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Older clients at high risk of cybercrimes, lost $3.1B in 2022 alone: Report
RETIREMENT PLANNING NOV 09, 2023
Older clients at high risk of cybercrimes, lost $3.1B in 2022 alone: Report

Lower levels of digital literacy among older Americans leave them vulnerable.

Don't be crippled by 'fear of making a mistake'
PRACTICE MANAGEMENT NOV 08, 2023
Don't be crippled by 'fear of making a mistake'

Speakers at the InvestmentNews Women Advisor Summit delve into the obstacles that female entrepreneurs and advisors need to overcome.

InvestmentNews Women to Watch winners work to make an impact
WOMEN ADVISOR COMMUNITY NOV 08, 2023
InvestmentNews Women to Watch winners work to make an impact

'There are so many people who pushed me when I needed a nudge and pulled me up when I needed a hand,' says Kay Lynn Mayhue.

Redefining wealth transfer: Strategies to reach clients’ children
OPINION NOV 08, 2023
Redefining wealth transfer: Strategies to reach clients’ children

With just 30% of Gen Z investors turning to financial planners for guidance, advisors must refine their approach to emphasize their relevance.

Women to Watch 2023 winners announced
WOMEN ADVISOR COMMUNITY NOV 08, 2023
Women to Watch 2023 winners announced

InvestmentNews honored the best in class at a ceremony in New York City.

5 reasons I love this profession
OPINION NOV 08, 2023
5 reasons I love this profession

What is so incredible about advising is that there is an endless stream of current information we must absorb and navigate.

To connect with clients, embrace the holiday season
OPINION NOV 07, 2023
To connect with clients, embrace the holiday season

Every party you attend or host and every gift delivered can move your brand forward, strengthening and building relationships.

Gensler says proposal on AI conflicts aligns with Reg BI 
FINTECH NOV 07, 2023
Gensler says proposal on AI conflicts aligns with Reg BI 

'We're not trying to change Reg BI or change the fiduciary guidance,' the SEC chair says at SIFMA's annual conference.

SS&C adds new CRM tech for advisors
FINTECH NOV 07, 2023
SS&C adds new CRM tech for advisors

The new module on the Black Diamond wealth platform comes with key features like a workflow manager and email integration.

Morningstar, Envestnet team up to revolutionize IRA advisory space
RETIREMENT PLANNING NOV 07, 2023
Morningstar, Envestnet team up to revolutionize IRA advisory space

New solution will enable asset managers to empower small-balance IRA holders.

Giving clients’ finances a health check
WOMEN ADVISOR COMMUNITY NOV 06, 2023
Giving clients’ finances a health check

Carolyn McClanahan looks back on her career change from physician to financial planner and how the two professions are more interlinked than she anticipated.

Behind the business case for more female advisors 
WOMEN ADVISOR COMMUNITY NOV 06, 2023
Behind the business case for more female advisors 

As women amass more wealth, there’s a market for female financial advisors. Now it’s a matter of meeting the demand.

2023 Women to Watch Portfolio Manager of the Year 
ETFS NOV 06, 2023
2023 Women to Watch Portfolio Manager of the Year 

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Portfolio Manager of the Year category.

2023 Women to Watch Allyship Champion of the Year
WOMEN ADVISOR COMMUNITY NOV 06, 2023
2023 Women to Watch Allyship Champion of the Year

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Allyship Champion of the Year category.

2023 Women to Watch Trailblazer of the Year
WOMEN ADVISOR COMMUNITY NOV 06, 2023
2023 Women to Watch Trailblazer of the Year

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Trailblazer of the Year category.

2023 Women to Watch Rising Star of the Year 
WOMEN ADVISOR COMMUNITY NOV 06, 2023
2023 Women to Watch Rising Star of the Year 

Here are the excellence awardees in the InvestmentNews 2023 Women to Watch Rising Star of the Year category.

Robbins cuts path that diversifies advice   
BROKER DEALERS NOV 06, 2023
Robbins cuts path that diversifies advice   

Rita Robbins, the 2023 recipient of the Alexandra Armstrong Award for Lifetime Achievement, founded Affiliated Advisors 30 years ago, a ground-breaking move in a career that has created new opportunities for women.

Raymond James taps Perry to lead advisor recruiting
BROKER DEALERS NOV 03, 2023
Raymond James taps Perry to lead advisor recruiting

"Perry is a very talented, sharp person, who's been bumped up from recruiter to head of a region to leading a division," says one industry executive.

Asset manager websites ‘not keeping up with current trends’
FINTECH NOV 02, 2023
Asset manager websites ‘not keeping up with current trends’

One-fourth of advisors say the websites of asset management firms aren't meeting their basic needs, a J.D. Power study shows.

Alexandra Lebenthal joins Rockefeller
WOMEN ADVISOR COMMUNITY NOV 01, 2023
Alexandra Lebenthal joins Rockefeller

Third-generation Wall Streeter will continue focus on women-led businesses.