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10 IBDs with the highest portion of female reps in 2022
NEWS BROKER DEALERS MAY 08, 2023
10 IBDs with the highest portion of female reps in 2022

Women are underrepresented in the advice industry, but at some independent broker-dealers, they make up a significant portion of the producing reps.

AmeriFlex Group rolls out proprietary planning solution
NEWS RIAS MAY 05, 2023
AmeriFlex Group rolls out proprietary planning solution

AmeriFlex Premier+ will allow advisory firm clients to look at possible future outcomes that could result from their planning decisions.

Illinois RIA joins LPL from Securities America
NEWS RIAS MAY 04, 2023
Illinois RIA joins LPL from Securities America

Thomas Reynolds and Kathleen Gfrorer of Oakbrook-based Landmark Capital are closing their RIA to join LPL’s corporate RIA.

10 IBDs with the highest average payouts in 2022
NEWS BROKER DEALERS MAY 04, 2023
10 IBDs with the highest average payouts in 2022

InvestmentNews Research identifies the independent broker-dealers whose reps took home the highest average payouts last year.

China reopening offers 'tailwind' for international stock investors
VIDEOS IN THE NASDAQ MAY 03, 2023
China reopening offers 'tailwind' for international stock investors

Ray Vars, portfolio specialist at Harding Loevner, joins InvestmentNews anchor Gregg Greenberg in the Nasdaq to discuss investment opportunities in international and emerging market stocks.

Not all commercial real estate's the same, says Realized CEO
VIDEOS IN THE NASDAQ MAY 03, 2023
Not all commercial real estate's the same, says Realized CEO

Realized CEO David Wieland sits down with InvestmentNews anchor Gregg Greenberg to discuss the state of commercial real estate and how investors can gain exposure to the asset class.

BDCs, direct lending offer clear portfolio benefits, says Blue Owl co-founder
VIDEOS IN THE NASDAQ MAY 03, 2023
BDCs, direct lending offer clear portfolio benefits, says Blue Owl co-founder

Blue Owl Capital co-founder Craig Packer sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of adding direct lending to a portfolio, as well as why BDCs are valuable investment vehicles for investors seeking higher yields.

LPL adds Stifel advisor overseeing $300 million
NEWS BROKER DEALERS MAY 03, 2023
LPL adds Stifel advisor overseeing $300 million

Nate Carlon is based in Scottsdale, Arizona, and operates as Carlon Wealth Advisors.

10 fastest-growing IBDs in 2022
NEWS BROKER DEALERS MAY 03, 2023
10 fastest-growing IBDs in 2022

Independent broker-dealers managed to overcome the stock market’s slide last year with help from rising rates. Here’s a list of the firms that grew most rapidly.

Matt Sonnen joins Coldstream Wealth Management as chief operating officer
NEWS RIAS MAY 02, 2023
Matt Sonnen joins Coldstream Wealth Management as chief operating officer

Sonnen, founder of consulting firm PFI Advisors, will work on improving Coldstream's back-office operations.