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InvestmentNews
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LPL nabs $320M duo from Centaurus Financial
NEWS BROKER DEALERS JAN 29, 2024
LPL nabs $320M duo from Centaurus Financial

Las Vegas-based Latus Group was founded by a former police officer.

The Top Financial Advisors in the USA
BEST IN WEALTH JAN 29, 2024
The Top Financial Advisors in the USA

Elevating their firms to new heights, 2024’s Top Advisors are at the peak of their powers boosting AUM levels and attracting greater numbers of clients.

What is the future of advice?
NEWS INDUSTRY NEWS JAN 29, 2024
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.

Betterment at Work offers student-loan matching in 401(k)s
RETIREMENT RETIREMENT PLANNING JAN 26, 2024
Betterment at Work offers student-loan matching in 401(k)s

The product arrives as a provision of the SECURE 2.0 Act goes into effect that makes workers' qualified student loan repayments eligible for 401(k) matching contributions from their employers.

NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms
YOUR PRACTICE FINTECH JAN 26, 2024
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.

Allworth adds two firms with combined $621M in AUM
NEWS RIAS JAN 24, 2024
Allworth adds two firms with combined $621M in AUM

Four advisors and three staffers will join Allworth as a result of the acquisitions.

Bull run not dimming demand for alternatives, says iCapital CEO
VIDEOS IN THE NASDAQ JAN 24, 2024
Bull run not dimming demand for alternatives, says iCapital CEO

Lawrence Calcano, CEO of iCapital, sits down with InvestmentNews anchor Gregg Greenberg to explain why demand for alternative investments, especially private credit, continues to increase even as publicly traded stocks surge.

Will M&A in the RIA industry stay hot in 2024?
VIDEOS IN THE NASDAQ JAN 24, 2024
Will M&A in the RIA industry stay hot in 2024?

Leo Kelly, CEO of Verdence Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to offer his views on the current state of the RIA industry, as well as his outlook for M&A in the face of higher rates.

Defense, Japanese stocks will stay strong in 2024, says Federated Hermes portfolio manager
VIDEOS IN THE NASDAQ JAN 24, 2024
Defense, Japanese stocks will stay strong in 2024, says Federated Hermes portfolio manager

Rich Winkowski, head of the international equity team at Federated Hermes, sits down with InvestmentNews anchor Gregg Greenberg to discuss his outlook for foreign stocks, focusing on the defense sector and the strength in Japanese equities.

Don't count on geopolitics to tame bull run, says Interactive Brokers strategist
VIDEOS IN THE NASDAQ JAN 24, 2024
Don't count on geopolitics to tame bull run, says Interactive Brokers strategist

Steve Sosnick, chief strategist at Interactive Brokers, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook on earnings, the bull market and whether geopolitical worries will impact stocks.