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InvestmentNews

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InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.

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linkhttp://www.investmentnews.com calendar_today07-08-2009 17:33:04

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A $25.5 million settlement has been reached in a class-action lawsuit against three Kansas City wealth management firms—Mariner Wealth Advisors, Tortoise Capital, and American Century. hubs.la/Q03BbbQ00

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#InTheNasdaq: The run in international stocks isn't over yet, according to Andrew Skatoff, CEO of Bancreek Capital Advisors. hubs.la/Q03B8kzg0

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An advisor who left Commonwealth Financial Network for independence is sharing a surprisingly positive review of the transition process amid the firm's $2.7 billion sale to LPL Financial. hubs.la/Q03BlkDG0

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Firms like SageView, Revo Financial, and NewEdge Advisors are building new offices in places like North Carolina, Oklahoma, and Nebraska, combining a local presence with "big city" services thanks to modern technology. hubs.la/Q03Bllky0

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A federal appeals court has ruled that an employer must apply a $2 million credit early when exiting a pension plan, resulting in a higher final liability. hubs.la/Q03Bldp00

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Join us at the #INWomenAdvisorSummit for a must-attend panel featuring top strategists and wealth leaders who will unpack how market shifts, regulatory changes, and client expectations are reshaping financial advice. 🎟️ Register now: hubs.la/Q03ylBSs0

Join us at the #INWomenAdvisorSummit  for a must-attend panel featuring top strategists and wealth leaders who will unpack how market shifts, regulatory changes, and client expectations are reshaping financial advice.

🎟️ Register now: hubs.la/Q03ylBSs0
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#InTheNasdaq: Dan Boston, global head of the small company team at Polar Capital, sits down with InvestmentNews anchor Gregg Greenberg to discuss the "great global realignment" that he believes will boost international small-cap stocks. hubs.la/Q03Bl1zT0

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InvestmentNews has announced the Excellence Awardees for its 2025 Women to Watch awards, recognizing the top women driving change in the wealth management industry. hubs.la/Q03BdtHn0

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Symetra emphasizes solutions like fixed-indexed annuities (FIAs) alongside Social Security, pensions, and CDs to ensure clients are prepared for longer, more uncertain retirements. hubs.la/Q03BxZxG0

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Osaic, a major financial services firm, recently announced a round of job cuts, continuing a trend seen across the brokerage industry this year. hubs.la/Q03By8CX0

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RIA aggregator Savant Wealth Management has acquired Parkworth Wealth Management, a firm specializing in serving Silicon Valley tech employees. hubs.la/Q03By7MN0

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A new report reveals that American Century and Mariner Wealth have agreed to a $25.5 million settlement to resolve a lawsuit alleging they engaged in a "no-poach" scheme to suppress employee wages. hubs.ly/Q03BN8cf0

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#InTheNasdaq: Anthony Eames, managing director of responsible investment strategy at Calvert Research and Management, highlights the financial benefits of responsible investing in a new interview with InvestmentNews anchor Gregg Greenberg. hubs.la/Q03BLXqp0

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In an investment landscape that has moved beyond the traditional 60/40 portfolio, wealth managers are increasingly turning to alternative investments. But how much is too much when it comes to allocating a client's portfolio to these less-liquid assets? hubs.ly/Q03BN9z50

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#INTV: Watch this insightful discussion from InvestmentNews TV, featuring Matt DiGangi, Head of Annuity Distribution at MassMutual Strategic Distributors, to learn more! hubs.la/Q03BLNYn0

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President Trump has nominated Stephen Miran for a temporary position on the Federal Reserve Board of Governors. Read more about what this nomination could mean for the future of central banking. hubs.la/Q03BVNqZ0

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We’re excited to reveal the 2025 Excellence Awardees for the #INW2W — a phenomenal group of professionals leading innovation, inclusion, and impact in the financial services industry. 🔗 Discover the full list of awardees now. hubs.la/Q03zD_c30

We’re excited to reveal the 2025 Excellence Awardees for the #INW2W — a phenomenal group of professionals leading innovation, inclusion, and impact in the financial services industry.

🔗 Discover the full list of awardees now.

hubs.la/Q03zD_c30
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#InTheNasdaq: Ben Harrison, head of wealth solutions at BNY Pershing, shares his insights on the current RIA M&A landscape and the top technologies that are helping financial advisors increase their efficiency. hubs.la/Q03BLQLH0

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Hill Investment Group CIO Matt Zenz and CEO Matt Hall discuss how their new Longview Advantage ETF (EBI) uses a faster, evidence-based trading strategy and a unique tax-efficient solution to outperform larger firms. hubs.la/Q03BQSZb0

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Jamie Cox, a managing partner at Harris Financial Group and an independent advisor, believes the Federal Reserve made a mistake by not cutting interest rates sooner. hubs.la/Q03BQMtz0