Alternatives

Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison

Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison

Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.

Retirement Planning

House Republicans float Medicaid requirements to help fund Trump tax cuts

Draft legislation filed Sunday night, projected to save the government more than $900 billion, would cost millions of people health insurance coverage within a decade.

Industry News

Leading wealth management teams shine in InvestmentNews 5-Star rankings

Report shines a spotlight on preeminent firms and advisory practices who go above and beyond as financial stewards for their clients.

Industry News

What's happening with US-China trade talks?

Both sides hailed 'substantial' progress over the weekend.

Industry News

Just 19 US households controlled 1.8% of total household wealth in 2024

Ultra-rich share of wealth surged last year, says new analysis.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.

Trending Topics

US prescription drug costs to fall 80%, promises Trump
Industry News

US prescription drug costs to fall 80%, promises Trump

President set to sign new executive order Monday.

US-Canada tariffs may not be 'totally removed'
Industry News

US-Canada tariffs may not be 'totally removed'

But US ambassador suggested tensions can be eased.

Bond traders forced to accept slower Fed cuts
Industry News

Bond traders forced to accept slower Fed cuts

Traders are coming to terms with Jerome Powell's tone.

Pontera, NTAM, Siebert, announce senior appointments
Industry News

Pontera, NTAM, Siebert, announce senior appointments

Financial industry continues to shore up leadership.

Beyond the dashboard: Making wealth tech human
Fintech

Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave

A front-row seat to the independent revolution
Podcasts

A front-row seat to the independent revolution

Bruce sits down with Brad Bueermann, CEO and founder of FP Transitions, to discuss all things M&A and how recent volatility will impact deal structure and valuations.

Covered call ETFs ideal for volatile market, says Amplify CEO
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Videos

Covered call ETFs ideal for volatile market, says Amplify CEO

Christian Magoon, CEO of Amplify ETFs, sits down with InvestmentNews anchor Gregg Greenberg to explain why covered call ETFs are perfect for the current choppy market.

Mid-market private equity a sweet spot for Capital Dynamics
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Videos

Mid-market private equity a sweet spot for Capital Dynamics

Andrew Bernstein, head of private equity at Capital Dynamics, sits down with InvestmentNews anchor Gregg Greenberg to explain his success in finding mid-market private equity deals in a highly competitive market.

Retail investors seeing better access to alternative products
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Videos

Retail investors seeing better access to alternative products

Sean McKee, global head of asset management, audit, at KPMG, sits down with InvestmentNews anchor Gregg Greenberg to discuss how wealth managers have finally developed the expertise to offer alternatives to clients – and not just the wealthiest ones.

Why active ETFs shine when stocks get choppy
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Videos

Why active ETFs shine when stocks get choppy

Brandon Clark, director of ETF Business at Federated Hermes, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of actively managed ETFs in times of volatile markets.

Don't expect RIA dealmaking to slow anytime soon
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Videos

Don't expect RIA dealmaking to slow anytime soon

Phil Fiore, CEO of Procyon Partners, sits down with InvestmentNews anchor Gregg Greenberg to discuss what's driving the flurry of deals in the RIA space and why he expects it to continue.

Upcoming Events

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Venue: The Edison Ballroom
Join us as we commemorate another year of excellence at the prestigious InvestmentNews Awards, dedicated to honoring outstanding professionals and firms in the wealth management industry.

VISIT SITE

June 24, 2025

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October 21, 2025

WEBINARS

Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

Cold calling is inefficient, and financial advisors need a smarter way to connect with prospects ready to engage. Join our webinar to hear about Aidentified, an AI-powered prospecting tool that helps you quickly find warm leads and close deals faster. Learn how to build targeted prospect lists using over 150 attributes, including career history, wealth segment, and income, and leverage AI relationship mapping to identify your warmest connections in your network. Enhance your prospecting strategy and grow your client base more effectively — watch now!

AVAILABLE NOW

December 5, 2024

WEBINARS

Pioneers of the Schwab franchise model: a lookback on the journey to 100 franchise branches

This webinar delves into the experiences of financial advisors who embraced Schwab’s franchise model early on, transforming it into a successful business opportunity. You’ll hear firsthand from franchise owners about the challenges and rewards of building their own Schwab franchise branches, offering valuable insights if you're looking to expand your practice. Watch now to learn how this proven model can drive your career forward.

AVAILABLE NOW

November 7, 2024