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InvestmentNews
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How will you rate your fund providers and investment research platforms?
NEWS INDUSTRY NEWS NOV 21, 2023
How will you rate your fund providers and investment research platforms?

Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of fund providers and research platforms.

'Adulting does suck, but we're here to support you'
NEWS RIAS NOV 20, 2023
'Adulting does suck, but we're here to support you'

Stoy Hall focuses on minimizing clients' financial worries, allowing them to concentrate on their families and wealth creation.

The curious case of FTX and bitcoin’s surge
YOUR PRACTICE PRACTICE MANAGEMENT NOV 20, 2023
The curious case of FTX and bitcoin’s surge

Many clients will see the legitimization provided by bitcoin ETFs as a reason to ask their advisors why they aren’t benefiting from the price increase.

Rate your technology providers now
YOUR PRACTICE FINTECH NOV 15, 2023
Rate your technology providers now

InvestmentNews begins its search for the top fund providers and investment research platforms in the industry.

Finra fines Haywood USA $175,000
NEWS BROKER DEALERS NOV 15, 2023
Finra fines Haywood USA $175,000

The regulator's settlement with the US unit of Canadian firm relates to sales of Canadian private placements.

Nitrogen names new CEO as Aaron Klein steps down
YOUR PRACTICE FINTECH NOV 14, 2023
Nitrogen names new CEO as Aaron Klein steps down

Dan Zitting, who succeeds Klein as CEO, is former president of Galvanize.

Father-son duo joins LPL from Ameriprise
NEWS BROKER DEALERS NOV 13, 2023
Father-son duo joins LPL from Ameriprise

The team at Melville, New York-based Zambri Financial will move into the first Linsco office on Long Island.

Leveraging technology to make advisor forms easier to manage
GO RIA PODCASTS NOV 08, 2023
Leveraging technology to make advisor forms easier to manage

There are many reasons why people choose to become advisors – filling out forms is NOT one of those reasons. During this episode, Chuck talks with Rich Walker, Founder & CEO of Quik Forms, about how advisors are leveraging technology to make processing forms more efficient and less time consuming.

Investors need to add more commodity exposure, says abrdn strategist
VIDEOS IN THE NASDAQ NOV 08, 2023
Investors need to add more commodity exposure, says abrdn strategist

Robert Minter, director of ETF investment strategy at abrdn, sits down with InvestmentNews anchor Gregg Greenberg to give his forecast for the direction of gold, oil, copper and other commodities.

Why advisors should consider adding option overlays to client portfolios
VIDEOS IN THE NASDAQ NOV 08, 2023
Why advisors should consider adding option overlays to client portfolios

Eric Metz, president of SpiderRock Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain the benefits of adding an option overlay to a client's portfolio.