InvestmentNews

Author

Displaying 55 results

Topic
  • News
  • January 22, 2020

Worries about retirement span the generations, NAPFA survey finds

More than half of millennials and Gen Xers haven’t started retirement planning

Topic

All-woman team managing $335 million at Morgan Stanley moves to Janney

The five-person Dupre Keating Group joins offices in Pennsylvania and Delaware

Topic

Duo managing $194 million moves from UBS to Raymond James

James Ducharme, Michael Rowland join firm’s employee unit in Melbourne, Florida

Topic

Embrace the SECURE Act’s opportunity to educate

RIAs should be prepared to provide extra guidance

Topic

Human-Centric Spotlight

A marine gone to war and back. An orphan. Failure and redemption in world class athletics. These are some of the circumstances which have shaped and molded a special type of financial adviser. One who puts the personal element into their practice and one who places their client relationship first. These are the Human-Centric advisers.

Topic

Active equity funds bled $41.4 billion in 2019: Morningstar

In sixth straight year of net inflows, passive funds pulled in $162.8 billion

Topic

OSJ managing $260 million switches to LPL from Sagepoint

Mike Sisco forms Paradigm Wealth Partners, based in Des Moines, Iowa

Topic

Miracle Mile Advisors hires team from Payden & Rygel

Trio managed $2 billion for small and mid-sized institutions

Topic

Advisers continue to increase allocations to ETFs, study finds

RIAs, younger advisers heaviest users of exchange-traded funds, says Broadridge

Topic

CFP ranks grew by 3.9% in 2019

More minority members and women gained certification

1 | 2 | 3 | 4 | 5 | 6

Subscribe

Get unlimited access to investmentnews.com

Starting at $4.95 a week for 4 weeks

SIGN UP

Pay just $4.95 for the first 4 weeks