Awaiting a verdict on Trump, market likely to say ‘meh’

Awaiting a verdict on Trump, market likely to say ‘meh’

'Absent Trump being in jail, none of this stuff is going to matter,' says one advisor.

READ MORE

Credit environment strong, inflation decelerating, says Lincoln Financial CIO

Despite the fact that credit spreads are at historical tights, the technical backdrop is fantastic, says Lincoln CIO Jayson Bronchetti.

READ MORE

SPONSORED CONTENT 

Free white paper: Blazing a new trail for the Next-Gen

Axtella is focusing its efforts on creating a mindset shift: dispelling industry myths while democratizing access to financial guidance through tactics that resonate with different audiences.

READ MORE

INVESTMENTNEWS AWARDS 2024

First generation immigrant advisor brings cultural approach to clients

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southeast): Divam Mehta, Mehta Financial Group.

READ MORE

VIDEO

Why elite athletes tend to make successful wealth managers

Lisa Cregan, head of field leadership readiness and acquisition at Morgan Stanley Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why elite athletes tend to become successful financial advisors.

WATCH MORE

Advisors must dispel alternative investment myths

Not all alts shoot for the moon, warns investment strategist.

READ MORE

INVESTMENTNEWS AWARDS 2024

Putting clients first is always top priority

InvestmentNews Awards 2024, Advisor of the Year (Regional - Southwest): John Lloyd, The Wealth Planner.

READ MORE

Merrill Lynch agrees to nearly $20M settlement for racial class action

Discriminatory actions at the wirehouse have restricted business opportunities and compensation for African American advisors, alleged four former employees.

READ MORE

Facet forges tech tie-up to enhance estate planning

The financial planning fintech’s latest integration aims to make estate planning more accessible across the wealth spectrum.

READ MORE

Could GenAI change the financial advice game?

New Deloitte report predicts shifts in generative AI could threaten advisors who don’t go beyond transaction-based relationships.

READ MORE

Wealth Enhancement Group scores $1.22B Texas RIA

The national independent’s latest acquisition, led by a three-decade industry veteran, marks its fifth deal for 2024.

READ MORE

LPL adds $215M advisor pair in California

With more than six decades of collective industry experience, the advisor duo are coming over from Securities America, a unit of Osaic.

READ MORE

Ex-RIA, CEO behind failed opportunity fund to pay $600k in penalties

The New York-based firm and its CEO made false statements and doctored portfolio data for a fund with positions in China, according to the SEC.

READ MORE

MassMutual strikes new alts partnership with CAIS

The financial giant is tapping the leading alternatives provider as it doubles down on support for its advisors.

READ MORE

T. Rowe Price forges 529 alliance with Ascensus

The retirement industry giant is tapping the leading TPA and recordkeeper to service its state-sponsored 529 plans.

READ MORE

Goldman builds $21B war chest for biggest-ever private credit pool

The banking giant is flaunting its muscle in the buzzy alts sector with the fifth iteration of a fund series launched in 2008.

READ MORE

Nvidia bulls run wild as leveraged ETFs amp up trading frenzy

Bears get crushed as GraniteShares fund lodges record trading volume.

READ MORE

Should more employers offer ‘chronoworking’?

Flexible arrangement can change future of work, HR expert says.

READ MORE