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Don't expect surge in actively managed ETFs to stop anytime soon
VIDEOS IN THE NASDAQ OCT 04, 2023
Don't expect surge in actively managed ETFs to stop anytime soon

Alison Doyle, head of ETP listings at Nasdaq, sits down with InvestmentNews anchor Gregg Greenberg to discuss the surge in actively managed ETF listings and why she expects it to continue.

FPA E7: Mac Gardner, Executive Director, MNY Fraternity, Inc.
GO RIA ON LOCATION OCT 04, 2023
FPA E7: Mac Gardner, Executive Director, MNY Fraternity, Inc.

A fraternity for financial planners? Yup! Chuck & Mac talk about how Mac’s MNY Fraternity is setting out to create a community of next-gen planners.

Edelman buys $425M Oklahoma City RIA
NEWS RIAS OCT 03, 2023
Edelman buys $425M Oklahoma City RIA

Align Wealth Management, founded in 1994, also has an office in St. Petersburg, Florida.

FPA E6: David Blanchett, Head of Retirement Research, PGIM
GO RIA ON LOCATION OCT 03, 2023
FPA E6: David Blanchett, Head of Retirement Research, PGIM

Chuck & David talk about the “A-Word” – annuities. They unpack how annuities have evolved from “dirty word” to most useful tool in the commission-free RIA space.

Nominations for Top Advisors 2024 now open
NEWS INDUSTRY NEWS OCT 03, 2023
Nominations for Top Advisors 2024 now open

InvestmentNews begins its inaugural search for the Top Advisors in the industry.

Team overseeing $1B jumps to LPL Financial
NEWS BROKER DEALERS OCT 02, 2023
Team overseeing $1B jumps to LPL Financial

The trio of advisors will operate as PB FAM Private Wealth in Atlanta.

FPA E5: Sonya Dreizler, Co-Founder, Choir
GO RIA ON LOCATION OCT 02, 2023
FPA E5: Sonya Dreizler, Co-Founder, Choir

Chuck & Sonia talk about DEI and “The Reluctant Entrepreneur” – these are advisors that used the RIA channel to create a DEI friendly environment for themselves and other advisors.

Coldstream adds wealth firm and accounting firm
NEWS RIAS OCT 02, 2023
Coldstream adds wealth firm and accounting firm

The two Kirkland, Washington-based firms will expand Coldstream’s business in the Pacific Northwest.

FPA E4: Christian Nwasike, Chairman of the Board of Directors, Association of African-American Financial Advisors
GO RIA ON LOCATION OCT 01, 2023
FPA E4: Christian Nwasike, Chairman of the Board of Directors, Association of African-American Financial Advisors

Chuck & Christian talk about the great work Christian is doing at “Quad A” – the Association of African-American Financial Advisors

FPA E3: Diana Cabrices, Founder, Diana Cabrices Consulting
GO RIA ON LOCATION SEP 30, 2023
FPA E3: Diana Cabrices, Founder, Diana Cabrices Consulting

Chuck & Diana talk RIA marketing and compare / contrast how it is to market yourself in the RIA world vs the BD world.