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2020 Innovators: Catherine Berman
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovators: Catherine Berman

CNote, CEO and Co-founder

2020 Innovator: Brian Hamburger
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Brian Hamburger

MarketCounsel, Founder, President & CEO

2020 Innovator: Barry Ritholtz
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Barry Ritholtz

Ritholtz Wealth Management, Founder, Chair and Chief Investment Officer

2020 Innovator: Alan Moore
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Alan Moore

XY Planning Network, CEO and Co-founder

2020 Innovator: Aaron Klein
PRACTICE MANAGEMENT FEB 22, 2021
2020 Innovator: Aaron Klein

Riskalyze, CEO and Co-founder

2020 Icon: Judson Bergman
PRACTICE MANAGEMENT FEB 22, 2021
2020 Icon: Judson Bergman

Envestnet, Founder

Adviser managing $315 million at Wells Fargo goes indie with LPL
BROKER DEALERS FEB 22, 2021
Adviser managing $315 million at Wells Fargo goes indie with LPL

Richard Pakes starts CVG Wealth Management in Santa Barbara, California

Adapting advisers’ marketing to a new era
OPINION FEB 22, 2021
Adapting advisers’ marketing to a new era

New regulations and the changing technological and media landscape raise many vexing and interrelated questions for advisers, their firms and the investing public.

All things tech
FINTECH FEB 22, 2021
All things tech

Among the many things made plain in 2020 was that tech is not just prominent, it is essential, and a keen grasp of technology is essential to the next stage of the market.

Attracting Next Gen clients will require advisers heed three trends
FINTECH FEB 19, 2021
Attracting Next Gen clients will require advisers heed three trends

Tech-driven personalization, enhanced user experiences, and ESG served as key themes during InvestmentNews’ inaugural Next Gen Summit.

Larry Kudlow joins The Bahnsen Group as an adviser
RIAS FEB 19, 2021
Larry Kudlow joins The Bahnsen Group as an adviser

Firm head and former Trump economic adviser share ‘love of free markets’

Advisers agree: It’s time to stop ignoring Bitcoin
FINTECH FEB 18, 2021
Advisers agree: It’s time to stop ignoring Bitcoin

Bitcoin's rally and an increase in institutional adoption amplify the need for advisers to educate themselves on cryptocurrencies.

Warren presses Finra to review whether forced arbitration harms Robinhood customers
FINTECH FEB 18, 2021
Warren presses Finra to review whether forced arbitration harms Robinhood customers

'Investors harmed by Robinhood’s trading restrictions should be able to argue their case in court, rather than in closed-door proceedings that are too often rigged against claimants,' Warren wrote in a letter to Finra CEO Robert W. Cook.

Two FiNet teams managing $1.06 billion move to Raymond James
BROKER DEALERS FEB 18, 2021
Two FiNet teams managing $1.06 billion move to Raymond James

A group with seven advisers in West Virginia and a solo adviser in Ohio switch affiliations.

Women rely on financial advisers more than men
WOMEN ADVISOR COMMUNITY FEB 18, 2021
Women rely on financial advisers more than men

But many women are reluctant to pay for advice, with only 51% of female respondents surveyed by Cerulli agreeing that they are willing to pay for financial advice, compared with 58% of men.

Team managing $350 million makes U-turn to LPL
BROKER DEALERS FEB 18, 2021
Team managing $350 million makes U-turn to LPL

Foran Financial Group of Somerville, New Jersey, is rejoining the independent broker-dealer after spending six years at Raymond James.

Ariel Investments launches firm to build minority businesses
ALTERNATIVES FEB 17, 2021
Ariel Investments launches firm to build minority businesses

The private asset management firm, Ariel Alternatives, aims to build certified minority enterprises that can supply Fortune 500 companies.

Charges dropped against former Franklin Templeton exec who called police on Black bird-watcher
PRACTICE MANAGEMENT FEB 17, 2021
Charges dropped against former Franklin Templeton exec who called police on Black bird-watcher

Amy Cooper was fired last year after accusing a Black man in Central Park with threatening her. The charges were dropped after she completed court-sanctioned therapy sessions about racial bias, according to Bloomberg News.

Bitcoin exceeds $51,000 for first time
ALTERNATIVES FEB 17, 2021
Bitcoin exceeds $51,000 for first time

The largest cryptocurrency rose almost 6% Wednesday, following a fivefold surge in the past year, after MicroStrategy said Tuesday it would sell $600 million of bonds to buy more Bitcoin.

The latest in financial #AdviserTech — February 2021
FINTECH FEB 16, 2021
The latest in financial #AdviserTech — February 2021

The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!