The trusted resource for financial advisors - Investment News
WEBWe invite women advisors and their allies to join us for the Women Advisor Summit, an event dedicated to the growth and success of women in the financial advice industry. Since 2015 ...
News - Investment News
WEB3 days ago · Summit Financial adds $470 AUM with double deal. The wealth giant is extending its presence in Oklahoma and Pennsylvania with minority stakes in two independent firms. INDUSTRY NEWS SEP 24, 2024.
Investing - Investment News
WEB5 days ago · Bible-themed ETFs weren’t faithful to investment process, SEC says. Inspire Investing's ETFs and SMAs held companies that supported causes counter to the biblical values the products advertised ...
Mutual Funds - Investment News
WEB6 days ago · Model portfolio assets hit $6.6T milestone in Q2: Broadridge Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.
Four-fifths of older Americans are standing on the financial edge
WEB2 days ago · SEP 27, 2024. By Leo Almazora. A new analysis has revealed that 80 percent of Americans aged 60 and older are financially insecure, lacking adequate resources to afford long-term care or handle ...
Industry News - Investment News
WEBSep 20, 2024 · Texas based $3.9B RIA firm True North announces expansion. The firm has made its first acquisition since securing a strategic growth partnership. NEWS INDUSTRY NEWS SEP 20, 2024.
Fintech - Investment News
WEB3 days ago · Wired for success: Advisors reveal their best-in-class tech. InvestmentNews goes back to school to learn what tech has added most value to advisors’ practices. YOUR PRACTICE FINTECH SEP 06, 2024.
Retirement Planning - Investment News
WEBSep 20, 2024 · Short-term spending spikes could dent workers' retirement security EBRI research on public-sector 401(k) plan participants reveals how increased reliance on credit card debt and plan loans could ...
Life Insurance And Annuities - Investment News
WEBSep 23, 2024 · New premiums on life insurance stayed stable in Q2 2024, says Limra. Preliminary results show new annualized premiums hit $3.97B as whole life sales struggled and indexed universal life sales ...
Retirement - Investment News
WEB4 days ago · An extra $1 million in retirement savings or 5 more healthy years? It's a coin flip for Americans. New Edelman survey reveals continuing concerns over debt, inflation, and daily expenses, with six ...