🌟 Announcing the Excellence Awardees for InvestmentNews Women To Watch 2024! Join us in celebrating the remarkable women who have made a significant impact in the industry. Their leadership and innovation are driving change and setting new standards. Congratulations to all the awardees! Stay tuned for more updates and be part of the celebration on November 6 at Tribeca 360, New York. See the full list here: https://lnkd.in/gjQTctBu #INW2W #WomenToWatch #IndustryExcellence #CelebrateSuccess
InvestmentNews
Newspaper Publishing
The most trusted resource for Financial Advisors and RIAs.
About us
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. InvestmentNews provides exclusive and up-to-the-minute news, and actionable intelligence that empowers financial advisers to serve their clients and run their businesses more effectively.
- Website
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https://www.investmentnews.com
External link for InvestmentNews
- Industry
- Newspaper Publishing
- Company size
- 51-200 employees
- Headquarters
- New York
- Type
- Public Company
- Founded
- 1998
- Specialties
- investing, financial planning, financial advice, retirement, 401(k), social security, taxes, fintech, women in financial advice, 40 under 40, podcasts, and social security
Locations
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Primary
685 3rd Ave
New York, 10017, US
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14 Bonhill Street
London, England EC2A 4, GB
Employees at InvestmentNews
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Deborah Nason
Freelance Writer @ CNN.com and CNBC.com | Financial Writing, CFA Investment Foundations
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Michael Schott
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Mary Beth Franklin
Public speaker passionate about retirement income strategies
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Dr. Jason VanDuyn
President of AQuest Wealth Strategies; Helping Clients Pursue Financial Freedom for 19 Years
Updates
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High-earning millennials, some making up to $300,000 a month, often "don't know what to do with their money," says a financial advisor who leveraged his youth and connection to this next-gen clientele to provide tailored guidance. https://hubs.ly/Q02S3Y2K0
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📊 Join us at the #INWomenAdvisorSummit for the Championing Women Investors panel! Learn about the context of women in the upcoming wealth transfer and how to better engage female clients. Moderated by Tracy Shaw (Equitable), this session features Gabrielle Clemens (RBC Wealth Management), Laura Combs (Mercer Advisors), Jody D'Agostini (Equitable), and Beth Lawlor (U.S. Bank Wealth Management). Join us to make a difference! 🔗https://hubs.la/Q02Qw8QY0
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Will gold continue its upward trend through year-end? While the Fed's rate cuts have given gold a boost, strategists highlight other key factors supporting the metal’s appeal, including inflation concerns and geopolitical uncertainty. https://hubs.la/Q02S46k60
Will gold continue to shine through year end?
investmentnews.com
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Dan Arnold, the long-time CEO of LPL Financial, has been ousted, reportedly due to comments that undermined his leadership. With Arnold's departure, questions arise about how LPL will navigate the aftermath and whether the company could face reputational damage. https://hubs.la/Q02S3Vq40
Dan Arnold, the ultimate LPL survivor, done in by his own words
investmentnews.com
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Columbia University is set to make a $500M splash in the muni debt market, following the lead of other Ivy League institutions. With a mix of tax-exempt and taxable securities, this move highlights the growing trend of universities utilizing municipal bonds for strategic financing. https://hubs.la/Q02RSXJT0
Columbia set to join other Ivy League names in muni debt market
investmentnews.com
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LPL Financial has successfully closed its acquisition of Atria, marking a significant step in expanding its advisor network. With 2,400 new advisors now part of LPL’s ecosystem, the firm is set to strengthen its leadership in the wealth management space. https://hubs.la/Q02RSZC80
LPL successfully closes Atria acquisition
investmentnews.com
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InvestmentNews is seeking entries for the second annual Top Advisors celebrating the best in the industry. To nominate a colleague or put your name forward, complete this form: https://hubs.la/Q02QWc8y0
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#ENVElevate: Envestnet, Inc's Sean Murray, CFA discusses with InvestmentNews' Gregg Greenberg the importance of convergence in retirement planning. Integrating financial tools can enhance planning and client outcomes. https://hubs.la/Q02RLJGy0 #RetirementPlanning #FinancialConvergence #Envestnet #InvestmentNews
Envestnet Elevate 2024 - Convergence the key for retirement planners, says Envestnet head of workplace solutions
investmentnews.com
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Northern Trust Wealth Management announces key leadership changes with Dino DeVita taking the helm as President of Global Family & Private Investment Offices, and Marc Cosentino as West Region President. With a commitment to delivering first-class service and an ultra-high-net-worth client focus, these appointments mark a pivotal step in the firm’s continued success. https://hubs.la/Q02RSXC70
Northern Trust names new wealth management leaders
investmentnews.com