Advisors assess "Harris Trade" after Biden's exit

Advisors assess "Harris Trade" after Biden's departure from Presidential race

Wall Street has come to a consensus on the "Trump Trade." But which sectors will be winners if the Vice President wins the election?

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RIA M&A continues to roll in 2024

"The big theme is that the industry is still in fourth inning of the consolidation ball game," says one executive.

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New operating model boosting advisor productivity, says Envestnet VP for business lines

Envestnet Executive VP for Business Lines Tom Sipp joins InvestmentNews anchor Gregg Greenberg to discuss growing advisor adoption of the company's core operating model with its fiduciary solutions, as well as how it increases advisor productivity.

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Being an emotional support advisor

Having difficult conversations and being a "financial physician" with a good bedside manner can help win clients for life and encourage them to make good decisions.

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African-American market remains untapped for financial advisors

Scott Ford, president of wealth management at U.S. Bank, explains how wealth managers can expand into the African-American financial advisory market, as well as ways to close the wealth gap.

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Where MEPs and PEPs can fall short

Research shows that despite the fiduciary benefits of multiple employer plans, small-business owners are often unaware of them – but it may be too soon to judge the plans.

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Handling big tech outage requires personal touch

When all systems shut down, what should you do? Advisors weigh in.

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SEC approves spot-Ether ETFs, according to filings

Regulator yet to confirm but asset managers acknowledge latest crypto milestone.

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Despite geopolitical fears, it all starts with a plan

Eric Tepper, head of branch-based wealth at J.P. Morgan Wealth Management, says it's vital to stay alert to economic challenges while still investing for the long term.

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Firm fueled by 'Just One Client' mantra

Clients often leave a meeting feeling like their advisor is smart but that they haven't explained their investments very well, says Barry Glassman.

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Advisor takes $250 million practice to Ameriprise

John Cortale and team will work under a new name, Monumental Financial Planning.

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DAFgiving360 donors contribute over $6.6 billion to charities

Schwab's charitable giving initiative marks 31% increase from 2023.

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Wells Fargo says muni tax break at risk no matter who wins election

Silver lining is that limiting access to tax-exempt bonds boosts the value of existing muni debt, says strategist.

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Global IT outage 'wake-up call' for employers, business leaders: expert

Academic cites need to overhaul cybersecurity strategies.

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