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 * News


ADVISORS ADJUST TO HIGHER-FOR-LONGER RATE ENVIRONMENT




Wall Street has found its hit song for the summer of 2024. It’s called
higher-for-longer.

By Gregg Greenberg
 * More by this author

 * SCHWAB STUDY EXPLAINS FORCES BEHIND ADVISOR MOVES TO INDEPENDENCE

 * CREDIT ENVIRONMENT STRONG, INFLATION DECELERATING, SAYS LINCOLN FINANCIAL CIO

 * THE MARKET’S ‘FEAR GAUGE’ IS HITTING ROCK BOTTOM. SHOULD YOU BE SCARED?

 * Alternatives

SEC BARS FORMER ADVISOR, CRYPTO TRADER

'Brokerage firms must broaden their horizons about what’s under scrutiny by
regulators and what isn’t,' one compliance executive said.

 * Industry News

ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS CHAIRMAN ‘INVOLUNTARILY
REMOVED’

Organization unable to confirm further details right now, says interim CEO.

 * Alternatives

HIGH-RISK ALTS BURN CLIENT IN $1.2 MILLION ARBITRATION

'The positive thing about this award is that it is roughly 10 times the net out
of pocket losses to the client,' says the client's attorney.

 * Industry News

TRUMP GUILTY ON ALL COUNTS, FINDS JURY AT HUSH-MONEY TRIAL

The former US president faces up to four years in prison, creating a challenging
path for his reelection campaign.

 * Regulation And Legislation

WHERE THE DOL’S FIDUCIARY RULE INTERSECTS WITH HSAS

For those who want to avoid becoming fiduciaries, be wary of the line between
education and advice, lawyers warn.


ADVISOR RESOURCES

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TRENDING TOPICS

 * Industry News

INVESTOR WHO LOST $1.5M USES AI PLATFORM TO RECOVER $100M FOR OTHERS

Platform gets backing of experienced investors in $2M seed round.

 * Industry News

UBS APPOINTS NEW US BUSINESS LEADER, JOINT HEAD OF WEALTH

Management shakeup sets up CEO succession plan.

 * InvestmentNews Awards 2024

FINALIST WORKS TO ACHIEVE A WORK-OPTIONAL LIFESTYLE FOR CLIENTS

InvestmentNews Awards 2024, Advisor of the Year (Western region): Cody Klein,
SageView Advisory Group.

 * Industry News

WALL STREET IS PREPPING FOR TRUMP-BIDEN BUMPY RIDE

What will be the likely market impacts of the election?

 * Regulation And Legislation

WHERE THE DOL’S FIDUCIARY RULE INTERSECTS WITH HSAS

For those who want to avoid becoming fiduciaries, be wary of the line between
education and advice, lawyers warn.


OPINION

 * Fixed Income
 * Brendan Murphy

WE COULD STILL BE AT THE START OF A FIXED INCOME GOLDEN AGE

 * Alternatives
 * Mark M. Goldberg

HAVES AND HAVE NOTS: THE ILLUSORY PROMISE OF SEC INVESTOR PROTECTION

 * RIAs
 * Gino Derango

THE FUTURE IS TRUE INDEPENDENCE

 * Practice Management
 * Kristine McManus

BRING YOUR AUTHENTIC SELF TO YOUR CLIENTS

 * Alternatives
 * Bruce Kelly

BLACKSTONE REIT IN MEDIA CROSS HAIRS OVER VALUATION






WHITE PAPERS


 * Practice Management

UNLOCK THE POTENTIAL OF MICROCAP INVESTMENTS WITH INSIGHTS ON M&A TRENDS 

By: Acuitas Investments, LLC
 * Practice Management

FORGING AHEAD: BLAZING A NEW TRAIL FOR THE NEXT-GEN 

By: Axtella
 * Practice Management

FINDING YOUR WAY HOME

By: Schwab Independent Branch Services
 * Technology

FUTURE-PROOFING COMPLIANCE: TECHNOLOGY’S ROLE IN ELECTRONIC RECORDKEEPING

By: T-Mobile for Business


VIDEOS & PODCASTS



 * VIDEOS


A NIGHT TO REMEMBER: THE INAUGURAL INVESTMENTNEWS AWARDS

This star-studded event will bring together the biggest names in the financial
advice industry for a night of glamour and recognition Read More

