The SEC-registered RIA advises on more than $1 billion in client assets, with no advisory fee through 2027 and no human financial advisors.
By Andrew CohenLPL Financial and Raymond James also add independent advisors from Osaic and Edward Jones in Michigan and Arizona.
Analysis finds levies from President Donald Trump's tariff policy, aimed at putting America first, reversed what should have been a dip in the cost of goods for everyday households.
Summit Place Financial Advisors President and Founder Liz Miller will participate in a panel on building a successful firm at the Women Advisor Summit. .
The four wirehouse firms lost 1,449 experienced advisors and recruited 932 in the first six months of the year, according to Diamond Consultants.
Merit's 10th Commonwealth addition deepens its Western New York reach, while another Hightower partner joins its Signature Wealth platform in Michigan.
Report on Climate Action 100+ signals risk for passive managers' 13G status heading into the 2027 proxy season.
Multi-family office adds a macro voice from Blackstone Private Wealth, extending a string of senior hires since June.
Nominate an advisor for the fourth annual Top Financial Professionals
CEO Parker Ence says live Schwab and Fidelity onboarding signals a shift toward agentic AI workflows compliance teams can govern
Northern Trust pushes beyond loss harvesting as concentrated stock creates tougher tax problems
Opportunity lies beyond access, in separating durable leaders from expensive ones and finding liquidity
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
Named an InvestmentNews 5-Star Technology 2026 winner, Darby explains how Alaris uses buyer data and AI to measure compatibility and create more targeted matches between buyers and sellers
Jeremy Eisenstein shares how Goldman Sachs Custody Solutions is helping independent advisers scale through technology, service, and institutional expertise.
Jed Ellerbroek, portfolio manager at Argent Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors should remain bullish on shares of AI-driven mega-cap technology companies.
Jeff Silverman, head of advisory solutions for the Americas at Franklin Templeton Investment Solutions, sits down with InvestmentNews anchor Gregg Greenberg to explain why low volatility, high dividend stocks are perfect for the current market environment.
David Barnard, founder & CEO at Luminary, sits down with InvestmentNews anchor Gregg Greenberg to explain how AI technology will transform the wealth management business as the “great wealth” transfer unfolds.
Jill Williams, private wealth advisor and certified divorce financial analyst at Ameriprise, sits down with InvestmentNews anchor Gregg Greenberg to highlight how recently divorced individuals should adjust and update their financial and estate plans.
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
