‘The best job on K Street’ for CFP Board CEO
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Kevin Keller, CFP Board.
‘Empower, execute, respect and create’
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Laura Prieskorn, Jackson Financial.
M&A on a tear, and women advisors going solo, IN study shows
Valuations are up to 10 times EBITDA, and women are most highly represented in the industry in solo firms, the data show.
‘I’m playing to change the industry,’ says fintech CEO
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Matt Brown, CAIS.
A multi-generational approach to financial planning
‘Next generation clients require a lot of guidance in building up their success,' says director of financial planning.
Young tech professionals propel advisor’s book
InvestmentNews Awards 2024, Advisor of the Year (Western region): Rick Blanke, Blanke Schein Wealth Management (Hightower).
Don’t lose touch of staying client focused, says Mercer CEO
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Dave Welling, Mercer Advisors.
An amazing opportunity to change millions of households, CEO says
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Amy Webber, Cambridge Investment Group, Inc.
A philosophical lesson in servant leadership
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: George Nichols III, American College of Financial Services.
Creative Planning CEO is ‘staying ahead’ of the industry
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Peter Mallouk, Creative Planning.
Financial fumble or touchdown for NFL Players Association?
The NFLPA has shifted its focus from union-vetted individual advisors to powerhouse financial institutions, but is it helping the players in our ‘modern-day blood sport’.
Battle lines drawn over DOL’s fiduciary rule
Despite DOL’s efforts to protect itself, Congress and insurance industry go on the attack as first lawsuit is filed amid allegations the department exceeded its authority.
Helping clients navigate a more complex future
The world’s quicker and more complicated, but trust between advisor and client remains heartbeat of Integrated Partners, says CEO Paul Saganey.
Tracking down the NextGen stars
InvestmentNews flies into the financial universe to find out what skills companies are looking for in young advisors and where they're finding them.
Adapt and adjust to evolving emotions and beliefs
InvestmentNews Awards 2024, Advisor of the Year (Western region): Chris Giovinazzo, Accelerate Retirement.
Cheating for CE credits is on the rise
A rash of cheating reported to Finra raises the question: Are continuing education requirements really that bad?
‘An immense responsibility to serve others’
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Matthew Walker, Fortitude Family Office.
Finalist works to achieve a work-optional lifestyle for clients
InvestmentNews Awards 2024, Advisor of the Year (Western region): Cody Klein, SageView Advisory Group.
Young advisors face marketing struggles, finalist warns
InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): Stephanie Tsang, North Star Resource Group.
Fee compression is a ‘real challenge’ for the industry
InvestmentNews Awards 2024, Advisor of the Year (Western region): Robert Patton, SageView Advisory Group.