 * VIDEOS


HERE’S WHY ELITE ATHLETES TEND TO MAKE SUCCESSFUL WEALTH MANAGERS

Lisa Cregan, head of field leadership readiness and acquisition at Morgan
Stanley Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg
to explain why elite athletes tend to become successful financial advisors. Read
More


 * Videos

IN DEI EDITORIAL BOARD:  HOW TO BE AN EFFECTIVE DEI ALLY

In this roundtable, our panel of experts discuss how to be an effective DEI ally
and how the industry should tackle unconscious bias? Read More

 * Videos

GOLD WILL CONTINUE TO SHINE DESPITE SOARING STOCKS, SAYS FIRST EAGLE FUND
MANAGER

Max Belmont, portfolio manager at First Eagle Investments, sits down with
InvestmentNews anchor Gregg Greenberg to explain why gold continues to hit new
highs even in the face of a soaring stock market and strong economy. Read More

 * Videos

HERE’S WHAT TO BUY WHEN INTEREST RATES REMAIN HIGHER-FOR-LONGER

Stephen Rich, chairman and CEO of Mutual of America Capital Management, sits
down with InvestmentNews anchor Gregg Greenberg to discuss the best areas to
invest when interest rates stay stubbornly high and the yield curve remains
inverted. Read More

 * Videos

BULL MARKET NOT DIMMING OPPORTUNITIES FOR DISTRESSED INVESTMENT FUNDS

George Schultze, founder of Schultze Asset Management, sits down with
InvestmentNews anchor Gregg Greenberg to discuss the risks and rewards of
investing in distressed assets and shorting stocks. Read More


UPCOMING EVENTS


EVENTS

Following on from our popular goRIA series of podcasts, webinars, and
interviews, our virtual summit will bring you all this expertise together into
one convenient and accessible platform of unmissable content that will empower
you with the knowledge, tools, and resources essential for taking the first
steps and, ultimately, succeeding on your RIA journey.

visit site

JUNE 13, 2024


EVENTS

Venue: 583 Park Avenue, New York Featuring a brand-new independent judging
panel, exciting award categories for organizations and professionals alike, and
a glamourous awards ceremony, this event is celebrating New York’s most
outstanding leaders in the 5-star style they deserve.

visit site

JUNE 20, 2024


EVENTS

Venue: Virtual Advisory firms need to partner with custodians to safeguard
assets and implement trades on behalf of their clients’ portfolios. The choice
of who to affiliate with can have major implications for the overall business.
While this choice has long been limited to the biggest market players, recent
mergers in this space have driven interest in exploring the growing number of
alternatives available. This virtual event will investigate these alternatives
and what RIAs should be considering – from the technological capabilities to the
pricing structures – when making this important business decision.

visit site

JUNE 25, 2024


WEBCAST

GORIA VIRTUAL SUMMIT

Following on from our popular goRIA series of podcasts, webinars, and
interviews, our virtual summit will bring you all this expertise together into
one convenient and accessible platform of unmissable content that will empower
you with the knowledge, tools, and resources essential for taking the first
steps and, ultimately, succeeding on your RIA journey.

Register today!

WEDNESDAY, MAY 1, 2024



WEBCAST

BRIDGING THE GENERATIONAL GAP IN FINANCE 

Lead the future of finance by mastering the art of engaging the new generation
of advisors – join the free webinar

Available now!

TUESDAY, MAY 21, 2024
11 AM-12 PM ET


PARTNER CONTENT

LEADING THROUGH INNOVATION – WITH TOM RUGGIE OF DESTINY WEALTH PARTNERS

1 min read

EXPLORE FOUR OPPORTUNITIES TO ELEVATE ADVISOR-CLIENT RELATIONSHIPS

5 min read
 * Ares Wealth Management Solutions

OUT WITH THE OLD AND IN WITH THE NEW: A 50% PRIVATE MARKETS PORTFOLIO

5 min read
 * SEI

CLIENT ENGAGEMENT STRATEGIES, GROWTH AND RETENTION IN THE DOWN MARKETS

4 min read




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