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The big picture of M&A in the RIA space
Mark Bruno, a managing director at Echelon Partners, gives a detailed look at RIA mergers and acquisitions, including trends, the role of private equity and tips for sellers.
Elevating wealth for women: Sallie Krawcheck
InvestmentNews' 2021 Icon is a Wall Street powerhouse who co-founded Ellevest, a digital investment platform designed to help women reach their financial goals.
Her Success Matters: Heather R. Ettinger of Luma Wealth Advisors
Ettinger, founder and CEO of Luma, discusses the importance of educating and empowering women to build their own wealth.
The tech pipeline
Mark Casady, co-founder of Vestigo Ventures, joins the debut episode of tech STACK$ to give a venture capitalist's view of what's coming in fintech.
IN Podcast: A new day in Washington, but what does that mean for financial services?
D.C. correspondent Mark Schoeff Jr. looks at the full impact of the Biden/Harris administration on the advisory business. What will change quickly, what won’t, and what happens to Reg BI?
Suzanne Siracuse recognized as a champion for gender diversity
The former publisher and CEO of InvestmentNews has been a trailblazer within the financial services industry
Click through to view all Women to Watch award winners
These women have advanced the financial advice industry through leadership, passion, creativity and willingness to help other women
The Alexandra Armstrong Award for Lifetime Achievement recipient is Mellody Hobson
Co-CEO at Ariel Investments has an insatiable focus on preparedness
InvestmentNews’ 2020 Rising Star Jennifer Auerbach-Rodriguez
Helping Merrill Lynch make inroads with diverse investors
Amy Domini, Domini Impact Investments
Domini, who’s widely recognized as a pioneer of socially responsible investing, became interested in the field by accident.
Bruce Bond, Innovator Capital Management
Bond is a pioneer in the exchange-traded funds industry, first at PowerShares and now at Innovator, and most recently launched a defined-outcome ETF.
Work-life balance in the time of COVID-19
We want to hear about your experience over the past several months
Her Success Matters: Mimi Nguyen, Co-Founder, Mana Search
Mimi Nguyen talks about how she balances her career in FinTech with parenting, pursuing a PhD and teaching
The state of advisory fees
Results show that asset-based pricing continues to dominate the industry
IN Podcast: RPA Special Edition Part 1 – The Hot RPA M&A market
Insightful commentary and direction on the hot RPA M&A market from Fred Barstein and Dick Darian.
InvestmentNews Podcast: IBDs and cybersecurity in the wake of SolarWinds
Nick Harness of Kestra Financial discusses the recent SolarWinds security breach and cybersecurity for independent broker-dealers.
Diversity Champions
This year’s Excellence in Diversity & Inclusion firm finalists are honored for their efforts to foster diversity and inclusion within their own firms or the financial advice profession
Outstanding Practices
These Excellence in Diversity & Inclusion firm finalists are recognized for their initiatives developed to increase diversity and inclusion of their firms or clients
