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What is the future of advice?
The industry has largely moved on from investment-centric presentations to more human-centric, interactive experiences, but it seems advisors aren’t yet fully seizing this opportunity.
Compound Planning hails ‘pivotal’ hire of nine financial advisors
The digital family office firm was formed from a merger in 2023.
Top financial advisors in the US revealed
InvestmentNews celebrates 60 dynamic advisors across the country who excel at serving their clients.
NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms
Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.
JPMorgan’s Dimon promotes potential successors to new roles
Gaining wider experience is key for those who may one day run the firm.
Raymond James CEO balks at high price of RIAs
'The biggest change in the competitive landscape has been RIA roll-ups that pay prices that we can't quite figure out,' Paul Reilly says.
Your clients may be honest about finances, but what about their partners?
New Bankrate survey reveals high level of 'financial infidelity.'
Musk wants a bigger stake in Tesla as earnings miss
With growth outlook weaker, the billionaire says he needs more influence.
Stifel Financial hits new high in client assets
Since 2014, the firm's global wealth management revenue has grown by 150 percent.
Most Americans would rather be happy than rich, study reveals
Doing a job they love is more important than a higher salary.
Financial stress is a major contributor to poor health, say academics
Worrying about finances can put people at high risk of illnesses.
US economy fueled by consumer optimism
GDP stats due Thursday likely to beat expectations.
SEC bars ex-Morgan Stanley broker who stole from his mother
The SEC alleged that Texas broker Doug McKelvey misappropriated more than $1.7 million.
Minority communities are financially comfortable, Merrill says
Members of the African American and Hispanic communities are more likely to have a financial plan in place than the general population.
How will major investment execs deploy their cash in 2024?
After a tough start, executives share their plans for the year ahead.
Hedge fund profits soared in 2023, but which ones did best?
New analysis shows that funds produced gains of $218B after fees.
UBS GWM says China equities need ‘punchier’ policies
The wealth manager says Beijing needs to be bolder to revive stocks.
Wall Street adopts new defense against attacks on ESG
Climate alliances are changing their language to counter GOP allegations that climate alliances represent a form of collusion that warrants antitrust lawsuits.
Bullishness is rising with rate cut expectations, reveals Morgan Stanley poll
Investors have increased confidence in rate cuts, soft landing for the US economy.
Citi launches $2B private lending solution with LuminArx Capital
The two firms' capabilities aim to provide a differentiated offering.
