🌟 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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Join us for the #INWomenAdvisorSummit panel discussion "Redesigning the Traditional Career Path in Wealth Management," where we’ll address the evolving career paths of women in the industry and the need for inclusive workplace policies. This session will analyze the four phases of women's careers, the unique challenges they face in balancing ambitions with caregiving, and how organizations can adapt to support women's growth and well-being. The discussion features Leslie Tabor (Charles Schwab, Moderator), Elisabeth Dewailly (Merrill Lynch), Kerry Keihn (Earth Equity Advisors), and Annette Matthew (Edward Jones) as panelists. Don’t miss this important conversation—register now! https://hubs.la/Q02Qwhv70
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Honoring the Executive Excellence Awardees for InvestmentNews Women To Watch 2024! 🌟 We’re thrilled to celebrate these visionary leaders for their remarkable achievements and contributions to the industry: Carole Laible – Domini Impact Investments LLC Dana D’Auria – Envestnet Elizabeth Shabaker – Versant Capital Management Kristen Bauer – Laird Norton Wetherby (LNW) Maria Elena (Mel) Lagomasino – WE Family Offices Marianela Collado – Tobias Financial Advisors Martina L. Cheung – S&P Global Ratings Natalie Wolfsen – Orion Advisor Solutions Sneha Shah – SEI Investments Company Terri Kallsen – Rise Growth Partners Join us in celebrating their outstanding leadership and impact at the Women To Watch 2024 event on November 6 at Tribeca 360! https://hubs.la/Q02Shsf60 #INW2W #ExecutiveExcellence #WomenLeaders #WomenInFinance
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Just 1 month to go until #RIAActivate California 2024! Don’t miss your chance to join top industry leaders for invaluable insights on November 12. Learn how to attract and retain top talent, structure compensation plans, and future-proof your firm for success. Register now and secure your spot! Join us here: https://hubs.la/Q02QCcyh0
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As the high-stakes presidential race between Trump and Harris heats up, RIAs are increasingly concerned about the economic outlook, according to the latest RIA Economic Outlook Index survey from Security Benefit and Greenwald Research. https://hubs.la/Q02T3rsD0
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Baird Private Wealth Management is excited to announce the addition of Robert M. Sargent as Director and Financial Advisor at its Fairfax, Virginia office! With 15 years of experience and a strong track record managing $245 million in assets at Edelman Financial Engines, Sargent brings a wealth of expertise to the team. https://hubs.la/Q02T3vWz0
Another ex-Edelman advisor joins Baird in Virginia
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#InTheNasdaq: Baillie Gifford's David Bujnowski reminds investors not to give up on growth stocks just yet! In an interview with InvestmentNews anchor Gregg Greenberg, Bujnowski shares his top growth ideas and explains why growth stocks continue to hold strong despite the rise of value investing. https://hubs.la/Q02T5qGV0
Don't give up on growth just yet, says Baillie Gifford strategist
investmentnews.com
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Exciting news for Equitable Advisors as they expand their presence in Hawaii! They’re welcoming back a talented team from Osaic, led by seasoned advisors Shawn E. Hamada, Anna U.J. Kim, and Sonnie O. Koko, who previously managed over $300 million in assets. https://hubs.la/Q02T3HwP0
$300M Osaic advisor team comes home to Equitable
investmentnews.com
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However, portfolio managers are divided on the merits of investing in Chinese equities. While some, like Stephen Kolano of Integrated Partners, maintain selective exposure, they express concerns over the opaque real estate sector and increased government intervention. Others, like Maya Joelson from Savvy Advisors, opt to steer clear entirely, favoring markets like India instead. https://hubs.la/Q02T3FPg0
Time to get on the China ETF train? Advisors speak up
investmentnews.com
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As Florida grapples with the aftermath of two major hurricanes in quick succession, the future of the Sunshine State as a retirement haven is under scrutiny. Joseph Boughan from Parkmount Financial Partners emphasizes the importance of assessing risks before relocating, highlighting a growing trend where retirees seek safer environments. https://hubs.la/Q02T393b0
Milton adds to climate-change worries for retirees
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