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Black Americans more engaged with investing,  especially outside the mainstream
RETIREMENT PLANNING APR 05, 2022
Black Americans more engaged with investing, especially outside the mainstream

Black Americans increasingly turn to newer types of assets, like cryptocurrency, that are less likely to be associated with structural discrimination, according to a study from Ariel and Schwab.

Flat fees gain traction among advisers critical of asset-based pricing
RIAS APR 05, 2022
Flat fees gain traction among advisers critical of asset-based pricing

While the financial planning industry clings to the more lucrative asset-based fee model, a steady push toward flat fees is gaining steam.

Diversity, Equity & Inclusion 2022 Lifetime Achievement Winner: Eddie C. Brown
PRACTICE MANAGEMENT APR 04, 2022
Diversity, Equity & Inclusion 2022 Lifetime Achievement Winner: Eddie C. Brown

As Brown Capital Management has grown, founder Eddie Brown has also seen his appreciation for being able to 'pay it forward' grow as well.

Introducing the 2022 Excellence in Diversity, Equity & Inclusion honorees
PRACTICE MANAGEMENT APR 04, 2022
Introducing the 2022 Excellence in Diversity, Equity & Inclusion honorees

InvestmentNews is proud to present our fifth annual Excellence in Diversity, Equity and Inclusion Award individual winners and firm finalists. The 15 individuals and 15 firms are superstars when it comes to boosting awareness of the need and the importance of creating a more diverse financial advice profession.

Our industry is not reading the room
OPINION APR 04, 2022
Our industry is not reading the room

Here are 5 steps financial advisers can take to promote diversity, inclusion and belonging.

Social Security rules when widows remarry
RETIREMENT PLANNING APR 01, 2022
Social Security rules when widows remarry

Survivor benefits can continue for those who wait until they're 60 to wed.

Morningstar ranks best and worst robo-advisers
FINTECH APR 01, 2022
Morningstar ranks best and worst robo-advisers

The latest study from the financial services firm found that top advice-oriented providers offer fairly comprehensive planning tools, ranging from online advice only to one-on-one human financial advisers who are just a phone call away. 

Robinhood nears debut of retirement accounts
RETIREMENT PLANNING MAR 31, 2022
Robinhood nears debut of retirement accounts

The company has begun adding support for individual retirement accounts and Roth IRAs within its app, as well as pension accounts.

Schwab launches direct indexing
FINTECH MAR 31, 2022
Schwab launches direct indexing

Schwab Personalized Indexing will bring the benefits of direct indexing, like better tax management and portfolio management capabilities, to a wider spectrum of investors and advisers.

J.P. Morgan's remote advice offering takes shape
FINTECH MAR 31, 2022
J.P. Morgan's remote advice offering takes shape

J.P. Morgan hired Boaz Lahovitsky from Vanguard in 2020 to oversee the call center and video conferencing program.

Taxing financial planning services is not the answer
OPINION MAR 30, 2022
Taxing financial planning services is not the answer

Proposed legislation in Kentucky that would tax services including financial planning and investment management could significantly harm the way Kentuckians save and plan for retirement.

Women-owned $220 million hybrid shifts to Commonwealth from Triad
ADVISOR MOVES MAR 30, 2022
Women-owned $220 million hybrid shifts to Commonwealth from Triad

Four-adviser Stonebridge Financial Planning Group, which is based in Orlando, Florida, specializes in working with women in transition.

Financial help a top concern for aspiring advisers
FINTECH MAR 30, 2022
Financial help a top concern for aspiring advisers

A new survey of some 4,300 financial advisers and students found that a lack of financial assistance was the No. 1 barrier to entry into the industry, with nearly half of the respondents citing finances as a top concern.

Attracting new clients is the key to increasing value
OPINION MAR 30, 2022
Attracting new clients is the key to increasing value

The most productive use of an adviser's time is not spending it with current clients, it's attracting new ones.

Riskalyze doubles down on fixed-income analysis
ALTERNATIVES MAR 30, 2022
Riskalyze doubles down on fixed-income analysis

The risk-analysis platform plans to more than double its bond coverage by adding 800,000 more individual bonds this year.

Payout grids for independent broker-dealers
BROKER DEALERS MAR 30, 2022
Payout grids for independent broker-dealers

See the payout grids for 49 IBDs, based on data the firms provided to InvestmentNews Research.

Helping clients tune out 'investment noise'
OPINION MAR 30, 2022
Helping clients tune out 'investment noise'

Outside information about investing and markets can unsettle clients, and an important part of the job is encouraging them to tune that out.

Goldman Sachs to acquire retirement plan robo NextCapital
RETIREMENT PLANNING MAR 29, 2022
Goldman Sachs to acquire retirement plan robo NextCapital

The company's asset management unit already supervises a total of $350 billion in assets in defined-benefit and defined-contribution accounts and will utilize the acquisition to provide new digital tools to customers. 

Advisers place little faith in Biden's 'billionaire tax'
RETIREMENT PLANNING MAR 29, 2022
Advisers place little faith in Biden's 'billionaire tax'

The proposal, which goes after households worth at least $100 million, enters unprecedented territory by trying to tax unrealized gains.

Orion launches platform for services and M&A connections
FINTECH MAR 29, 2022
Orion launches platform for services and M&A connections

The service, called the Orion Network, offers advisers access to preferred rates from more than 100 third-party service providers.