InvestmentNews

InvestmentNews
Displaying 3990 results
Hub International acquires retirement consulting firm
RETIREMENT RETIREMENT PLANNING NOV 07, 2023
Hub International acquires retirement consulting firm

Renaissance Benefit Advisors Group focuses on helping plan sponsors with their fiduciary responsibilities.

Team from United Planners jumps to LPL
NEWS BROKER DEALERS NOV 06, 2023
Team from United Planners jumps to LPL

Georgia-based GER Loftin Wealth Advisors oversees $225 million in client assets.

2023 Women to Watch Portfolio Manager of the Year 
INVESTING ETFS NOV 06, 2023
2023 Women to Watch Portfolio Manager of the Year 

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Portfolio Manager of the Year category.

2023 Women to Watch Allyship Champion of the Year
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 06, 2023
2023 Women to Watch Allyship Champion of the Year

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Allyship Champion of the Year category.

2023 Women to Watch Trailblazer of the Year
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 06, 2023
2023 Women to Watch Trailblazer of the Year

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Trailblazer of the Year category.

2023 Women to Watch Rising Star of the Year 
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 06, 2023
2023 Women to Watch Rising Star of the Year 

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Rising Star of the Year category.

Biden perpetuates advisor tropes, but end goal is valiant
NEWS OPINION NOV 06, 2023
Biden perpetuates advisor tropes, but end goal is valiant

The president's deal in describing a few bad apples risks tarring the whole industry with the same brush.

Alexandra Lebenthal joins Rockefeller
YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 01, 2023
Alexandra Lebenthal joins Rockefeller

Third-generation Wall Streeter will continue focus on women-led businesses.

Choreo acquires $8.1B wealth management unit of accounting firm BDO
NEWS RIAS NOV 01, 2023
Choreo acquires $8.1B wealth management unit of accounting firm BDO

Thirty-three employees will join Choreo from BDO, including 17 advisors; the deal also adds seven locations to Choreo's network.

Author Joe Nocera explains the long-term financial impact of Covid and 'The Big Fail'
VIDEOS IN THE NASDAQ NOV 01, 2023
Author Joe Nocera explains the long-term financial impact of Covid and 'The Big Fail'

Joe Nocera, co-author of 'The Big Fail,' sits down with InvestmentNews anchor Gregg Greenberg to discuss his new book illuminating the long-term economic, financial and political impacts of the pandemic.