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TAMP is ‘a misused term’
FINTECH NOV 16, 2023
TAMP is ‘a misused term’

Adhesion Wealth’s Barrett Ayer highlights problems related to TAMPs – and a solution – in advance of RIA Labs webinar.

Savant acquires $2.2B firm to add Alabama to its growing footprint
RIAS NOV 16, 2023
Savant acquires $2.2B firm to add Alabama to its growing footprint

The acquisition is the firm’s second largest of 2023 and one of three above $1.5B.

Rate your technology providers now
FINTECH NOV 15, 2023
Rate your technology providers now

InvestmentNews begins its search for the top fund providers and investment research platforms in the industry.

Managing transformative change: Lessons learned
OPINION NOV 15, 2023
Managing transformative change: Lessons learned

An Osaic executive provides some suggestions on how best to handle large-scale changes in your business.

To win business with clients' kids, advisors really have to try
PRACTICE MANAGEMENT NOV 14, 2023
To win business with clients' kids, advisors really have to try

Most of the time, children don't hire their parents' advisors, but some are more open to it than others.

Nitrogen names new CEO as Aaron Klein steps down
FINTECH NOV 14, 2023
Nitrogen names new CEO as Aaron Klein steps down

Dan Zitting, who succeeds Klein as CEO, is former president of Galvanize.

The latest in financial #AdvisorTech — November 2023
FINTECH NOV 14, 2023
The latest in financial #AdvisorTech — November 2023

This month’s highlights include Practice Intel’s new ‘growth platform,’ FinanceHQ’s new lead generation platform and RIA startup Farther’s latest funding round.

Top VC firms pledge responsible strategy on AI startups
FINTECH NOV 14, 2023
Top VC firms pledge responsible strategy on AI startups

Coalition says it wants to ensure it funds firms with strong guardrails.

How advisors can lead with purpose
PRACTICE MANAGEMENT NOV 13, 2023
How advisors can lead with purpose

Advisors from several firms discussed their approaches to being a purposeful business at a recent webinar

Tech-forward advisors serve clients better: Study
FINTECH NOV 10, 2023
Tech-forward advisors serve clients better: Study

The combination of technology and the use of financial psychology 'creates better client outcomes,’ eMoney manager says.

Giant bank goes old school as hack bites
FINTECH NOV 10, 2023
Giant bank goes old school as hack bites

Regulators, governments try to assess fallout as suspected Russian cyberattack creates mayhem.

AssetMark revenue hits all-time high in Q3
FINTECH NOV 09, 2023
AssetMark revenue hits all-time high in Q3

AssetMark also announces a partnership with Cheetah, an Accutech company.

Veteran turned advisor embodies spirit of service
PRACTICE MANAGEMENT NOV 09, 2023
Veteran turned advisor embodies spirit of service

As Veterans Day approaches, InvestmentNews sits down with David Chepauskas, a former artillery officer who’s now a financial advisor.

Advisors hustled to hang onto clients last year: Fidelity
RIAS NOV 09, 2023
Advisors hustled to hang onto clients last year: Fidelity

'The conversation of the economy being in a recession has led to advisors not feeling stable for quite a while,' one executive says.

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.