Debt ceiling brinkmanship not a concern for advisers
The devastating consequences of a default make it unlikely to happen, advisers say. Inflation is a bigger threat.
Adviser recognized for educating on genetic blood disease
Invest in Others' Lifetime Achievement Award winner is Peter Chieco for his work with Cooley's Anemia Foundation.
Adviser’s humanitarian efforts during disasters recognized
Invest in Others' Volunteer of the Year is Kenneth 'Larry' Agee for his work with Disaster Aid USA.
Adviser recognized for his support of audiological work with children
Invest in Others' Community Service Award winner is Roger S. Green for his work with Auditory-Verbal Center Inc.
Why more advisers are taking the free dinner seminar off the menu
A free meal can help win new clients, but some advisers say the prospecting strategy is dated and projects a bad image.
Adviser wins for his work on ending generational poverty
Invest in Others' Catalyst Award winner is Ralph Ujano for his work with Helping Hands for Single Moms Dallas.
Annuities are now a big business for PE firms
Private equity firms' insurance companies accounted for more than 40% of all indexed annuity sales industrywide during the second quarter.
Why Wall Street just isn’t Wall Street anymore
The Covid-19 pandemic has caused many to question the need to work in or continue their professional lives in Manhattan. Advances in technology have made working in an office in or close to Manhattan less important.
Are retirement plan providers ready for the next 9/11?
Physical attacks are always a potential threat that companies must plan for, but cyberattacks have become a more regular concern.
Prepping fintech platforms for the next cyberattack
It’s critical for fintech firms to have incident response plans if a catastrophic event and subsequent cyberattack were to happen.
How the advisory industry has been preparing for the next 9/11 event
In the two decades since 9/11, the financial industry has been preparing for the next terrorist attack, in whatever form it might take.
When it comes to planning for themselves, do financial advisers seek advice from other advisers?
InvestmentNews Research asked financial advisers if they solicit advice from other advisers when it comes to planning their own retirement. Their answers may be surprising.
Morgan Stanley bucks trend of more advisers leaving wirehouses
The company maintained its healthy recruiting pace over the first two quarters of the year even as losses continued to mount among its wirehouse competitors.
Britney Spears’ struggle for independence puts a spotlight on conservatorships
The pop superstar's plea to end her 13-year conservatorship raises questions around its validity and prompts experts to rethink the whole system.
Working canine to 5: Dogs in office help reduce stress
Employers that are dog-friendly might be more likely to have happy workers, especially after the pandemic.
Newfound financial freedom for college athletes could be a game-changer for advisers
Advisers could provide guidance that would last a lifetime — whether players go pro or into the workforce. But tapping into the market is a challenge.
Prep for ransomware attacks or be ready to pay the price
Ransomware attacks in the U.S. increased 300% in 2020 and cost victims $350 million. Advisers make easy targets because they publicly release AUM and hold some of the most sensitive client data that directly connects to their finances.
Britney Spears’ fight for financial freedom holds lessons for advisers
The controversy over the pop star's right to control her wealth and health has sparked the #FreeBritney movement, created by her fanbase to raise awareness of the fight to release Spears from a 13-year conservatorship.
Why is LPL’s biggest branch starting its own broker-dealer?
Private Advisor Group has taken the unusual step of launching its own broker-dealer with the intention of putting it in better position to grab referrals.
The New Normal: More advisers are abandoning traditional offices to work from home
After more than a year of working remotely, financial advisers and their clients are embracing the upside of virtual interactions and remote worksites.
