Steve Earner Whether you’re an RIA looking for a more optimal custodial relationship or you’re a registered rep looking to move to the RIA environment, the selection of a custodian is a key business decision. But in today’s marketplace, RIAs ...

2020 redefined the term “challenging,” as a global pandemic, political clashes, social reckonings, natural disasters and financial turbulence converged to test us both personally and professionally. In the midst of such rapid change, it was awe-inspiring to witness the creativity ...

The post The New Age of RIA Marketing appeared first on InvestmentNews. Andrew VincentAndrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot. ...

Gwen Le Berre As they vote with their wallets, an increasing number of investors have come to appreciate companies that prioritize optimal environmental, social and governance (ESG) factors or outcomes. The growing popularity of ESG investing, however, has sparked a ...

Annuities date back thousands of years to the Roman Empire. In fact, the word annuity is derived from the Latin annua, meaning “annual payment”, and was used to describe the money paid to soldiers for their years of service. Benjamin ...

PART 3 OF A THREE PART SERIES Attracting and serving female clients through their various life journeys One of the industry’s biggest questions is how it can better serve women investors, a group that stands to manage more than $30 ...

Nathan Sheets While inflation risks are rising more than at any point in the last two decades and investors could see further price changes over the summer, PGIM is more sanguine about long-run inflation. In an interview with IN Create, ...

David Schassler From monetary policy to the green energy transition, VanEck sees several factors that are setting the stage for a prolonged higher inflationary environment. In an interview with IN Create, David Schassler, portfolio manager of the firm’s Inflation Allocation ...

After 12 years of what some may call a bull market, many clients, especially younger ones, may have been caught off guard by the sudden, drastic dip in 2020. Although no one could have predicted the outbreak of COVID-19 and ...

Edwin “Tim” Johnston III When it comes to investing clients’ assets, Sandhill Investment Management’s approach can be summed up quickly: Do deep research to find the best opportunities across the market-cap spectrum, package those ideas in a concentrated portfolio where ...