InvestmentNews

InvestmentNews
Displaying 3990 results
Virginia credit union program exits CUNA for Ameriprise
YOUR PRACTICE PRACTICE MANAGEMENT JUL 13, 2022
Virginia credit union program exits CUNA for Ameriprise

The five-adviser, $335 million unit rebrands as VACU Investment Group.

Integrated Partners hires former BNY Mellon CIO
YOUR PRACTICE PRACTICE MANAGEMENT JUL 13, 2022
Integrated Partners hires former BNY Mellon CIO

Stephen Kolano will head investments for the firm’s integrated family office.

Merrill duo managing $300 million goes indie with Raymond James
NEWS BROKER DEALERS JUL 13, 2022
Merrill duo managing $300 million goes indie with Raymond James

Old Town Advisors in Albuquerque, New Mexico, is affiliating through OSJ Concurrent Advisors.

Protective launches variable annuity with deferral options
RETIREMENT RETIREMENT PLANNING JUL 12, 2022
Protective launches variable annuity with deferral options

The product, which has been branded Protective Aspirations, allows holders to maximize either retirement income or growth potential.

D.A. Davidson duo managing $428 million goes indie with Raymond James
NEWS ADVISOR MOVES JUL 12, 2022
D.A. Davidson duo managing $428 million goes indie with Raymond James

Father-son team operates as Anderson Wealth Management Group in Lake Oswego, Oregon.

Record flows into alternative funds
THE INVESTMENTNEWS PODCAST JUL 11, 2022
Record flows into alternative funds

Jeff talks to Bobby Blue, senior manager research analyst at Morningstar, about liquid alternative funds, ETFs and mutual funds. They discuss what’s driving flows, the fees involved, and red flags to look for with these investments.

Reslicing the profit pie at Wells Fargo
NEWS WIREHOUSES JUL 11, 2022
Reslicing the profit pie at Wells Fargo

If the pie keeps growing, wirehouse brokers probably won’t mind getting a relatively smaller slice.

LPL to acquire Boenning & Scattergood
NEWS BROKER DEALERS JUL 08, 2022
LPL to acquire Boenning & Scattergood

The Pennsylvania-based firm's 40 advisers, who manage $5 billion in assets, will become part of LPL's employee channel.

Sanctuary Wealth takes stake in GoalPath Solutions
RETIREMENT RETIREMENT PLANNING JUL 07, 2022
Sanctuary Wealth takes stake in GoalPath Solutions

The Kansas-based firm provides advice and education to participants of workplace retirement plans.

Rising Interest Rates: Good or Bad for Real Estate?
NEWS INDUSTRY NEWS JUL 07, 2022
Rising Interest Rates: Good or Bad for Real Estate?

At a time when investors are struggling with rising interest rates and falling equity values, Grubb Properties explains why multi-family residential real estate could offer an attractive alternative.