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InvestmentNews

Our mission at InvestmentNews is to be the leading source of news, analysis and insights for financial advisors and wealth-management professionals. We are dedicated to providing timely and accurate information that helps our audience make informed decisions, stay ahead of industry trends and grow their businesses.

 

We proudly maintain the highest standards of journalistic and editorial integrity, and we are dedicated to fostering a community of knowledge-sharing and collaboration among our readers and contributors. Our goal is to be a trusted and indispensable resource for the financial-services industry, delivering value and innovation through our news coverage, research, events and multimedia platforms.

 

 

Above all, we are passionate about empowering financial advisors and helping them succeed in serving their clients and achieving their business objectives. InvestmentNews strives every day to be a catalyst for growth and positive change in the wealth management industry, and to inspire the next generation of financial advisors.

 

Latest News

Trump greenlights alternative investments in 401(k) accounts – Industry reacts
Trump greenlights alternative investments in 401(k) accounts – Industry reacts

The president signed an executive order late Thursday which he says will broaden choice

After Muni bond fund blow up, broker-dealers Osaic and Stifel Nicolaus face questions
After Muni bond fund blow up, broker-dealers Osaic and Stifel Nicolaus face questions

Plaintiff's lawyers are eying both broker-dealers for potential client complaints.

Retail investors split on AI's place in financial advice
Retail investors split on AI's place in financial advice

Survey research reveals just three-tenths trust AI-generated recommendations, bolstering the case for lasting human relationships with advisors.

Advyzon and SS&C roll out wealth tech platform updates for advisors
Advyzon and SS&C roll out wealth tech platform updates for advisors

Advyzon has launched a new hub for professionally managed model portfolios, while SS&C unveiled a unified suite of wealth solutions under the Black Diamond banner.

Barred investment advisor, former CNBC pundit sentenced to five years for fraud
Barred investment advisor, former CNBC pundit sentenced to five years for fraud

Former LA-based advisor James Arthur McDonald Jr. is facing federal prison time for defrauding investors out millions of dollars in a Ponzi-like scheme after a failed anti-America bet.