When I decided to write about succession planning this week, it seemed obvious to make a “Succession” parallel. But alas, I haven’t watched that yet. However, that’s probably for the best. Succession planning deserves a serious discussion, because advisers at ...

At this week’s InvestmentNews RIA Summit, growth took center stage — and that stage had better be large and reinforced. One panelist cited an industry report that said the market has grown from about 6,600 investment advisers registered with the SEC ...

The last time I pinch-hit for George B. Moriarty, I sang the praises of our retirement writers and promised to spotlight our tech team next. As a man of my word, I’m happy to tout the accomplishments of tech editor ...

Whether it’s Mary Beth Franklin’s podcasts and columns, Ed Slott’s webcasts, Fred Barstein on retirement plans, or any of the top-notch reporting by Emile Hallez. The reason is clients always have questions and insecurities, according to Natixis’ Global Retirement Index ...

Sept. 8, 2021, was an exciting day in the evolution of InvestmentNews with the launch of the newly branded and reorganized Bonhill Group, which acquired IN in 2018. The relaunch features a new visual identity for Bonhill as well as ...

While applying carpentry advice to a desk job might seem out of place, the reality is that proper, thorough research lends itself to high-quality articles. In this week’s cover story, “A rising tide in the RIA industry is lifting all ...

The era of silos for financial advice is over. So, allow me to take time to look at a few areas where formerly distinct services have started to converge. I’ll start in the retirement plan advice sector, where the firms ...

One Monday afternoon in late June, I had a great call with a long-time reader of InvestmentNews that sent me off on vacation with a skip in my step, because it reminded me of the power of connecting through conversation. ...