InvestmentNews

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1. IN
   InvestmentNews·16:53 ET

   Pave Finance secures $15 million in oversubscribed series A
2. IN
   InvestmentNews·16:53 ET

   Adam Dell's Domain Money lays off advisors, citing AI and efficiency
3. IN
   InvestmentNews·15:32 ET

   Faced with a referral well that has run dry, this is what advisors need to do, says Michael Kitces
4. IN
   InvestmentNews·14:44 ET

   Deceased former LPL broker in Texas focus of investor complaints
5. IN
   InvestmentNews·14:19 ET

   Modernizing Rule 2210: What FINRA’s recent proposals signal for broker-dealer communications
6. IN
   InvestmentNews·14:02 ET

   AlphaCore launches family office unit with $5B Streamline acquisition
7. IN
   InvestmentNews·11:12 ET

   Savant rebrands tax and consulting arm as it builds out advisory scope
8. IN
   InvestmentNews·10:19 ET

   Choreo hires another Edelman alum to newly created C-suite role
9. IN
   InvestmentNews·09:00 ET

   AI adoption may be rising, but advisors still ‘scratching the surface’ of its potential, says Vanguard
10. IN
    InvestmentNews·08:55 ET

    Private placement life insurance draws ultra-wealthy interest
11. IN
    InvestmentNews·08:42 ET

    Vestmark eyes much bigger 'war chest' in wake of Envestnet deal
12. IN
    InvestmentNews·06:47 ET

    Broadridge brings digital assets to US wealth management platforms
13. IN
    InvestmentNews·06:35 ET

    NewEdge Wealth pushes into Minnesota and Ohio in latest expansion
14. IN
    InvestmentNews·06:34 ET

    Life insurers are losing clients at an alarming rate and advisors can help fix it
15. IN
    InvestmentNews·06:30 ET

    Student loan debt is costing 401(k) participants $10 billion a year in missed matches
16. IN
    InvestmentNews·06:20 ET

    Asset managers pull back on product expansion to chase disciplined growth
17. IN
    InvestmentNews·00:00 ET

    Credibility now comes with a supporting cast
18. IN
    InvestmentNews·21:20 ET

    Anthropic’s 'big deal' Claude for Financial Advisors feels the love at Future Proof
19. IN
    InvestmentNews·18:20 ET

    As rate hike looms, short duration, alternative and bond ETFs in the spotlight at Future Proof
20. IN
    InvestmentNews·17:12 ET

    Advisers say value, not just cost, now drives active ETF picks
21. IN
    InvestmentNews·15:27 ET

    Equity comp not enough to secure workers' retirement, Carta data show
22. IN
    InvestmentNews·15:24 ET

    Robinhood bets revenue-share model can close RIA 'have-nots' gap
23. IN
    InvestmentNews·13:57 ET

    AI governance, not budget, sets RIA leaders apart: Cerulli
24. IN
    InvestmentNews·13:50 ET

    SEC charges wannabe N.J. broker in affinity fraud case targeting Christians from Ghana
25. IN
    InvestmentNews·12:04 ET

    Anthropic unveils RIA-focused AI suite in latest Claude expansion
26. IN
    InvestmentNews·11:08 ET

    Conquest opens AI planning engine to independent advisors
27. IN
    InvestmentNews·10:24 ET

    Carson Group closes 50 integrated offices with Ohio acquisition
28. IN
    InvestmentNews·08:43 ET

    US national debt hits $40 trillion as advisors weigh portfolio risk
29. IN
    InvestmentNews·08:17 ET

    Direct indexing now mainstream but there are still barriers to widespread adoption, FTSE Russell survey finds
30. IN
    InvestmentNews·08:12 ET

    Advisors face retirement 'tidal wave', warns Edward Jones. But few are prepared for it
31. IN
    InvestmentNews·07:01 ET

    Great Gray Trust Company and iCapital bring private markets into DC plans
32. IN
    InvestmentNews·06:35 ET

    Private equity fundraising rebounds but slow exits test LP patience
33. IN
    InvestmentNews·06:32 ET

    Anthropic, OpenAI IPO paths diverge as firms sound alarm bells for civilization
34. IN
    InvestmentNews·06:30 ET

    Dell family office nears $7.7B Baldwin Insurance take-private deal
35. IN
    InvestmentNews·06:30 ET

    2027 tax rate projections give advisors an early planning edge
36. IN
    InvestmentNews·16:12 ET

    Widowed Americans feel confident yet crave a financial sounding board
37. IN
    InvestmentNews·16:06 ET

    How AI search aided scam from phony NFL player, fake financial advisor
38. IN
    InvestmentNews·14:57 ET

    SignatureFD launches specialized wealth practice for franchise owners
39. IN
    InvestmentNews·14:42 ET

    Schwab ordered to pay clients $1.34 million in crypto dispute involving elderly client
40. IN
    InvestmentNews·14:12 ET

    With Schwab and Altruist in the news, there’s lots happening in RIA custody world
41. IN
    InvestmentNews·13:28 ET

    RIA moves: Mercer adds to Atlanta presence with veteran advisor from Northern Trust
42. IN
    InvestmentNews·10:56 ET

    The Succession Gap: New Edward Jones Research Finds Most Financial Advisors Know Succession Planning Matters, But Few Are Prepared
43. IN
    InvestmentNews·10:25 ET

    CogniCor adds wealthtech veterans to board in renewed RIA push
44. IN
    InvestmentNews·09:30 ET

    Advisor moves: Merrill draws $1.2 billion UBS team in New Mexico
45. IN
    InvestmentNews·09:00 ET

    Tax strategy belongs in the room: Why RIAs should treat tax as a firm-level growth issue
46. IN
    InvestmentNews·07:09 ET

