The use of unmonitored messaging apps by financial advisors has been on the rise in the wake of the Covid-19 pandemic.
A bicameral group of senators and house representatives have launched a joint resolution seeking to quash the rule.
'Does Osaic really need these redundancies in management,' asked one industry executive.
The firm has announced the successor to Tim Buckley.
The moderating inflation metric offers some hope, but the US central bank needs more before considering a dovish turn.
A bill in New York City, in addition to the new FTC rule, could be good news for restless advisors.
The monster hire, historic in the scale of assets involved, helps America’s largest bank push deeper into the coveted ultra-high-net-worth arena.
Funds are reportedly still missing from $1.7B firm's main hedge fund.
The Federal Reserve chair sees continuing need for hawkish rate hold amid sticky inflation and continuing strength in the jobs market.
'The advisor wants to get out of the business at 65 or 70 but clients will live to be around till 90,' says one banker.
Lisa Shalett, chief investment officer for Morgan Stanley Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss earnings growth in 2024, as well as volatility, valuations and opportunities in both US and foreign markets. Read More
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Venue: JW Marriott Chicago We invite women advisors and their allies to join us for the Women Advisor Summit, an event dedicated to the growth and success of women in the financial advice industry. Since 2015, InvestmentNews has created a unique forum where women advisors and those who support them can connect with each other and the latest ideas in practice management, career growth, and industry trends. You will return to your practice inspired with practical ideas, new tools and valuable connections with your peers and industry influencers. Get ready to enjoy a day of community, connection and even CE credits.
Following on from our popular goRIA series of podcasts, webinars, and interviews, our virtual summit will bring you all this expertise together into one convenient and accessible platform of unmissable content that will empower you with the knowledge, tools, and resources essential for taking the first steps and, ultimately, succeeding on your RIA journey.
Venue: 583 Park Avenue, New York Featuring a brand-new independent judging panel, exciting award categories for organizations and professionals alike, and a glamourous awards ceremony, this event is celebrating New York’s most outstanding leaders in the 5-star style they deserve.
Following on from our popular goRIA series of podcasts, webinars, and interviews, our virtual summit will bring you all this expertise together into one convenient and accessible platform of unmissable content that will empower you with the knowledge, tools, and resources essential for taking the first steps and, ultimately, succeeding on your RIA journey.
Lead the future of finance by mastering the art of engaging the new generation of advisors – join the free webinar