Meanwhile, Merrill Lynch intends to continue building its alternative investment platform for wealthy clients.
By Bruce KellyA drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to Devoe & Company.
Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
The market reaction was muted following earlier reports of the president taking steps against the Fed chair soon in a closed-door meeting with Republicans.
Carlton will use her experience from Ficomm, United Capital, and Mercer Advisors to foster collaboration and innovation among Merchant's partner firms.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
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.
Women will be among the big winners in the Great Wealth Transfer and financial advisors. Here's what advisors need to do to prepare.
Hannah Moore, founder of Amplified Planning, stresses the importance of critical thinking, why AI is no substitute for human connection, and why behavioral competencies should be trained "from day one."
Meanwhile, AlphaCore Wealth Advisory welcomes Blackstone and JPMorgan veteran as its new chief investment strategist.
Despite a positive US market outlook, analysts at the alternative giant counselled increased international exposure as bigger deficits and geopolitical uncertainty take hold.
The co-founder of IFG discussed with InvestmentNews the unique opportunity that remaining independent offers to build a successful firm.
Christina Pihos, group insurance chief marketing officer at Prudential Financial, sits down with InvestmentNews anchor Gregg Greenberg to highlight the disconnect between the employee benefits companies offer and the needs of employees.
Pat Haskell, managing director at BlackRock, sits down with InvestmentNews anchor Gregg Greenberg to explain why the perfect time for investors is now to capture income and especially in the municipal bond market.
Vishal Khanduja, managing director at Morgan Stanley Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss why investors should opt for a total return strategy, as well as highlight the top opportunities in fixed income.
Erik Aarts, senior fixed income strategist at Touchstone Investments, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors should stay overweight fixed income, favoring high quality issues and staying neutral on duration.
Alaina Anderson, portfolio manager at William Blair, sits down with InvestmentNews anchor Gregg Greenberg Nasdaq to explain the factors driving the relative outperformance of international equities, as well as name some of her favorite stocks.
John Burrello, senior portfolio manager at Invesco, sits down with InvestmentNews anchor Gregg Greenberg to explain how option income ETFs can enhance a diversified investment portfolio.
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.
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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