DeVoe data shows third-quarter RIA deals fell 19% as private equity-backed buyers increasingly target firms with $1 billion-plus in assets, says dealmaker Corey Kupfer.
By Andrew CohenSalespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
AI is absorbing grunt work while succession needs keep next-gen advisors essential, according to Prime Capital Financial Managing Director Sean Clancy.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
Senate Democrats seek data on data center deductions under the 2025 tax law as proposals to tax artificial intelligence multiply.
Tool is designed for advisors who can't (or don’t want to) manage them directly
Advisors turn to dividend growth strategies to diversify portfolios amid mega-cap concentration risk in 2026
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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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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