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Raymond James adds $300 million advisor from Merrill
NEWS BROKER DEALERS AUG 22, 2023
Raymond James adds $300 million advisor from Merrill

Burdette Park will launch eponymous firm in Louisville, Kentucky.

LPL adds UnionBanc advisor managing $385 million
NEWS BROKER DEALERS AUG 22, 2023
LPL adds UnionBanc advisor managing $385 million

Matthew Holbrook is joining Linsco and will launch Coastline Wealth Advisory in Irvine, California.

Finra names new head of enforcement
YOUR PRACTICE PRACTICE MANAGEMENT AUG 21, 2023
Finra names new head of enforcement

Bill St. Louis, a long-time Finra executive, succeeds Christopher Kelly, who had served as acting head of enforcement since February.

Who are this year’s 'hottest'?
NEWS INDUSTRY NEWS AUG 21, 2023
Who are this year’s 'hottest'?

InvestmentNews is calling for entries for its inaugural Hot List showcase

Goldman Sachs considers selling part of wealth business
NEWS RIAS AUG 21, 2023
Goldman Sachs considers selling part of wealth business

Potential sale of RIA unit comes with CEO David Solomon’s acumen and character under the spotlight.

Preparing for clients’ cognitive decline
RETIREMENT RETIREMENT PLANNING AUG 21, 2023
Preparing for clients’ cognitive decline

Financial advisors often find themselves on the front lines of an effort to protect clients’ lifetime savings and investments from the consequences of impaired mental capacity.

Could impact investing be the answer to the ESG debate?
VIDEOS IN THE NASDAQ AUG 16, 2023
Could impact investing be the answer to the ESG debate?

AlTi Global managing director Jed Emerson sits down with InvestmentNews anchor Gregg Greenberg to discuss why impact investing is the ideal solution for investors seeking to invest with a purpose.

Smaller wealth managers using Gen AI to punch above their weight, says Accenture strategist
VIDEOS IN THE NASDAQ AUG 16, 2023
Smaller wealth managers using Gen AI to punch above their weight, says Accenture strategist

Accenture strategist Scott Reddel sits down with InvestmentNews anchor Gregg Greenberg to discuss how wealth managers will be using Generative AI capabilities in the future to build their businesses.

Entries are now open for IN’s hottest issue
NEWS INDUSTRY NEWS AUG 16, 2023
Entries are now open for IN’s hottest issue

INW launches its inaugural search for the industry’s “hottest” professionals.

R&D spending a prime metric for stock outperformance, says IndexIQ CIO
VIDEOS IN THE NASDAQ AUG 16, 2023
R&D spending a prime metric for stock outperformance, says IndexIQ CIO

IndexIQ CIO Sal Bruno sits down with InvestmentNews anchor Gregg Greenberg to explain why research and development expenditure is an often-overlooked metric for investors seeking to outperform the market.