InvestmentNews

InvestmentNews
Displaying 3993 results
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.

Is now the perfect time for a contrarian play on Chinese stocks?
VIDEOS IN THE NASDAQ OCT 24, 2023
Is now the perfect time for a contrarian play on Chinese stocks?

Ben Harburg, portfolio manager at Core Values Alpha, sits down with InvestmentNews anchor Gregg Greenberg to explain why now is the perfect time to invest in Chinese stocks despite all the geopolitical concerns.

Why the time is right to start buying small-cap growth stocks
VIDEOS IN THE NASDAQ OCT 24, 2023
Why the time is right to start buying small-cap growth stocks

Chris Retzler, portfolio manager of the Needham Small Cap Growth Fund, sits down with InvestmentNews anchor Gregg Greenberg to explain why now is a good time to shop for small-cap stocks, especially in the semiconductor space.

How authentic style helps clients turn dreams into reality
YOUR PRACTICE PRACTICE MANAGEMENT OCT 24, 2023
How authentic style helps clients turn dreams into reality

Emlen Miles-Mattingly of Gen Next Wealth knows financial planning is as much about values and relationships as it is about numbers and strategies.     

How social media powered millennial-focused practice
NEWS RIAS OCT 23, 2023
How social media powered millennial-focused practice

Thomas Kopelman believes in the power of social media to allow advisors to connect with clients genuinely seeking financial guidance.

Are advisors getting the short end of profit pie?
YOUR PRACTICE PRACTICE MANAGEMENT OCT 23, 2023
Are advisors getting the short end of profit pie?

The disparity in fortunes between the leaders and those at the coalface is striking.

Sequoia Financial acquires Nashville firm managing $930M
NEWS RIAS OCT 20, 2023
Sequoia Financial acquires Nashville firm managing $930M

M Capital Advisors, founded in 1993, provides portfolio management for individuals and institutions.

Merrill team overseeing $1.37B jumps to RBC
NEWS ADVISOR MOVES OCT 19, 2023
Merrill team overseeing $1.37B jumps to RBC

The Miami-based Ruccio Group focuses on ultra-high-net-worth clients.