The $43M RIA Domain Money reduced its advisor team after AI improvements let each advisor serve up to 150 clients, CEO says.
By Andrew CohenFederated Hermes’ Brandon Clark sees an unusually open market as advisors become more selective about the risks they own
FTSE Russell’s third annual direct indexing survey report has been launched on the first day of the Future Proof Festival in Huntington Beach, Calif.
“Firms will need to evolve from using the technology to assist with tasks to using it to automate them,” said Lauren Wilkinson of Vanguard.
Investors bet on AI-driven portfolio automation as advisory firms grapple with time-consuming manual work and rising demand for personalization.
“It is harder than we think to make clients refer faster or more,” said Michael Kitces at Future Proof
Michael C. Graham passed away in November. He was 53.
The independent wealth firm's latest move in Massachusetts a dedicated non-advisory platform for ultra-wealthy families as RIA family office spinoffs keep multiplying.
Tariffs and an energy shock tied to the president's own policies are fueling the inflation that makes his rate-cut demands harder for the central bank to meet.
Savant Wealth Management's tax subsidiary is taking a new name and two new partners as the RIA continues layering accounting services onto its wealth platform.
TCW says the Bloomberg Aggregate is useful, but an incomplete map of today’s bond market
How advisors can embrace true independence without foregoing support
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Aanya Mehta, municipal research analyst at Conning, sits down with InvestmentNews anchor Gregg Greenberg to highlight the most financially and economically healthy states for municipal bond investors.
Brock Kidd, founding partner and managing director at Pinnacle Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to offer tips on managing the wealth of entertainers and athletes in the age of AI and streaming.
Zachary Paris, senior director and portfolio manager at WTW, sits down with InvestmentNews anchor Gregg Greenberg to highlight the key considerations when adding private credit to a portfolio.
Gregg Moskowitz, senior enterprise software analyst at Mizuho, sits down with InvestmentNews anchor Gregg Greenberg to offer his best ideas on software and cybersecurity stocks heading into 2027.
Brian Casey, CEO of Westwood Holdings Group, sits down with InvestmentNews anchor Gregg Greenberg to introduce a new power and infrastructure ETF to be launched on the Texas Stock Exchange.
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