Steve Cassaday, of Cassaday & Company, says being independent is not just about autonomy, it's about being nimble.

Self-directed investing has become the norm, not the exception. According to a 2025 J.D. Power US Investor Satisfaction Study, younger investors, especially millennials and Gen Z, are increasingly ...

Segmentation without specialization is sinking wealth management firms faster than market volatility, says XML Financial ...

Easy-to-miss fees and incentives around assets managed could make such alts vehicles a losing proposition for investors.

Advisor explains why his firm has leaned into specialization, offering exposure to sectors like aircraft leasing, shipping, ...

Companies backed by private capital continue squeezed by stubbornly high interest rates and expected impact of Trump tariffs.

The firm is partnering with Apollo, Goldman Sachs, Sagard and others to launch collective investment trusts aimed at ...

The firms expect their newest C-level hires, one coming from Morningstar and the other with experience from Morgan Stanley ...

Liz Miller, chair of the CFP Board, sits down with InvestmentNews anchor Gregg Greenberg to explain how the CFP Board helps wealth managers maximize AI and other new technologies.

Ari Hoffnung, managing director at JLens, sits down with InvestmentNews anchor Gregg Greenberg to introduce the rapidly ...

Bart Houlahan, partner at Irrational Capital, sits down with InvestmentNews anchor Gregg Greenberg to explain how his firm's proprietary Human Capital Factor ratings translate into investing success.

Nicholas Saglimbene, head of investment management at Selby Jennings, sits down with InvestmentNews anchor Gregg Greenberg to discuss the highly competitive hiring environment in the private equity ...