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Institutional investors less confident about meeting return targets
NEWS INDUSTRY NEWS OCT 13, 2021
Institutional investors less confident about meeting return targets

Yield generation is the top challenge, a Fidelity survey shows; 40% of those surveyed say they have to take on more risk to achieve the same returns.

FiNet rep managing $175 million moves to LPL
NEWS BROKER DEALERS OCT 13, 2021
FiNet rep managing $175 million moves to LPL

Guy Rodgers Private Wealth Strategies is based in Mansfield, Texas.

Halo Investing raises $100 million
INVESTING ALTERNATIVES OCT 12, 2021
Halo Investing raises $100 million

The platform, which provides structured notes, annuities and other investments, plans to use the funds to expand its product offerings.

Vestwell names Rob Molchon CTO
RETIREMENT RETIREMENT PLANNING OCT 12, 2021
Vestwell names Rob Molchon CTO

The digital record-keeping platform also promoted Ryan Anderson to chief product officer.

Adviser overseeing $280 million moves to Arkadios
NEWS RIAS OCT 12, 2021
Adviser overseeing $280 million moves to Arkadios

Ricky Moore’s Oak Financial Group in Angleton, Texas, had been with Sagepoint for seven years.

Jackson National introduces index-linked annuities
RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 11, 2021
Jackson National introduces index-linked annuities

The insurance provider has created versions of the new product for commission-based and fee-based advisers.

Morgan Stanley rep managing $200 million goes indie with LPL
NEWS BROKER DEALERS OCT 11, 2021
Morgan Stanley rep managing $200 million goes indie with LPL

The financial adviser Douglas Chin has affiliated with the independent broker-dealer through Gladstone Wealth Partners in Red Bank, New Jersey

Karen Barr from the Investment Adviser Association and what's new in account aggregation
THE INVESTMENTNEWS PODCAST OCT 11, 2021
Karen Barr from the Investment Adviser Association and what's new in account aggregation

Karen Barr, CEO of the Investment Adviser Association joins Bruce, flying solo today as Jeff hosts our own RIA Summit, to chat all things advisory business. Nicole Casperson joins Bruce to discuss how tech is reshaping account aggregation.

Anticipating the future direction of the business
RETIREMENT RETIREMENT PLANNING OCT 11, 2021
Anticipating the future direction of the business

As lawmakers called on Wells Fargo to be broken up last month, retirees and near-retirees are focusing less on wealth aspects of retirement.

Savant sells minority stake to Kelso & Co.
NEWS RIAS OCT 07, 2021
Savant sells minority stake to Kelso & Co.

The Rockford, Illinois-based RIA says the infusion of capital from the private investment firm will bolster its acquisitions and growth strategy.