InvestmentNews

InvestmentNews
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NEWS RIAS FEB 01, 2017
Boston-area acquisition creates $4.7 billion RIA

Adviser Investments buys Braver Wealth Management, creating 80-person firm

NEWS INDUSTRY NEWS FEB 01, 2017
Edward Scissorhands slices into business manager with fiduciary lawsuit

In a lawsuit that has ramifications for financial advisers actor Johnny Depp has sued his former business managers, The Management Group, claiming that the firm engaged in gross mismanagement, self-dealing and fraud.

2016 Innovator: Shirl Penney
NEWS RIAS JAN 19, 2017
2016 Innovator: Shirl Penney

The firm he founded, Dynasty, is focused on the specialized needs of top RIAs across the country.

YOUR PRACTICE WOMEN ADVISOR COMMUNITY NOV 20, 2016
Women-owned advisory firms outperform their peers

Firms majority owned by women in <i>InvestmentNews</i> study were more likely to be top performers &#8211; and to staff more women.

RETIREMENT RETIREMENT PLANNING JUN 19, 2016
Skeptical advisers should reexamine their attitudes toward reverse mortgages

Most of the loans' issues have been solved, or at least ameliorated.

Good News: FPA has attracted 1,600 students to its “externship” program
NEWS INDUSTRY NEWS FEB 24, 2015
Good News: FPA has attracted 1,600 students to its “externship” program

Hannah Moore of Guiding Wealth describes how the Financial Planning Association is helping students experience the financial advice business without internships this year

COVID-19: Standing at the crossroads of health and wealth
RETIREMENT RETIREMENT PLANNING FEB 24, 2015
COVID-19: Standing at the crossroads of health and wealth

Joe Boan of Transamerica joins Mary Beth Franklin to discuss how challenges of a public health pandemic and its devastating impact on our economy will impact advisers, clients and their nest egg.

YOUR PRACTICE FINTECH FEB 10, 2015
Envestnet

YOUR PRACTICE FINTECH FEB 10, 2015
Orion Advisor Solutions

By the Numbers: ESG investing
INVESTING MUTUAL FUNDS FEB 10, 2015
By the Numbers: ESG investing

Are advisers misunderstanding why investors seek out sustainable investments?