Three RIA leaders say AI is eliminating back-office roles and marketing tasks — but financial advisors and planners are not on the chopping block
By Gregg GreenbergThe Omaha, Nebraska-based RIA's latest acquisition expands its Rocky Mountain footprint after two prior Colorado deals last year.
Coding expertise isn't the prerequisite to prototyping software tools it once was, which bodes well for less developed parts of the advisor tech stack
Operational drag between an advisor signing and accounts going live is emerging as a competitive liability for wealth management firms.
Bain says companies face a "winner's paradox" as AI transformation collides with complex integrations.
S&P Global Ratings sees US growth holding near 2% as AI investment offsets energy turmoil.
Deal lifts global assets to roughly $523 billion under management.
Delinquencies and foreclosure inventory creep higher as affordability pressures weigh on borrowers.
Regulators found Bank of America's monitoring software had a known flaw Merrill left uncorrected for years.
The former Cleveland first baseman says youth sports has become an "arms race" as Congress proposed a bill to restrict private equity in youth sports
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.
Bruce and the IN staff talk about IPOs, Robinhood, AI and risk halfway through an eventful 2026 in the financial advice industry.
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.
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