In a constant fight over control of clients, the financial advice industry has a long history of such allegations and disputes.
By Bruce KellyRetirement fintech Vestwell has hit profitability and $200 million in annual recurring revenue, powering savings programs for 750,000 employers and Wall Street’s biggest firms
Actively managed ETFs are capturing an outsized share of flows as advisors lean on them to complement passive strategies and scale their practices
Elise Terry, BlackRock’s co-head of the Americas for global product solutions and head of Americas iShares, offers her outlook for the ETF industry
Meanwhile, &Partners has drawn another Wells Fargo team based in Missouri, while an experienced South Carolina advisor has returned to Cetera from LPL.
Prudential Wealth Advisors has over 3,000 advisors and has grown its assets under management more than 60% since 2023.
Three wealth managers reveal which ETFs they’re buying, avoiding, and holding as small caps and non-US stocks rally
Williams' comments land amid a bond selloff that sent the 30-year Treasury yield to a 2004 high and pushed mortgage rates near 7%.
Faulty Forms 1099 and account statements reportedly left some Vanguard brokerage customers overpaying or underpaying taxes for over a decade.
Alternative ETFs are on a tear this year, with Morningstar reporting $10.7 billion of net inflows through July. This comes as some semiliquid alternative funds, particularly private credit, struggle
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
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
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
Matt LaPorta, executive-in-residence at Dynasty Financial Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain how NIL dollars are impacting young athletes, as well as the discuss the evolving roles of financial advisors and parents.
Scott Clemons, chief investment strategist at Brown Brothers Harriman, sits down with InvestmentNews anchor Gregg Greenberg to offer his economic outlook, especially consumer spending, as well as explain how investors should prepare their portfolios heading into 2027.
Jonathan Reilly, president of Voya Financial Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain the soaring interest in annuities despite the surge in publicly traded stocks.
Simeon Hyman, global investment strategist at ProShares, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors can profit from the bond selloff, as well as the broadening trade.
Brent Brodeski, founder & CEO at Savant Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss how employee-owned Savant compares to that of PE backed firms when it comes to decision-making, as well as Savant’s long-term AI investment.
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