Maryland RIA reaches $5B by adding $564M Harvest Investment Consultants, with CEO Leo Kelly aiming to become a "national brand in five years."
By Andrew CohenIowa's Greenwood Wealth Partners exits D.M. Kelly as UBS and Ameriprise win Merrill Lynch recruits in California and Florida
Only 48% of sellers are ready when buyer due diligence begins, a BNY Wealth survey of 354 deal advisors finds, as exit planning starts too late
Less than 1% of pool funds went to actual trading, CFTC says
Plus, SEIA builds a governed data foundation for its in-house AI and Snappy Kraken debuts a read-only marketing coworker for advisors.
He owes $364 million but pays $100 a month
Broadridge, Wedbush and Alaris Acquisitions have also filled senior wealth management roles with hires from J.P. Morgan, Osaic and SageView.
Bill would make PE firms liable for portfolio company debts and close carried interest loophole as alternatives push into 401(k)s.
It hopes advisors will see it as a true business development ‘hire’
Advisors say record government debt, central bank buying and inflation risk still support a strategic allocation to gold
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
Matt LaPorta, executive-in-residence at Dynasty Financial Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain how NIL dollars are impacting young athletes, as well as the discuss the evolving roles of financial advisors and parents.
Scott Clemons, chief investment strategist at Brown Brothers Harriman, sits down with InvestmentNews anchor Gregg Greenberg to offer his economic outlook, especially consumer spending, as well as explain how investors should prepare their portfolios heading into 2027.
Jonathan Reilly, president of Voya Financial Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain the soaring interest in annuities despite the surge in publicly traded stocks.
Simeon Hyman, global investment strategist at ProShares, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors can profit from the bond selloff, as well as the broadening trade.
Brent Brodeski, founder & CEO at Savant Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how employee-owned Savant compares to that of PE backed firms when it comes to decision-making, as well as Savant’s long-term AI investment.
Venue: 583 Park Avenue
Join us in honoring exceptional female advisors, wealth managers, and financial leaders for their bold achievements, innovative leadership, and transformative impact. Witness these outstanding professionals being recognized on a national stage with the glitz and glamour they deserve.
Venue: 583 Park Avenue, New York
Women Advisor Summit is one day of practical insights and honest conversations for the financial advisors, wealth management executives, and business leaders building what's next.
One request. Three overlapping issues. Here's what advisors often miss.
REGISTER TODAY
Learn why value, liquidity and succession must be planned together to preserve value and control.
AVAILABLE NOW
