Fintech

Farther debuts AI investment proposal tool for advisors to win clients

Farther debuts AI investment proposal tool for advisors to win clients

"Im glad to see that from a regulatory perspective, we're going to get the ability to show we're responsible [...] we'll have a little bit more freedom to innovate," Farther co-founder Brad Genser told InvestmentNews.

Equities

Trump tariff-watch: what's the latest?

No further delays, heavy levies on copper.

Fixed Income

Treasuries steady ahead of Fed minutes, debt auction

US government bonds have suffered five days of losses.

Equities

Why active managers need to deploy hedge fund tactics

Outperforming asset manager says portfolio management needs to shift.

Wirehouses

Barred ex-Merrill Lynch advisor arrested in alleged $2.6M theft of former Miami Dolphin Pro Bowler

Former advisor Isaiah Williams allegedly used the stolen funds from ex-Dolphins defensive safety Reshad Jones for numerous personal expenses, according to police and court records.

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SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.

Trending Topics

Advisor moves: Father-son duo leaves Raymond James for LPL, RayJay adds Merrill Lynch alum in Florida
Independent Broker Dealers

Advisor moves: Father-son duo leaves Raymond James for LPL, RayJay adds Merrill Lynch alum in Florida

Meanwhile, Osaic lures a high-net-worth advisor from Commonwealth in the Pacific Northwest.

Trump Media deepens crypto push with third ETF filing
Alternatives

Trump Media deepens crypto push with third ETF filing

The firm's applications to the SEC place it among a crowded field of offerings looking to capitalize on a friendlier environment for digital assets.

Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B
RIA News

Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B

The deals, which include its first stake in Ohio, push the national women-led firm up to $47 billion in assets.

Bernstein gears up for inorganic growth with new UHNW leadership
RIA News

Bernstein gears up for inorganic growth with new UHNW leadership

Alliance Bernstein's private wealth unit has brought on executives from Envestnet and Wells Fargo while promoting a 25-year veteran from its ranks.

HSBC downgrades JPMorgan, Goldman, and BofA on bank stock rally concerns
Equities

HSBC downgrades JPMorgan, Goldman, and BofA on bank stock rally concerns

Analyst report suggests the Wall Street lenders' stock prices have generally not factored in downside risks from macro uncertainty and anticipated rate cuts.

Vestwell CEO: America facing "new savings crisis"
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Videos

Vestwell CEO: America facing "new savings crisis"

Aaron Schumm, Founder and CEO at Vestwell, sits down with InvestmentNews anchor Gregg Greenberg to highlight America's "new savings crisis" and how Vestwell intends to solve it.

Best AI tech plays outside the Magnificent 7
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Videos

Best AI tech plays outside the Magnificent 7

Nitin Sacheti, founder and portfolio manager at Papyrus Capital, sits down with InvestmentNews anchor Gregg Greenberg to name his favorite under-the-radar AI and technology stocks.

Here's what it takes to successfully run the modern family office
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Videos

Here's what it takes to successfully run the modern family office

Jerry Sneed, managing partner at Third View Private Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight what it takes to be successful in running the modern family office.

Beware of a small cap stumble in second half, says Wells Fargo analyst
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Videos

Beware of a small cap stumble in second half, says Wells Fargo analyst

Veronica Willis, investment strategy analyst at Wells Fargo Investment Institute, sits down with InvestmentNews anchor Gregg Greenberg to offer her top sectors for the second half of 2025, as well as areas to avoid.

GraniteShares CEO introduces new YieldBOOST ETFs
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Videos

GraniteShares CEO introduces new YieldBOOST ETFs

Will Rhind, CEO of GraniteShares, sits down with InvestmentNews anchor Gregg Greenberg to discuss his new YieldBOOST suite of ETFs and explain how they generate income for investors.

"We're on the precipice of the Fourth Industrial Revolution"
Podcasts

"We're on the precipice of the Fourth Industrial Revolution"

Bruce speaks to Osaic CEO Jamie Price about the long-term outlook driving M&A activity and why financial advisors, it turns out, are the most important part of the equation.

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Mastering the HNW Market: A Strategic Blueprint for Growth and Retention

High-net-worth clients want more than performance—they want a trusted advisor who delivers personalized, proactive service. Join Orion for a webinar on proven strategies to attract, serve, and retain HNW clients. Whether you're new to the space or refining your approach, you'll gain insights to deepen relationships and grow with confidence. Watch now to elevate your practice.

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Cold calling is inefficient, and financial advisors need a smarter way to connect with prospects ready to engage. Join our webinar to hear about Aidentified, an AI-powered prospecting tool that helps you quickly find warm leads and close deals faster. Learn how to build targeted prospect lists using over 150 attributes, including career history, wealth segment, and income, and leverage AI relationship mapping to identify your warmest connections in your network. Enhance your prospecting strategy and grow your client base more effectively — watch now!

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December 5, 2024