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Faith-based investing trend not stopping, says Aquinas Wealth CEO
VIDEOS IN THE NASDAQ NOV 01, 2023
Faith-based investing trend not stopping, says Aquinas Wealth CEO

Chris McMahon, CEO of Aquinas Wealth Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of faith-based investing and why the trend continues to grow.

Improving the client experience boosts the bottom line, says Equitable Advisors chairman
VIDEOS IN THE NASDAQ NOV 01, 2023
Improving the client experience boosts the bottom line, says Equitable Advisors chairman

David Karr, chairman of Equitable Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss ways that financial advisors can expand their practices and increase referrals by improving client experiences.

Jordan Belfort talks Wall Street, stock picking and his new book 'The Wolf of Investing'
VIDEOS IN THE NASDAQ NOV 01, 2023
Jordan Belfort talks Wall Street, stock picking and his new book 'The Wolf of Investing'

Jordan Belfort, author of 'The Wolf of Investing', sits down with InvestmentNews anchor Gregg Greenberg to discuss his new book, as well as his thoughts on the current state of Wall Street.

Creative Planning adds Mesirow’s retirement plan advisory team
NEWS RIAS OCT 31, 2023
Creative Planning adds Mesirow’s retirement plan advisory team

The corporate retirement group at Mesirow serves more than 350 plans that have about $13 billion in assets under advisement and management.

A year of profitability married with caution
YOUR PRACTICE PRACTICE MANAGEMENT OCT 26, 2023
A year of profitability married with caution

The InvestmentNews Advisor Benchmarking Study, produced in partnership with SEI, is based on data provided by independent financial advisory firms in an annual study that has run for more than a decade.

‘Impact investing goes deeper than trendy ESG funds’  
NEWS RIAS OCT 26, 2023
‘Impact investing goes deeper than trendy ESG funds’  

Michael Reynolds, whose Indiana-based RIA specializes in ESG investing, explains how he navigates greenwashing and what advisors can do to market themselves more effectively.

Last week to nominate the best advisors
NEWS INDUSTRY NEWS OCT 25, 2023
Last week to nominate the best advisors

InvestmentNews’ inaugural Top Advisors is closing this Friday.

Things you can’t do at your B-D: Build your own Trust Department
GO RIA PODCASTS OCT 25, 2023
Things you can’t do at your B-D: Build your own Trust Department

This week Chuck talks with James Combs, CEO of National Advisors Trust. Together they unpack the many options RIAs have to build and deploy a private labeled trust solution for their clients. In addition to this being an excellent solution for current clients… this is also a great way to connect with “Next Gen” clients to better ensure the KOCs (Kids of Clients) know who you are. This way, when the great “wealth transfer” happens, you will increase your chance of retaining AUM for multiple generations. Listen to the entire episode now.

How advisor’s ‘trial by fire’ taught him about deeper relationships 
YOUR PRACTICE PRACTICE MANAGEMENT OCT 25, 2023
How advisor’s ‘trial by fire’ taught him about deeper relationships 

'Volunteerism was the catalyst that helped my career,' says Sam Huszczo of SGH Wealth Management.

Mother-son team joins Equitable Advisors from Cetera
NEWS BROKER DEALERS OCT 25, 2023
Mother-son team joins Equitable Advisors from Cetera

The Marlton, New Jersey-based pair operate Schwartz Financial Services and oversee $175 million in assets.