Alternatives

Morgan Stanley’s E*Trade starts spot trading of crypto for clients

Morgan Stanley’s E*Trade starts spot trading of crypto for clients

Demand for digital assets from retail investors is likely to keep increasing.

Practice Management

AI-powered cyberattacks are forcing RIAs to rethink client security

Voice cloning, deepfakes, and AI-scaled social engineering are targeting advisory firms of all sizes — and three advisors say the only answer is slower, more deliberate client verification

Alternatives

Wall Street doubles down on crypto as risky perpetual futures lure retail traders

Institutional momentum intensifies but the public are distrusting of cryptocurrency and potential negatives for society.

ETFs

Where is the fastest growth ahead for ETFs in RIA client portfolios?

BlackRock's Elise Terry on how firms are using ETFs to chase alpha, income and access once reserved for institutions.

Regulation, Legal & Compliance

FINRA reelects Curtis as chair, adds small-firm voice in Gettenberg

Board of Governors picks reflect push for balanced large- and small-firm input

Read More

Trending Topics

US grocery pullback deepens even as consumer confidence shows its clearest turn in months
Practice Management

US grocery pullback deepens even as consumer confidence shows its clearest turn in months

Report data reveals steepest unit drop yet, but updated sentiment readings point to a brightening mood.

Private credit vs. public bonds: What are insurers seeing that’s prompting a portfolio pivot?
Alternatives

Private credit vs. public bonds: What are insurers seeing that’s prompting a portfolio pivot?

Marsh survey points to a credit cycle insurers see as mature, risky and worth navigating anyway.

F2 Strategy buys Toronto's Intelligo Partners to deepen Canadian footprint
Fintech

F2 Strategy buys Toronto's Intelligo Partners to deepen Canadian footprint

Deal adds investment platform implementation expertise as F2 builds out North American reach.

 Younger Americans fear AI's retirement impact, Thrivent finds
Retirement Planning

Younger Americans fear AI's retirement impact, Thrivent finds

AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds

FINRA spanks Centaurus with $1.1 million penalty over variable annuity switches
Regulation, Legal & Compliance

FINRA spanks Centaurus with $1.1 million penalty over variable annuity switches

It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.


PREMIUM Critical metals and the ETFs built around them

Targeted ETFs are giving advisors new tools for supply chains, research, and protection

PREMIUM Private markets are no longer deemed only side allocations

Capital Group outlines a framework for financial professionals integrating private investments

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

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

The AI pendulum, creating confidence, and the beautiful game – with Osaic’s Shannon Reid
Podcasts

The AI pendulum, creating confidence, and the beautiful game – with Osaic’s Shannon Reid

Osaic President and Head of Advisor Growth and Engagement Shannon Reid discusses the AI revolution, creating client confidence, her recent move from Raymond James, and her love of soccer with InvestmentNews’ Managing Editor James Rogers.

Beyond the 60/40: How Advisors Are Approaching Diversification Today
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Videos

Beyond the 60/40: How Advisors Are Approaching Diversification Today

Hear how leading advisors are helping clients navigate market noise, evaluate alternative investments, and stay focused on long-term goals through disciplined diversification and proactive education.

Here’s what intraday volatility control means for annuity investors
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Videos

Here’s what intraday volatility control means for annuity investors

Daniel Getler, vice president & head of index and fund solutions at Delaware Life, sits down with InvestmentNews anchor Gregg Greenberg to highlight what intraday volatility control means for annuity investors.

Will physical AI stocks be the next big thing?
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Videos

Will physical AI stocks be the next big thing?

Zeno Mercer, senior research analyst at VettaFi, sits down with InvestmentNews anchor Gregg Greenberg to discuss why physical AI will be the next big opportunity for investors.

Cetera CEO sees no slowdown in RIA dealmaking in second half
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Videos

Cetera CEO sees no slowdown in RIA dealmaking in second half

Mike Durbin, CEO of Cetera Financial Group, sits down with InvestmentNews anchor Gregg Greenberg to break down the M&A environment for wealth managers in the second half, as well as introduce Cetera Planning Partners.

Golden Eagle portfolio manager highlights hypergrowth opportunities
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Videos

Golden Eagle portfolio manager highlights hypergrowth opportunities

Marc Zuccaro, managing principal and portfolio manager at Golden Eagle, sits down with InvestmentNews anchor Gregg Greenberg to highlight investment opportunities in hypergrowth companies.

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