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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

RIA Labs - Practice Valuation
EVENTS NOV 30, 2023
RIA Labs - Practice Valuation

What impacts the value of an RIA firm? This edition of our RIA Lab series will uncover the key factors and considerations that all practice owners should be aware of, from both the seller and buyer perspectives. Our panel of experts will enable you to effectively ‘look under the hood’ to understand how the growth, profit, and risk profiles of your practice can impact its value, how variables such as client demographics and advisor payout models should be handled, and the strategies that you can implement when looking to explore potential acquisition or expansion

RIA Labs - Custody Alternatives
EVENTS NOV 30, 2023
RIA Labs - Custody Alternatives

Advisory firms need to partner with custodians to safeguard assets and implement trades on behalf of their clients’ portfolios. The choice of who to affiliate with can have major implications for the overall business. While this choice has long been limited to the biggest market players, recent mergers in this space have driven interest in exploring the growing number of alternatives available. This virtual event will investigate these alternatives and what RIAs should be considering - from the technological capabilities to the pricing structures - when making this important business decision

Women Advisor Summit Chicago
EVENTS NOV 30, 2023
Women Advisor Summit Chicago

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 Activate New York
EVENTS NOV 30, 2023
RIA Activate New York

InvestmentNews’ RIA Activate series is the key in-person networking and troubleshooting platform for RIA business owners, practice managers, and operations leaders. Against a backdrop of an ever-changing business landscape, there’s never been a greater time for RIAs to come together to develop best practice management and engage with strategies that will help futureproof their firms, optimize their client services, bolster bottom lines and accelerate business growth.

Raymond James nabs California advisor from Morgan Stanley
NEWS BROKER DEALERS NOV 30, 2023
Raymond James nabs California advisor from Morgan Stanley

Jeffrey Olsen oversees nearly $200 million, operating as Olsen Wealth Management.

Fastest-Growing Fee-Only RIAs 2023 winners revealed
NEWS RIAS NOV 30, 2023
Fastest-Growing Fee-Only RIAs 2023 winners revealed

InvestmentNews celebrates 75 firms that have attracted significant assets since July 2020.

Helping women in tech align wealth with values
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 30, 2023
Helping women in tech align wealth with values

Waddell decided to focus on women in tech because, she says, 'I live in Seattle. Everybody works in tech.'