Rick Wurster says Schwab is shutting out unauthorized logins as agents like Meta's Muse, Instinct and OpenAI's Dots push into consumer finance
By Andrew CohenElsewhere, LPL recruits a $160M Edward Jones advisor in Alabama as William Blair opens a Dallas office with an ex-UBS wealth team
Cerulli finds HNW practices outsource tax, trust and estate work most often, as firms struggle to hire the specialists affluent clients expect
InvestmentNews traveled to Boston, Massachusetts, to cover Schwab's annual conference. All coverage can be found here.
A divided Federal Reserve voted to stand pat on interest rates Wednesday even as it pointed to "elevated" inflation and economic uncertainty
“There’s an opportunity to really help advisors understand these new asset classes,” said T. Rowe Price’s Bill Cashel.
“It is about supporting the advisor to be more effective with their client,” said Vanessa Touma of Invesco.
Schwab wants RIAs on Claude’s enterprise plan for its security controls, but most of its firms are too small to fill the 20-seat minimum
Looks like the LPL doubters were right all along.
Echelon Partners counted 125 wealth management deals in Q3 2026, with the quarter's biggest deal targets by assets selling minority stakes rather than getting swallowed.
Jim Wagner and John Isner on why confidence comes from the work done before consequential decisions.
Northern Trust pushes beyond loss harvesting as concentrated stock creates tougher tax problems
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
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
James Burton, of InvestmentNews, steps on to the conference floor to sample the atmosphere, speak to a first-timer, and seek out a lobster roll!
Dayna Kleinman, head of US wealth at Sagard, sits down with InvestmentNews anchor Gregg Greenberg to explain how Sagard is helping advisors navigate private markets, as well as highlight the firm’s strategic relationship with Baird.
Veronica Willis, global asset allocation strategist at Wells Fargo Investment Institute, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors should think about rebalancing their portfolios to take advantage of potential market volatility.
Phil Waldeck, head of US businesses at Prudential Financial, sits down with InvestmentNews anchor Gregg Greenberg to highlight new research showing deteriorating spending confidence in retirement, as well as offer solutions for retirees to overcome it.
Noel Archard, managing director and global head of product solutions and marketing at AllianceBernstein, sits down with InvestmentNews anchor Gregg Greenberg to highlight the current state of the ETF market and discuss the innovations he expects to see in the coming year.
Tim Kresl, managing principal and head of U.S. client success at Broadridge, sits down with InvestmentNews anchor Gregg Greenberg to highlight how retail investors - especially younger ones - are approaching their portfolios right now and how those changes are impacting advisors and asset managers.
Venue: 583 Park Avenue
Join us in honoring exceptional female advisors, wealth managers, and financial leaders for their bold achievements, innovative leadership, and transformative impact. Witness these outstanding professionals being recognized on a national stage with the glitz and glamour they deserve.
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.
AVAILABLE NOW
Learn why value, liquidity and succession must be planned together to preserve value and control.
AVAILABLE NOW
