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InvestmentNews Podcast: Big picture look at RIA M&A
NEWS INDUSTRY NEWS OCT 04, 2020
InvestmentNews Podcast: Big picture look at RIA M&A

Mark Bruno of Echelon provides a detailed look at mergers and acquisitions in the RIA space

Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson
INVESTING MUTUAL FUNDS OCT 02, 2020
Trian Fund Management takes 9.9% stakes in Invesco, Janus Henderson

Fund reportedly sees opportunities in consolidating asset management business

Fidelity adds $148 billion in plan assets through July
RETIREMENT RETIREMENT PLANNING OCT 02, 2020
Fidelity adds $148 billion in plan assets through July

Fund giant says it now serves 24,400 plans and $2.5 trillion in assets

Four bank advisers managing $678 million affiliate with Raymond James
NEWS BROKER DEALERS OCT 02, 2020
Four bank advisers managing $678 million affiliate with Raymond James

Scott Southerland, Jeff Cox, Mark Whitley and Josh Holby move to Pinnacle

Third-quarter RIA deals break a record
NEWS RIAS OCT 02, 2020
Third-quarter RIA deals break a record

Transactions during the quarter totaled 55, with many involving ‘professional’ buyers, Echelon reports

Ann Senne – Head of Advice & Solutions, RBC Wealth Management
YOUR PRACTICE PRACTICE MANAGEMENT OCT 02, 2020
Ann Senne – Head of Advice & Solutions, RBC Wealth Management

In the latest episode of the Her Success Matters podcast, Christine Shaw interviews Ann Senne, one of the 2020 InvestmentNews Women to Watch, about economic and gender diversity in financial services

Would a Democratic win impact financial regulations?
NEWS REGULATION AND LEGISLATION OCT 02, 2020
Would a Democratic win impact financial regulations?

On this week's InvestmentNews Podcast, Jeff Benjamin and Bruce Kelly discuss whether financial regs will be affected if Democrats win the election

InvestmentNews 2019 Women to Watch Awards
NEWS INDUSTRY NEWS OCT 01, 2020
InvestmentNews 2019 Women to Watch Awards

These motivational women explain the importance of supporting other women within the industry

First blank-check ETF debuts
INVESTING MUTUAL FUNDS OCT 01, 2020
First blank-check ETF debuts

The new fund gives investors a chance to participate in one of the hottest areas of the stock market

Focus Financial takes stake in $1.6 billion RIA
NEWS RIAS OCT 01, 2020
Focus Financial takes stake in $1.6 billion RIA

Fairway Wealth Management will become the second Focus firm in Ohio