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Advisor nominated for award says it ‘felt like being a winner’
Nominations for the inaugural InvestmentNews Awards are open. Nominate someone today!
Financial planning softwares and CRM platforms in the spotlight
InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.
Firm’s growth based on trust and accountability
Veteran advisor says the challenge has remained the same – can you offer a client something better?
Using authentic content to attract like-minded clients
Why content is king for wealth management firm.
LPL Financial continues to steam along in recruiting
After some weakness in January, LPL expects recruiting to pick up this month and next.
Mariner Wealth Advisors adds $104B AUA with double acquisition
The firm is creating a new institutional business unit.
Will 2024 be a milestone year for hedge fund use of AI?
If the industry can overcome some major hurdles, it could be.
Global credit spreads increase on banks’ exposure to bad loans
Corporate and investment-grade financial bonds have seen large increases.
‘Ask good questions, be quiet, and listen’
Specific life goals are the key for clients, says financial planner.
Survey finds CFPs are in the money
'You get all these altruistic benefits and the financial benefits,' says CFP Board chair Matthew Boersen.
Fed provides rate-cuts reality check for Wall Street
Is March now off the table for the US central bank?
European markets react to Fed’s rates narrative
Earnings were also in focus as Thursday's trading commenced.
When will the Fed start cutting?
Advisors give their take on the path ahead as central bank reveals its latest interest-rate decision.
AllianceBernstein’s $38B UHNW unit will no longer have ‘financial advisors’
Bernstein Private Wealth Management is bolstering its platform for elite clients.
Musk denied $55B Tesla pay packet by US judge
If the ruling stands, Musk will drop to world’s third richest person.
‘We’re scrambling to figure out spot-bitcoin ETFs,’ says industry exec
Many broker-dealers still have plenty of work to do regarding new product.
Giant conflicts alleged involving a former advisor
'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.
Investors are making more cross-border money moves
Predictions of interest-rate cuts have prompted a rebound in international flows.
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Advisor’s message to millennials: There is hope
Preparing his finances to become a dad, Kevin Mahoney was taken aback by the amount of research needed. He decided to use his financial knowledge to help fellow new parents
