InvestmentNews

InvestmentNews
Displaying 3990 results
Merrill team managing $160 million joins Raymond James
NEWS BROKER DEALERS NOV 09, 2022
Merrill team managing $160 million joins Raymond James

Abbie Osterbur and Niralee Patel are joining the firm’s employee adviser channel in Champaign, Illinois.

Ameriprise, Dalton Education create military-oriented adviser certification
YOUR PRACTICE PRACTICE MANAGEMENT NOV 08, 2022
Ameriprise, Dalton Education create military-oriented adviser certification

The aim is to help more military members and their families reach financial goals.

Avantax attracted 74 indie advisers in third quarter
YOUR PRACTICE PRACTICE MANAGEMENT NOV 08, 2022
Avantax attracted 74 indie advisers in third quarter

The firm specializing in tax-related advice draws from advisers and accountants.

Bank brokers at former BancorpSouth switching to LPL
NEWS ADVISOR MOVES NOV 08, 2022
Bank brokers at former BancorpSouth switching to LPL

The unit overseeing almost $2.5 billion is joining the team at Cadence Bank, which was already affiliated with LPL.

Bluespring acquires Mississippi hybrid
NEWS RIAS NOV 08, 2022
Bluespring acquires Mississippi hybrid

WealthPartners, which oversees assets of $500 million, primarily focuses on high-net-worth individuals and families.

FusionIQ rolls out TAMP
YOUR PRACTICE FINTECH NOV 07, 2022
FusionIQ rolls out TAMP

The digital platform provides access to alternative investments and fixed income.

Raymond James launches professional network for veterans
NEWS RIAS NOV 07, 2022
Raymond James launches professional network for veterans

The Veteran Financial Advisors Network supports vets in developing their businesses and careers.

Advisers prefer digital experience provided by largest asset managers: J.D. Power
YOUR PRACTICE PRACTICE MANAGEMENT NOV 07, 2022
Advisers prefer digital experience provided by largest asset managers: J.D. Power

Smaller fund companies are struggling to differentiate their offerings, the survey finds.

Study finds US women reach retirement with 75% of men’s wealth level
RETIREMENT RETIREMENT PLANNING NOV 07, 2022
Study finds US women reach retirement with 75% of men’s wealth level

The report found that women in senior expert and leadership roles were found to have 62% of the accumulated wealth that their male counterparts enjoyed at retirement.

Rich Steinmeier sheds light on LPL's latest acquisition and the path ahead
THE INVESTMENTNEWS PODCAST NOV 07, 2022
Rich Steinmeier sheds light on LPL's latest acquisition and the path ahead

Bruce takes the pod solo this week as he's joined by Rich Steinmeier, managing director and divisional president at LPL Financial. Rich lets us in on the details of LPL's latest acquisition, the firm's plans for the future, and why he's so passionate about the company.