on education and community engagement, Certified Financial Group continues to deliver advice that keeps clients firmly on the same side of the table.
Top advisors explore why trust, execution, and personalized white-glove service matter far beyond investment performance.
Jared Chase, CFP®, MSF, Financial Advisor at Signature Estate & Investment Advisors (SEIA), is helping shape the future of wealth management through a thoughtful, client-centric approach. As part of a team recognized in the InvestmentNews 5-Star Wealth Management Teams 2026, he stands out for his commitment to long-term planning discipline and delivering integrated strategies that align with clients’ evolving goals. His focus on navigating complexity with clarity highlights the qualities that define today’s top-performing advisory teams.
David Chan, head of investor relations at Homestead Capital, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of investing in US agriculture and farmland.
Monem Salam, portfolio manager at Saturna Capital, sits down with InvestmentNews anchor Gregg Greenberg to discuss the basics of Halal investing, and his outlook for international stocks in the second half of 2026.
Shannon Saccocia, CIO of wealth at Neuberger, sits down with InvestmentNews anchor Gregg Greenberg to offer her bond and stock outlooks for the second half of 2026.
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.
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