Ready to Take a Closer Look? The #INRIALabs: "Uncovering RIA Practice Valuation: A Look Under the Hood" webinar is your chance to understand what really affects your firm's value. From recurring revenue to client demographics, learn what matters most and how to enhance your practice's marketability. Don’t miss this valuable opportunity! Register here: https://hubs.la/Q02MMS1b0
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 @ 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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Is Your RIA Firm Ready for the Future? 🌟 Join us for the #INRIALabs: "Uncovering RIA Practice Valuation" webinar on September 24th. Discover how to position your practice for success by improving financial performance, operational efficiency, and more. Expert insights await – save your seat now! Register here: https://hubs.la/Q02MMTdZ0 #RIAPracticeValuation #FinancialSuccess #InvestmentNews #WealthManagement
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AlphaTrAI is making waves in the wealth and asset management space with key leadership and advisory council additions. Robert Marsh and Matthew Higgins join as heads of asset management technology services and compliance consulting technology, respectively, bringing decades of experience from industry giants like Tudor Investments and Putnam. https://hubs.la/Q02Npz400
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RBC Wealth Management is excited to announce the addition of two outstanding advisor teams from Wells Fargo, expanding its Mid-Atlantic footprint. With $801 million in combined client assets, the Salon Magura Private Wealth Group in Pennsylvania and Bernard Suissa in Virginia bring a wealth of experience and expertise to RBC. https://hubs.la/Q02NpR6F0
RBC grows mid-Atlantic footprint with double-team addition from Wells Fargo
investmentnews.com
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goRIA with Patrick D. Mahoney, CEO, Financial Planning Association (FPA) If you're looking to go RIA you NEED to speak with other advisors who have already made the transition. And... there is no better way to do that than by attending conferences. Tune in on September 4th at 3PM ET to hear from Patrick Mahoney (CEO of the FPA) to lean more about what you'll be able to do to advance your "going RIA" plans by attending the upcoming FPA National Conference (September 18-20).
goRIA with Patrick Mahoney, CEO, Financial Planning Association
www.linkedin.com
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🌟 We’re excited to welcome BOK Financial as an exhibitor at #RIAActivate California! With over a century of experience, BOK Financial offers exceptional trust administration solutions to enhance your advisor-client relationships. Join us on November 12 in San Diego to connect with BOK Financial and explore their services! Register here: https://hubs.la/Q02MmrKP0
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Cetera Financial Group continues to strengthen its presence with the addition of Charles (Chuck) Hahn, a seasoned financial advisor with over 42 years of experience. Formerly managing $108 million in assets under administration at Lincoln Financial Advisors, Chuck brings a wealth of expertise to Cetera Advisor Networks. https://hubs.la/Q02NpBMz0
Cetera extends reach in Ohio with 42-year veteran advisor
investmentnews.com
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The Federal Reserve's 2022 Survey of Consumer Finances reveals that millennials have made significant strides in wealth accumulation, outpacing Gen X and late boomers. This growth is attributed to increased housing values, higher savings rates supported by federal stimulus, and a greater propensity to invest in equities through retirement accounts. https://hubs.la/Q02NpDTn0
What should we make of the millennial wealth comeback?
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Jodie Papike Sladavic, now the CEO and managing partner of Cross-Search, has deep roots in the financial recruiting industry, having started as an intern at her father’s firm. Today, she continues to navigate the challenges small and mid-sized broker-dealers face in a landscape dominated by larger firms like LPL Financial and Raymond James. https://hubs.la/Q02Npz3T0
Recruiting is all in the family for Jodie Papike
investmentnews.com
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In volatile markets, understanding investor sentiment is essential for guiding clients through uncertainty. This latest white paper from Nitrogen, based on over a million responses, explores how emotions like fear and optimism impact financial decisions. It offers key insights and practical tips to help advisors better coach their clients and prevent negative emotions from disrupting long-term plans. Download now to refine your approach to investor psychology. https://hubs.la/Q02NmYgq0
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