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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.

Maximizing client value: Why firms should upgrade their data aggregation
OPINION NOV 01, 2023
Maximizing client value: Why firms should upgrade their data aggregation

Harnessing a personalized, data-centric approach has proven effective in helping financial advisors retain clients and drive business growth.

Reemerging with growth strategies
PRACTICE MANAGEMENT OCT 31, 2023
Reemerging with growth strategies

SEI’s Head of Practice Management, Shauna Mace gives advisors the cold facts and the tools to combat them.

‘Women are helping other women’ at upcoming Women Advisor Summit
WOMEN ADVISOR COMMUNITY OCT 30, 2023
‘Women are helping other women’ at upcoming Women Advisor Summit

World is waking up to women's decision-making role in household finances, says advisor.

A year of profitability married with caution
PRACTICE MANAGEMENT OCT 26, 2023
A year of profitability married with caution

The InvestmentNews Advisor Benchmarking Study, produced in partnership with SEI, is based on data provided by independent financial advisory firms in an annual study that has run for more than a decade.

‘Impact investing goes deeper than trendy ESG funds’  
RIAS OCT 26, 2023
‘Impact investing goes deeper than trendy ESG funds’  

Michael Reynolds, whose Indiana-based RIA specializes in ESG investing, explains how he navigates greenwashing and what advisors can do to market themselves more effectively.

Future of advisor platforms is services 
FINTECH OCT 26, 2023
Future of advisor platforms is services 

While platforms aren't able to differentiate themselves by their technology, they can profit by providing support services that firms need.