Former Osaic executive Shah has joined the self-described AI workforce company as managing director in charge of its engagement efforts with wealth firms.
By James RogersNew Natixis research shows U.S. wealth managers posted 12.5% AUM growth last year – but client behavior and digital disruption could slow the pace.
The SEC enforcement division is reportedly digging into potential conflicts of interest, valuations, and disclosure in fast-growing fund manager-led transactions.
New research shows aspiring advisors are fluent in AI — but fear firms will automate the very roles they need to learn the trade.
Edward Jones is making Carefull’s technology available to its 9 million-plus clients through its more than 20,000-strong network of financial advisors.
Veteran financial advisors who have lived through multiple downturns say pattern recognition — not market prediction — is what protects client portfolios when volatility strikes.
Many younger Americans would tap their own retirement accounts to pay for care for a loved one.
What will the new law mean for home prices? And how are potential homebuyers feeling about the market?
Recession fears and portfolio defensiveness are rising sharply as confidence in markets hits a four-year low, according to Allianz Life.
Amid growing interest in predictions markets, the new platform offers yes-or-no contracts on the Mini-S&P 500 Index.
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
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
Eric Metz, chief investment officer at SpiderRock Advisors, sits down with InvestmentNews anchor Gregg Greenberg to highlight how investors and advisors are utilizing option strategies to protect their portfolios in a volatile market.
Eddie Bernhardt, head of managed accounts at Invesco, sits down with InvestmentNews anchor Gregg Greenberg to highlight the increasing popularity of separately managed accounts in the RIA channel.
Paul Tyler, head of industry relations at Zinnia, sits down with InvestmentNews anchor Gregg Greenberg to highlight why annuity sales continue to soar, as well as explain how advisors and annuity providers can work better together to meet client needs.
Tina Beckwith, chief marketing officer at LIMRA, sits down with InvestmentNews anchor Gregg Greenberg to discuss why Gen X women are particularly vulnerable when it comes to retirement, as well as explain why annuities are a compelling solution for them.
Trey Prescott, director of business development at Advisory Services Network, sits down with InvestmentNews anchor Gregg Greenberg to highlight the biggest issues spurring financial advisors to choose the independent route.
Mark Cooper, CIO of MAC Alpha Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss why global small-cap value stocks offer a compelling opportunity in a pricey market.
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