The massive run-up in AI technology stocks has wealth managers wondering what they should be doing to protect client portfolios from a replay of the dotcom bubble.
By Gregg GreenbergThe milestone caps a relentless run driven by low costs and a historic shift toward passive index-based strategies among American investors.
The deal creates one of the largest independent RIA footprints in the Philadelphia metro region, with more than $30 billion in combined client assets.
“For many advisors and investors, autism is not an abstract concept,” Sylvia Jablonski, CIO of Defiance ETFs, says of the new impact-focused offering.
Elsewhere, Osaic and Ameriprise each recruited family-owned practices previously affiliated with LPL and Thrivent.
AlTi Tiedemann’s Kimberly Evans tells InvestmentNews that anxiety has led to a shift in thinking.
Delaware-domiciled fund may face liquidity cap, highlighting a need for clients to be certain of potential restrictions when investing in private markets funds.
Capgemini report warns firms have lost substantial AUM to rivals as clients seek better products and personalization, suggesting change is required to stem attrition.
Nearly three quarters of US households hold tax-advantaged retirement accounts as IRA assets reach $18 trillion.
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.
David Waddell, CEO & Chief Investment Strategist at Waddell & Associates, sits down with InvestmentNews anchor Gregg Greenberg to highlight the potential trouble for technology stocks as stock prices and IPO values inflate.
L. Joshua Wein, portfolio manager at Hennessy Funds, sits down with InvestmentNews anchor Gregg Greenberg to highlight the top names in the Hennessy Cornerstone Mid-Cap 30 fund.
Gabe McNerney, managing director at Harbor Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain why commodities from gold to agriculture to oil will thrive in the current the macro environment.
Andrew Clinton, CEO of Clinton Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of municipal bonds in the current market and economic environment.
Jeff Young, head of investment strategy at PGIM Quantitative Solutions, sits down with InvestmentNews anchor Gregg Greenberg to discuss why PGIM’s regime-determination framework and systematic analysis points to more market gains.
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.
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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