Andrew Cohen

Andrew Cohen is a financial journalist covering registered investment advisors (RIAs) and wealth management for InvestmentNews, based in New York. He brings hands-on beat experience reporting on RIA consolidation, independent advisory growth, and the evolving wealth management landscape across the United States. Prior to joining InvestmentNews, Andrew reported on family offices and private wealth as a reporter for Crain Currency. He has spent several years covering business journalism across a range of industries, including roles at Sports Business Journal and Front Office Sports.

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Andrew Cohen
Displaying 292 results
Knicks championship win fuels momentum ETF's early MSGS bet
ETFS JUN 18, 2026
Knicks championship win fuels momentum ETF's early MSGS bet

MarketDesk's algorithm ETF flagged MSGS in February after Madison Square Garden Sports Corp announced plans to split its Knicks and Rangers into separate stocks.

Exclusive: Robinhood cuts Sherwood News staff in app content push
FINTECH JUN 17, 2026
Exclusive: Robinhood cuts Sherwood News staff in app content push

The fintech giant shifts its media strategy despite reporting record trading volumes this month amid its 10% staff reduction.

Altruist riding 140% growth trajectory in 'breakout' year, CEO says
CUSTODIAN JUN 17, 2026
Altruist riding 140% growth trajectory in 'breakout' year, CEO says

Jason Wenk says his RIA custodian is far ahead of targets as Altruist Advisors beta program draws five times more applicants than expected

Robinhood cuts 10% of staff despite record trading volumes
INDEPENDENT BROKER DEALERS JUN 16, 2026
Robinhood cuts 10% of staff despite record trading volumes

CEO Vlad Tenev calls the proactive restructuring a bid to build a leaner team, coming as the brokerage rolled out its RIA referral program earlier this month.

Siebert Financial targets influencer wealth with Miami 'Rich Behavior' events
INDEPENDENT BROKER DEALERS JUN 15, 2026
Siebert Financial targets influencer wealth with Miami 'Rich Behavior' events

The brokerage’s new event series will bring together women content creators and financial advisors to discuss taxes, retirement planning, and business structuring as wealth managers target the creator economy.

RIAs trail other wealth channels in advisor pay, CFP Board finds
RIA NEWS JUN 12, 2026
RIAs trail other wealth channels in advisor pay, CFP Board finds

The CFP Board says its certificate carries an 11% compensation premium, and recruiter Louis Diamond says the credential has become increasingly vital for young advisors entering the profession.

Orion's new King of Prussia hub reflects 'AI-native workforce' strategy
TRANSFORMATION JUN 12, 2026
Orion's new King of Prussia hub reflects 'AI-native workforce' strategy

The RIA technology giant's new office features a fitness center, café and outdoor community spaces, including a beehive, picnic area and herb garden for over 100 employees.

Betterment eyes retail-to-advisor pipeline with RIA referral pilot
CUSTODIAN JUN 11, 2026
Betterment eyes retail-to-advisor pipeline with RIA referral pilot

While unveiling new portfolio management and direct indexing tools for RIAs, Betterment's Devon Klumb said the firm's advisor referral pilot is intended to convert retail users into RIA clients as their financial needs become more complex.

Choreo lands SpaceX employee cohort as mega-RIAs vie for IPO windfall
RIA NEWS JUN 10, 2026
Choreo lands SpaceX employee cohort as mega-RIAs vie for IPO windfall

A group of 100 current and former SpaceX employees is reportedly turning to Chicago-based RIA Choreo to manage billions in anticipated wealth around Friday's IPO, with advisory fees below 0.5%.

JPMorgan's new AI agents can work for hours without human input
TRANSFORMATION JUN 09, 2026
JPMorgan's new AI agents can work for hours without human input

After reporting a 20% lift in private banking gross sales tied to AI tools, JPMorgan is preparing more autonomous AI agents that could significantly increase client coverage across wealth management.