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Firm founder cites industry’s treatment of women
NEWS RIAS DEC 07, 2023
Firm founder cites industry’s treatment of women

'I watched men get the advantage in so many ways,' Cathy Curtis says. 'And I got really tired of that myself.'

LPL lands advisor managing $165M at Cetera
NEWS BROKER DEALERS DEC 07, 2023
LPL lands advisor managing $165M at Cetera

New Jersey-based Frank Cangelosi will align with Gladstone Wealth Partners.

Mercer announces two deals in as many days
NEWS RIAS DEC 06, 2023
Mercer announces two deals in as many days

RIA aggregator acquired $495M Paragon Wealth Strategies and $95M Brighton Financial Planning.

Last call for votes: 5-Star Fund Providers and 5-Star Research Platforms
NEWS INDUSTRY NEWS DEC 06, 2023
Last call for votes: 5-Star Fund Providers and 5-Star Research Platforms

InvestmentNews’ inaugural 5-Star Fund Providers and 5-Star Research Platforms is closing this Friday.

Obesity drugmakers among top ESG stocks for 2024, says CIO of Mirova US
VIDEOS IN THE NASDAQ DEC 06, 2023
Obesity drugmakers among top ESG stocks for 2024, says CIO of Mirova US

Jens Peers, chief investment officer at Mirova US, sits down with InvestmentNews anchor Gregg Greenberg to name his favorite sustainable stocks heading into 2024, as well as discuss the backlash to ESG investing.

Private capital will remain popular in 2024, says BMO Family Office CIO
VIDEOS IN THE NASDAQ DEC 06, 2023
Private capital will remain popular in 2024, says BMO Family Office CIO

Carol Schleif, chief investment officer at BMO Family Office, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors should manage generational wealth, especially with potential tax and regulatory changes in 2024.

Fixed income, foreign stocks offer big opportunities in 2024
VIDEOS IN THE NASDAQ DEC 06, 2023
Fixed income, foreign stocks offer big opportunities in 2024

Brian Vendig, president of MJP Wealth Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain how investors should allocate their investment portfolios heading into 2024.

Raymond James nabs two wirehouse advisors in South Florida
NEWS BROKER DEALERS DEC 05, 2023
Raymond James nabs two wirehouse advisors in South Florida

Pam Mitchell joins from UBS in Naples and Vijay Baxter from Morgan Stanley in Aventura.

Top Regional Fee-Only RIAs 2023 winners revealed
NEWS RIAS DEC 04, 2023
Top Regional Fee-Only RIAs 2023 winners revealed

InvestmentNews celebrates 100 leading firms who have established themselves as trusted partners for clients

Indiana-based hybrid hires former Wells Fargo exec
NEWS RIAS DEC 04, 2023
Indiana-based hybrid hires former Wells Fargo exec

John Peluso retired in September as head of Wells Fargo’s clearing operations, and earlier presided over FiNet.