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More women embracing family CFO role – but still feel financially insecure
PRACTICE MANAGEMENT FEB 06, 2024
More women embracing family CFO role – but still feel financially insecure

Online poll showcases the paradox of rising financial autonomy and decreasing confidence across generations of women.

Vanguard makes quiet AI bet with $13B in quant stock funds
FINTECH FEB 06, 2024
Vanguard makes quiet AI bet with $13B in quant stock funds

After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs

Latino roots at heart of financial planner’s message
PRACTICE MANAGEMENT FEB 06, 2024
Latino roots at heart of financial planner’s message

Childhood experiences still resonate for Louis Barajas who set out to ‘change the world’ in his community.

Want to win over the unadvised affluent? Try cost transparency
PRACTICE MANAGEMENT FEB 05, 2024
Want to win over the unadvised affluent? Try cost transparency

Nearly half of prospective affluent clients cite opaque costs as the most difficult challenge, Cerulli says.

Empowering a diverse client base
PRACTICE MANAGEMENT FEB 05, 2024
Empowering a diverse client base

Advisor left Venezuela after the rise of President Hugo Chavez, quickly identifying a gap in the US financial planning space.

AI firm Tifin wades deeper into philanthropy space
FINTECH FEB 02, 2024
AI firm Tifin wades deeper into philanthropy space

Fintech firm eyes bigger piece of growing donor-advised fund pie with key acquisition

How advisors are helping clients with cancer
PRACTICE MANAGEMENT FEB 02, 2024
How advisors are helping clients with cancer

While wills, powers of attorney and estate documents are high on the list, but, advisors also say to ‘just be there’ for clients.

Financial planning softwares and CRM platforms in the spotlight
FINTECH FEB 02, 2024
Financial planning softwares and CRM platforms in the spotlight

InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.

Will 2024 be a milestone year for hedge fund use of AI?
FINTECH FEB 02, 2024
Will 2024 be a milestone year for hedge fund use of AI?

If the industry can overcome some major hurdles, it could be.

Robinhood is paying 3 percent bonuses for IRA rollovers. Is it enough?
RETIREMENT PLANNING FEB 01, 2024
Robinhood is paying 3 percent bonuses for IRA rollovers. Is it enough?

It's a concept that's hardly new in financial services, but the brokerage is offering significantly more than competitors.

Survey finds CFPs are in the money
PRACTICE MANAGEMENT FEB 01, 2024
Survey finds CFPs are in the money

'You get all these altruistic benefits and the financial benefits,' says CFP Board chair Matthew Boersen.

Compliance should be a conversation
OPINION JAN 31, 2024
Compliance should be a conversation

Maintaining an open dialogue lets advisors and the compliance team work through concerns together, finding solutions rather than confronting roadblocks.

Block out time in your schedule for growth     
OPINION JAN 31, 2024
Block out time in your schedule for growth     

Successful advisors never lose their focus on growth and are consistent in their approach to finding new people to serve.

Everyone wants NextGen advisors. Why can’t they find any? 
OPINION JAN 31, 2024
Everyone wants NextGen advisors. Why can’t they find any? 

One of the main drivers creating the need for firms to implement a succession plan is the staggering wealth transfer that's on the horizon.

Raymond James has given its independence transition suite an uplift
BROKER DEALERS JAN 30, 2024
Raymond James has given its independence transition suite an uplift

The enhanced service gives a more tailored support offering to advisors.

Shining a spotlight on financial well-being
PRACTICE MANAGEMENT JAN 30, 2024
Shining a spotlight on financial well-being

Advisors say January is the perfect time to check in with clients about their financial health and goals.

NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms
FINTECH JAN 26, 2024
NOW OPEN: 5-Star Financial Planning Softwares and 5-Star CRM Platforms

Don’t miss the chance to be part of InvestmentNews’ first-ever showcase of financial planning softwares and CRM platforms.

T3 report highlights top tech for advisors
FINTECH JAN 26, 2024
T3 report highlights top tech for advisors

Here are the fintech tools advisors are using, from CRMs to video conferencing.

Prospera launches family office program to serve UHNW clients
BROKER DEALERS JAN 26, 2024
Prospera launches family office program to serve UHNW clients

New solution responds to advisor demand for family office services.

Bad tech is bad for advisors' business
FINTECH JAN 25, 2024
Bad tech is bad for advisors' business

44% of advisors have left a firm because of poor technology, Advisor360 survey finds.