IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
By Bruce KellyCryptocurrency keys, and who holds them, add new levels of complexity to the estate planning process, warns Stacy Francis, president of Francis Financial.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
Meanwhile, Farther and Brooklyn Fi land separate strategic investments to support scaling and expansion efforts, and Arkadios adds a nearly $300 million team to its independent growth platform.
Advisors say dividend stocks are a smart solution for clients seeking income, especially in an inflationary environment.
Confidence is building for H2 2026, but buyers and sellers remain misaligned on price.
Survey finds AI widely embedded in research and analysis, but barely touching portfolio construction or trade execution.
Mutual fund investors are scrutinizing costs and returns more closely than ever, according to new research.
Two firms land teams managing more than $1.1 billion in combined assets from Kestra and Edward Jones.
A donor retreat may have been overestimated, but do your clients know all they need to know about giving?
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
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Recognized as one of the InvestmentNews IN 5‑Star Financial Planners 2026, Cunningham stands out for nearly two decades of guiding clients through market cycles, starting in the 2008 financial crisis, while keeping their interests first as a legal fiduciary. Watch the full interview to learn how RJ and Summit Global Private Wealth turn life’s financial uncertainty into a disciplined, personalized plan for the future.
Garrett Melson, portfolio strategist with Natixis Investment Managers Solutions, sits down with InvestmentNews anchor Gregg Greenberg to discuss the precarious state of the consumer as oil and rates rise.
Hunter Doble, portfolio manager at Hotchkis & Wiley Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to make the case for foreign stocks even as energy prices rise and domestic stocks surge.
Jun Li, global and Americas wealth & asset management leader at EY, sits down with InvestmentNews anchor Gregg Greenberg to explain why private market investments will continue to grow despite recent liquidity and private credit concerns.
George Bory, chief investment strategist for fixed income at Allspring Global Investments, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best bond market opportunities in the face of rising yields.
Frank Riccio, head of US wealth solutions at First Eagle Investments, sits down with InvestmentNews anchor Gregg Greenberg to highlight the well-known value manager’s active ETF platform in the wake of its Diamond Hill acquisition.
Venue: The Edison Ballroom
Join us as we commemorate another year of excellence at the prestigious InvestmentNews Awards, dedicated to honoring outstanding professionals and firms in the wealth management industry.
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