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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.

Charitable giving is a win-win for advisors 
YOUR PRACTICE PRACTICE MANAGEMENT DEC 04, 2023
Charitable giving is a win-win for advisors 

Philanthropic discussions with clients over issues close to their hearts can only deepen that relationship.

Women Advisor Summit New York
EVENTS NOV 30, 2023
Women Advisor Summit New York

We invite women advisors and their allies to join us for the Women Advisor Summit, an event dedicated to the growth and success of women in the financial advice industry. Since 2015, InvestmentNews has created a unique forum where women advisors and those who support them can connect with each other and the latest ideas in practice management, career growth, and industry trends. You will return to your practice inspired with practical ideas, new tools and valuable connections with your peers and industry influencers. Get ready to enjoy a day of community, connection and even CE credits

RIA Labs - Direct Indexing
EVENTS NOV 30, 2023
RIA Labs - Direct Indexing

Direct indexing is increasingly seen as a game-changing investment strategy and a key aspect of an advisor’s portfolio management. However, despite the benefits, certain factors around implementation, maintenance, and investor suitability need to be considered. For the final edition of our 2024 RIA Lab series, we will shine spotlight on this important topic to dive deeper into what exactly direct indexing can achieve for your clients, the main advantages it can offer over traditional index funds, as well as exploring clear and practical use cases