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Encouraging clients to live a little
PRACTICE MANAGEMENT OCT 07, 2020
Encouraging clients to live a little

Many clients cling to not-so-conscious rationalizations that help them hold onto their disempowering money stories

Traditional marketing is a casualty of the pandemic
OPINION OCT 07, 2020
Traditional marketing is a casualty of the pandemic

Traditional strategies won't work in unusual times, but digital and virtual marketing can

What will Schwab do with TD’s Veo One?
FINTECH OCT 06, 2020
What will Schwab do with TD’s Veo One?

While the integration is slated to last upwards of a year and a half, executives have kept tight-lipped about the fate of one of the industry's most popular third-party tech platforms

Critics pummel SEC effort to boost reporting threshold for money managers
EQUITIES OCT 06, 2020
Critics pummel SEC effort to boost reporting threshold for money managers

Opponents say the higher level for reporting stock holdings deprives investors and advisers of crucial information

Do right by your employees
OPINION OCT 06, 2020
Do right by your employees

When a smaller advisory firm is acquired, it can mean vastly greater career opportunities for the staffers

Don’t let ageism stop you from talking about longevity
PRACTICE MANAGEMENT OCT 06, 2020
Don’t let ageism stop you from talking about longevity

The financial industry often denies the fact that clients are living longer than ever before

Solving for insolvency
OPINION OCT 05, 2020
Solving for insolvency

The heightened risk of corporate bankruptcy amid the pandemic poses a threat to savings held in nonqualified deferred compensation plans

RBC nabs Morgan Stanley team managing $625 million
PRACTICE MANAGEMENT OCT 05, 2020
RBC nabs Morgan Stanley team managing $625 million

Special needs are a focus of the nine-person Martin Wealth Management in Princeton, New Jersey

Hybrid managing $200 million switches to LPL from Avantax
BROKER DEALERS OCT 05, 2020
Hybrid managing $200 million switches to LPL from Avantax

Reason Financial in San Diego will use Merit Financial for RIA services

Shining stars who find the time to help others
OPINION OCT 05, 2020
Shining stars who find the time to help others

Philanthropy delivers multiple benefits, but one of the most important is connecting with people uniquely

We listened
FINTECH OCT 05, 2020
We listened

When we make changes to the website, and the magazine, we operate with our ears open. Here are the highlights

Retirement planning and biological age testing
RETIREMENT PLANNING OCT 05, 2020
Retirement planning and biological age testing

Biological-age testing is becoming widely available, and though the technology is still in its early days, it could eventually help change retirement planning

Will RIAs adapt fast enough to compete? Joe Duran, Michael Kitces debate
RIAS OCT 02, 2020
Will RIAs adapt fast enough to compete? Joe Duran, Michael Kitces debate

The industry icons expressed differing views on the future of advice during InvestmentNews’ FinTech Virtual Summit

Four bank advisers managing $678 million affiliate with Raymond James
BROKER DEALERS OCT 02, 2020
Four bank advisers managing $678 million affiliate with Raymond James

Scott Southerland, Jeff Cox, Mark Whitley and Josh Holby move to Pinnacle

Ann Senne – Head of Advice & Solutions, RBC Wealth Management
PRACTICE MANAGEMENT OCT 02, 2020
Ann Senne – Head of Advice & Solutions, RBC Wealth Management

In the latest episode of the Her Success Matters podcast, Christine Shaw interviews Ann Senne, one of the 2020 InvestmentNews Women to Watch, about economic and gender diversity in financial services

Merrill's army of newbies to resume cold-calling
PRACTICE MANAGEMENT OCT 01, 2020
Merrill's army of newbies to resume cold-calling

Merrill Lynch is making changes in the way it manages young advisers and trainees

FPA names Dennis J. Moore 2021 president-elect
RIAS OCT 01, 2020
FPA names Dennis J. Moore 2021 president-elect

Moore, chief operating officer for Dallas-based Quest Capital Management, is currently completing a three-year term on FPA's board

Dana D’Auria joins Envestnet as co-CIO
FINTECH SEP 30, 2020
Dana D’Auria joins Envestnet as co-CIO

Former Symmetry Partners executive will share the role with Brandon Thomas

The 2020 Alexandra Armstrong Award winner is Mellody Hobson
WOMEN ADVISOR COMMUNITY SEP 30, 2020
The 2020 Alexandra Armstrong Award winner is Mellody Hobson

The co-CEO and president at Ariel Investments is a relentless advocate for equality

3 keys to integrating ESG into client portfolios
OPINION SEP 30, 2020
3 keys to integrating ESG into client portfolios

As the potential benefits of sustainable investing become clearer, advisers have an opportunity to add value through education and guidance