By Bruce Kelly
The independent RIA has announced a bicoastal double addition with two ex-Lazard leaders joining in Los Angeles and New York.
"We've always believed the biggest opportunities come from long-term shifts that reshape entire industries,” said Jon McNeill, co-founder of VistaShares
InvestmentNews is recognizing 110 independent RIAs whose approach to high-net-worth client service is helping to shape the future of wealth management.
“It's important for our AI solutions to flex into different client needs,” said Orion CEO Natalie Wolfsen.
The mega-RIA's new program targets next-gen advisors and staff, but one recruiter calls equity offers "lottery tickets"
Three firms using Section 351 exchanges, deregulation themes, and active allocation explain why the ETF wrapper has become the structure of choice — and why distribution remains the hardest problem
ASA says OIG probe into leaked case files proves personal data poses ongoing risk.
Six-person team jumps ship from Stiffel with lead advisors having a combined century of experience.
Conference Board raises 2026 GDP outlook even as leading index slips in June
Targeted ETFs are giving advisors new tools for supply chains, research, and protection
Capital Group outlines a framework for financial professionals integrating private investments
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
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.
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.
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.
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.
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.
Marc Zuccaro, managing principal and portfolio manager at Golden Eagle, sits down with InvestmentNews anchor Gregg Greenberg to highlight investment opportunities in hypergrowth companies.
Direct indexing turns market dispersion into after-tax value, and advisors are taking notice. Register today!
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