Alternatives

Dynasty Financial Partners takes stake in Tom Brady's NoBull

Dynasty Financial Partners takes stake in Tom Brady's NoBull

The company's investment in the NFL legend's $1 billion athletic brand comes as Dynasty crosses $200 million in private markets funds over the last nine months.

Practice Management

How national debt threatens clients' retirement and home plans

Conference Board warns rising US debt could drive up borrowing costs, erode Social Security benefits, and squeeze small business owners.

Equities

Fed minutes reveal appetite for rate hikes as inflation lingers

With Fed Chair Kevin Warsh opting to drop forward guidance, FOMC meeting minutes are coming under increasing scrutiny.

RIA News

Advisors need a multi-year business plan, not a quick win: AE Wealth's Shannon Larson

“One of the disciplines, I think, that's critical for advisors is multi-year business planning,” said AE Wealth Management President Shannon Larson.

Regulation, Legal & Compliance

Investors win lawsuit against Atlanta B-D over tax shelter investment, potentially a first

InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.

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Trending Topics

Arca emerges from 'stealth mode' with $48 million capital raise
AdvisorTech

Arca emerges from 'stealth mode' with $48 million capital raise

Meanwhile, Farther raises $150 million in the hopes that (AI-driven) proprietary tech can drive higher productivity advisor roll-ups?

WealthReach raises $1 million in seed funding
AdvisorTech

WealthReach raises $1 million in seed funding

Raise aims to make advisor websites findable and drive actual organic growth

Pontera unveils non-discretionary advice tools in continued retirement platform buildout
Retirement Planning

Pontera unveils non-discretionary advice tools in continued retirement platform buildout

Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.

CFP exam hits record July turnout as pay, CE stakes rise
Practice Management

CFP exam hits record July turnout as pay, CE stakes rise

CFP Board hails record 3,621 candidates for July, the most diverse turnout yet, as the credential-granting organization tightens continuing education and competency rules.

HSA balances hit record high, but are clients using them wrong?
Retirement Planning

HSA balances hit record high, but are clients using them wrong?

New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.


PREMIUM Redefining what advisors should expect from their partner firm

Redefining what advisors should expect from their partner firm Osaic’s Shannon Reid on putting scale to work for advisors.

PREMIUM A decade of software gives way to steel

TCW’s Eli Horton sees the largest capital cycle in decades reshaping the market.

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

Knighthead Insurance Group CEO highlights successful product rollout
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Videos

Knighthead Insurance Group CEO highlights successful product rollout

Edward Massaro, CEO and chief investment officer at Knighthead Insurance Group, sits down with InvestmentNews anchor Gregg Greenberg to recount the company’s successful introduction as a new insurance carrier, as well as discuss its annuity rollout strategy.

Here’s what’s behind the boom in derivative income ETFs
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Videos

Here’s what’s behind the boom in derivative income ETFs

Sirion Skulpone, global head of client portfolio management for quantitative equity solutions at Goldman Sachs Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the huge spike in demand for derivative income ETFs, as well as discuss how they will perform in volatile markets.

Schwab Center strategist offers outlook for inflation, jobs and stocks
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Videos

Schwab Center strategist offers outlook for inflation, jobs and stocks

Kevin Gordon, head of macro research and strategy at the Schwab Center for Financial Research, sits down with InvestmentNews anchor Gregg Greenberg to highlight his outlook for the economy and stocks heading into the end of 2026.

How investors can maximize profits in the affordable housing market
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Videos

How investors can maximize profits in the affordable housing market

David Sand, chief impact strategist at Community Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors can find profits in affordable housing.

Reckoner CEO explains why CLO ETFs are surging in popularity
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Videos

Reckoner CEO explains why CLO ETFs are surging in popularity

John Kim, CEO of Reckoner Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the spike in interest in CLO ETFs, as well as their place in client portfolios.

SMA demand and tax alpha investing are booming. Here’s why
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Videos

SMA demand and tax alpha investing are booming. Here’s why

Kacie Walsh Jason, regional director and vice president at Dimensional Fund Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss the surge in demand for separately managed accounts, as well as the benefits of tax alpha investing.

Upcoming Events

EVENTS

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.

VISIT SITE

November 05, 2026

EVENTS

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.

VISIT SITE

November 05, 2026

WEBINARS

Mastering the HNW Market: A Strategic Blueprint for Growth and Retention

High-net-worth clients want more than performance—they want a trusted advisor who delivers personalized, proactive service. Join Orion for a webinar on proven strategies to attract, serve, and retain HNW clients. Whether you're new to the space or refining your approach, you'll gain insights to deepen relationships and grow with confidence. Watch now to elevate your practice.

AVAILABLE NOW

June 26, 2025

WEBINARS

Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

Cold calling is inefficient, and financial advisors need a smarter way to connect with prospects ready to engage. Join our webinar to hear about Aidentified, an AI-powered prospecting tool that helps you quickly find warm leads and close deals faster. Learn how to build targeted prospect lists using over 150 attributes, including career history, wealth segment, and income, and leverage AI relationship mapping to identify your warmest connections in your network. Enhance your prospecting strategy and grow your client base more effectively — watch now!

AVAILABLE NOW

December 5, 2024