“The next wave of alternative investments being offering by wirehouses is centered around private equity and infrastructure,” said a senior executive.
By Bruce KellyMyComplianceOffice's AI-assisted surveillance links employee chats on Slack and Telegram with prediction market trades as Wall Street tightens rules
Advisors fielding client questions on the tax deferral strategy can't afford to skip the fine print, Baird's Tim Steffen warns.
Advisor Brett Hoge says ownership culture at Captrust beat launching his own firm with private equity backing, and he plans for immediate growth
Elsewhere, Raymond James absorbs a family-run practice from Commonwealth into its independent channel, while RBC welcomes a father-son tandem formerly from UBS.
The fund giant's efforts to beef up support roles land as research suggests asset managers are missing the mark on advisor support from distribution teams.
Gabriel Rodriguez, whose professional record also includes time at Vanguard and Bain Capital, will lead AI and platform integration at the Parthenon-backed RIA
Fuel-driven inflation drove the supersized adjustment, but advocates say retirees are still losing ground as trust fund insolvency nears.
“Today’s CPI report came in hot, with annual headline inflation reaching its highest level since May,” said etoro’s Bret Kenwell.
Asset manager draws $205 billion in net inflows as private credit redemption pressure eases at its HPS Corporate Lending Fund
Northern Trust pushes beyond loss harvesting as concentrated stock creates tougher tax problems
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
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
Brandon Colavita, portfolio manager at Horizon Kinetics, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of investing in blockchain related equities through the Horizon Kinetics Blockchain Development ETF.
Ross Mayfield, investment strategist at Baird, sits down with InvestmentNews anchor Gregg Greenberg to explain why the economy has been more resilient than most investors expected, as well as where they can find the best opportunities in the market.
Sean Walters, CEO of the Investments & Wealth Institute, sits down with InvestmentNews anchor Gregg Greenberg to highlight the importance of advanced professional certifications for advisors seeking to distinguish themselves.
David Ellison, portfolio manager for the Hennessy Large Cap Financial Fund, sits down with InvestmentNews anchor Gregg Greenberg to explain why financial stocks are set to outperform as interest rates tick higher.
Mamadou-Abou Sarr, co-founder and president at V-Square Quantitative Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why real assets are a perfect addition to portfolios as inflation creeps higher.
Jeffrey Levine, chief planning officer at Focus Partners Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the benefits of Trump Accounts when saving for a child’s education, as well as tax planning strategies heading into 2027.
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.
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Learn why value, liquidity and succession must be planned together to preserve value and control.
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