🌟 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
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14 Bonhill Street
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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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Katherine Frattarola of HUB International shares valuable insights on managing the rising costs of insurance for high-net-worth clients. With auto premiums up nearly 47% since 2020 and storms like Hurricane Helene reshaping risk landscapes, it's crucial to have a trusted advisor for tailored coverage solutions. https://hubs.la/Q02SnzfG0
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Stifel Financial faces a $14.2M Finra arbitration loss over complex products, with $9M in rare punitive damages. The lawsuit, involving broker Chuck Roberts, highlights allegations of fraud and negligence. https://hubs.la/Q02SnHKl0
Stifel loses huge $14.2 million arbitration claim linked to star Miami broker
investmentnews.com
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Tired of working harder and not seeing the results? Limitless Advisor Coaching has transformed practices by unlocking scalable growth and deep client value—without burning out. Join Stephanie Bogan on Oct. 10 for a FREE webinar where she'll share the exact systems and strategies her coaching clients use to hit $1M in low-stress revenue and enjoy 100 days off a year. Register today: https://hubs.la/Q02Q-KV_0
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Choosing a name for your new RIA is a pivotal moment—one that will define your firm for years to come. As Monish Verma of Vardhan Wealth Management and Peter Krull of Earth Equity Advisors shared, it’s essential to incorporate your core values, mission, and “why”. https://hubs.la/Q02SgLVf0
Choosing the name of your new RIA is "like getting married"
investmentnews.com
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Excited to announce Measured Risk Portfolios as a sponsor for #RIAActivate California 2024! Their innovative SynthEquity™ Portfolios offer a unique options-based strategy to capture upside potential while protecting against losses. Don’t miss your chance to connect with them on November 12 in San Diego! Join us here: https://hubs.la/Q02QCf1G0
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Eric Lyon, senior managing director at B. Riley Wealth Management, has made a significant career shift, joining Kestra Investment Services. With B. Riley under pressure amid market uncertainty and potential deals in the works, industry eyes are on what's next. https://hubs.la/Q02SgM8_0
B. Riley sees another top advisor jump ship
investmentnews.com
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📅 One month before the #INWomenAdvisorSummit! Don't miss out on this incredible opportunity to connect, learn, and empower women in wealth management. Register now to secure your spot! Join us here: https://hubs.la/Q02Qwh-H0
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Franklin broadens its partnership with Envestnet, Inc, introducing custom indexing solutions to assist advisors in tailoring investments for the mass affluent using SMA capabilities. https://hubs.ly/Q02S41Jl0
Franklin expands Envestnet partnership into custom indexing solutions
investmentnews.com
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Mission Wealth expands its Midwest presence through its merger with Stonepath, a $9.1B RIA. The merger welcomes its 38th shareholder and strengthens its foothold in the greater Chicago wealth market. https://hubs.ly/Q02S46nR0
Mission Wealth deepens Midwest roots with Stonepath merger
investmentnews.com