Equities

Wealth managers wondering how long copper spike will last

Wealth managers wondering how long copper spike will last

Financial advisors weigh in on the surge in copper prices in the wake of President Trump's tariff announcement.

RIA News

RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee

NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.

Fixed Income

Fed chair contender is now in favor of cutting rates, just as Trump wants

Kevin Warsh, who sat as a governor for five years spanning the 2008 financial crisis, has since become a frequent critic of the central bank.

RIA News

Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.

Equities

Inflation comes in higher in June as tariffs, housing trends shape outlook

The latest federal data show the CPI increasing 2.7% over the previous 12 months, outpacing the 2.4% May figure and raising questions around the impact of trade uncertainty.

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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

Ex-CBIZ CIO Anna Rathbun bets on alts in solo RIA launch with music twist
Practice Management (GoRIA)

Ex-CBIZ CIO Anna Rathbun bets on alts in solo RIA launch with music twist

Former CBIZ chief investment officer Anna Rathbun wants her new Cleveland-based Grenadilla Advisory to treat clients with the same "compassion and connectivity" she shares with audience members as a singer of classical music.

Clients are nervous about volatility, but advisors know they need to stay the course
Retirement Planning

Clients are nervous about volatility, but advisors know they need to stay the course

Survey reveals how cutting through the noise is advisors' superpower.

Why the 'forgotten generation' is a powerful force in wealth management, consumerism
Retirement Planning

Why the 'forgotten generation' is a powerful force in wealth management, consumerism

Gen X is a powerful cohort that controls huge wealth but also faces retirement challenges.

Stocks Rise on Nvidia Breakthrough Ahead of CPI: Markets Wrap
Equities

Stocks Rise on Nvidia Breakthrough Ahead of CPI: Markets Wrap

Firm has been given assurances to resume some AI chip sales in China.

Bulled-Up US Equity Traders Look Past Threat of a Hot CPI Report
InvestmentNews Awards 2025: Honoring Excellence in Wealth Management
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Videos

InvestmentNews Awards 2025: Honoring Excellence in Wealth Management

That's a wrap on the 2nd Annual InvestmentNews Awards

Navigating annuities: Strategies for growth, income, and protection
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Videos

Navigating annuities: Strategies for growth, income, and protection

As Americans increasingly seek financial dependency as they plan for retirement, annuities should be central to a broader plan. 

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews
Podcasts

Meet Andrew Cohen: From sports biz to RIA beat at InvestmentNews

Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.

Small business retirement plan options on the rise, says Ascensus CEO
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Videos

Small business retirement plan options on the rise, says Ascensus CEO

David Musto, CEO of Ascensus, sits down with InvestmentNews anchor Gregg Greenberg to highlight the challenges faced by small businesses seeking to offer retirement plans to employees, as well as ways to overcome them.

BlackRock strategist explains why bond ETFs are seeing massive inflows
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Videos

BlackRock strategist explains why bond ETFs are seeing massive inflows

Dhruv Nagrath, director of fixed income strategy at BlackRock, sits down with InvestmentNews anchor Gregg Greenberg to discuss the massive inflows into fixed income ETFs so far in 2025, as well as the forces driving them.

How Robinhood bridges the gap between retail investing and private wealth services
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Videos

How Robinhood bridges the gap between retail investing and private wealth services

Steph Guild, chief investment officer at Robinhood, sits down with InvestmentNews anchor Gregg Greenberg to discuss how Robinhood is bridging the gap between everyday investors and private wealth services.

Upcoming Events

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Venue: Tribeca 360, New York
The Women Advisor Summit is the leading event for women in wealth management who are ready to grow their practice, expand their influence, and lead with purpose in a rapidly changing industry.

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October 21, 2025

EVENTS

Venue: Tribeca 360, New York
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.

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October 21, 2025

WEBINARS

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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June 26, 2025

WEBINARS

Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

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