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InvestmentNews
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Had a bad year? It could’ve been worse
INVESTING ALTERNATIVES DEC 19, 2022
Had a bad year? It could’ve been worse

2022 was marked by soaring inflation and a sinking stock market, but it had some redeeming features, including the fact that increasingly fee-based revenues make it easier for advisory firms to weather such storms.

Lincoln Financial launches financial wellness marketplace
RETIREMENT RETIREMENT PLANNING DEC 16, 2022
Lincoln Financial launches financial wellness marketplace

The first service offered in the marketplace will connect plan participants to student debt solutions.

No 2022 capital gains on Schwab exchange-traded funds
INVESTING MUTUAL FUNDS DEC 16, 2022
No 2022 capital gains on Schwab exchange-traded funds

The asset manager announced that all 29 of its ETFs will avoid such distributions this year.

Wealth Enhancement Group adds $523 million hybrid
NEWS RIAS DEC 16, 2022
Wealth Enhancement Group adds $523 million hybrid

BFS Wealth Management is a hybrid RIA in Iselin, New Jersey, and will be Wealth Enhancement Group's 12th office in the tristate region.

Adviser coach awards $50,000 in scholarships
YOUR PRACTICE PRACTICE MANAGEMENT DEC 15, 2022
Adviser coach awards $50,000 in scholarships

The grants from Stephanie Bogan will support training for diverse advisers.

‘IN the Nasdaq’ with Jon Hilsenrath, author of 'Yellen'
VIDEOS IN THE NASDAQ DEC 15, 2022
‘IN the Nasdaq’ with Jon Hilsenrath, author of 'Yellen'

Jon Hilsenrath sits down with InvestmentNews anchor Gregg Greenberg to discuss his new book, 'Yellen: The Trailblazing Economist Who Navigated an Era of Upheaval.'

Robertson Stephens acquires two RIAs
NEWS RIAS DEC 15, 2022
Robertson Stephens acquires two RIAs

The deals add $370 million in AUM through LFS Wealth Advisors, Vodia Capital.

‘IN the Nasdaq’ with Lisa Shalett, chief investment officer for wealth management at Morgan Stanley
VIDEOS IN THE NASDAQ DEC 14, 2022
‘IN the Nasdaq’ with Lisa Shalett, chief investment officer for wealth management at Morgan Stanley

Lisa Shalett of Morgan Stanley sits down with InvestmentNews anchor Gregg Greenberg to discuss her outlook for equities and fixed income in 2023, as well as her views on the economy and potential Fed moves in the coming year.

Spouting Rock to acquire Stewart Asset Management
NEWS RIAS DEC 14, 2022
Spouting Rock to acquire Stewart Asset Management

The existing Stewart investment team, including founder-strategist Bill Stewart, will stay on after the acquisition.

Edelman acquires $210 million California RIA
NEWS RIAS DEC 14, 2022
Edelman acquires $210 million California RIA

Erman Retirement Advisory, which was founded in 2000 by Howard Erman, serves more than 200 clients.