    Agentic AI reshapes how advisors plan their 2027 tech budgets
47. IN
    InvestmentNews·06:36 ET

    Wealthy clients hold more assets than advisors think, SEI research reveals
48. IN
    InvestmentNews·06:36 ET

    Arete Wealth adds investment banking division with industry veteran at the helm
49. IN
    InvestmentNews·06:32 ET

    Surviving spouses face 63% income drop, study finds
50. IN
    InvestmentNews·06:32 ET

    Private markets and AI top asset manager priorities as scale becomes the real challenge
51. IN
    InvestmentNews·06:31 ET

    Most finance firms have sent clients an AI-generated error
52. IN
    InvestmentNews·21:55 ET

    Trump's $500 ACA checks: should advisors care?
53. IN
    InvestmentNews·16:39 ET

    FP Transitions expands insights platform with compensation data
54. IN
    InvestmentNews·15:32 ET

    Ugly fight between Mariner and advisor grows more foul
55. IN
    InvestmentNews·14:47 ET

    Wealthtech vendors embed AI agents deeper into advisor workflows
56. IN
    InvestmentNews·14:46 ET

    Gen Z trails all generations in advisor loyalty, survey finds
57. IN
    InvestmentNews·13:23 ET

    Carson, Commonwealth veteran joins estate planning firm Hargrove
58. IN
    InvestmentNews·12:27 ET

    Advisors face fiduciary blind spot as PEP adoption accelerates
59. IN
    InvestmentNews·11:30 ET

    Arca taps Altruist's real-time API as AI-native RIA scales past $1 billion
60. IN
    InvestmentNews·10:48 ET

    OnePoint BFG, Modern Wealth expand Florida presence
61. IN
    InvestmentNews·10:05 ET

    Dan Arnold is back, and he’s leading a startup
62. IN
    InvestmentNews·10:05 ET

    PPI comes in as expected, but rate-hike odds climb ahead of Fed meeting
63. IN
    InvestmentNews·08:52 ET

    Wirehouse wrap: JPMorgan snags $530M advisor from Wells Fargo in Palo Alto
64. IN
    InvestmentNews·07:05 ET

    What actually makes a next-gen advisor ready for succession
65. IN
    InvestmentNews·06:41 ET

    Life insurance talk gap leaves families financially exposed
66. IN
    InvestmentNews·06:36 ET

    US dividend growth hits 8.7% in Q2 as AI cash flows surge
67. IN
    InvestmentNews·06:35 ET

    Advisors lean on outsourced models as AI adoption surges
68. IN
    InvestmentNews·06:31 ET

    Baird lands $220M Edelman advisor in Arizona expansion push
69. IN
    InvestmentNews·16:00 ET

    How Lido Advisors became subadvisor to VanEck's first buffer ETF
70. IN
    InvestmentNews·15:03 ET

    Mentorship opens doors, sponsorship pushes you through them, says Stacy Francis
71. IN
    InvestmentNews·14:04 ET

    Envestnet agrees to buy Vestmark, adding institutional trading muscle
72. IN
    InvestmentNews·13:37 ET

    Savvy Wealth lands $100M to scale AI agents for advisors
73. IN
    InvestmentNews·12:00 ET

    Orion expands advisor trading, keeps oversight with firms
74. IN
    InvestmentNews·11:07 ET

    Edelman Financial Engines brings fiduciary advice to small business plans
75. IN
    InvestmentNews·09:31 ET

    Women investors drive new advisor training from Amplified Planning
76. IN
    InvestmentNews·08:53 ET

    Hightower Signature Wealth adds $1.6B Boston-area firm
77. IN
    InvestmentNews·06:38 ET

    AI assistant Robin gives wealth firms plain-English workflow control
78. IN
    InvestmentNews·06:36 ET

    AI unicorn startups attract record venture capital in 2026
79. IN
    InvestmentNews·06:34 ET

    What $65 trillion in global capital actually requires before it deploys
80. IN
    InvestmentNews·06:31 ET

    Two RFG-affiliated advisory firms merge to form $750M WFA Volare
81. IN
    InvestmentNews·06:30 ET

    BridgePort taps Osaic M&A veteran to drive fee-only RIA growth
82. IN
    InvestmentNews·16:14 ET

    Private credit defaults don't mean losses. Here's what advisors should watch
83. IN
    InvestmentNews·15:17 ET

    Blackstone private credit fund continues to restrict investors selling shares
84. IN
    InvestmentNews·15:04 ET

    US annuity sales hit $121 billion in second quarter to drive new first-half high
85. IN
    InvestmentNews·14:38 ET

    Gryphon Wealth co-founders talk tech and growth 'with intention'
86. IN
    InvestmentNews·13:43 ET

    Edward Jones bets on college athletes with new Duke, Oregon deals
87. IN
    InvestmentNews·10:52 ET

    Beacon Pointe taps BlackRock, Vanguard vets in C-suite expansion
88. IN
    InvestmentNews·09:29 ET

    Prime Capital Financial taps Glenmede veteran to lead new foundations and endowments unit
89. IN
    InvestmentNews·09:00 ET

    Beyond saving for college: Help provide the financial education no one majors in
90. IN
    InvestmentNews·08:35 ET

    Wealth.com secures &Partners deal as estate planning tech surges
91. IN
    InvestmentNews·08:27 ET

    NIL income forces financial advisors to rethink athlete planning
92. IN
    InvestmentNews·06:38 ET

    Global shipping fragmentation poses growing portfolio risk
93. IN
    InvestmentNews·06:31 ET

    Why advisors need to prepare heirs, not just assets
94. IN
    InvestmentNews·06:18 ET

    Goldman's $120 oil scenario puts advisor portfolios on alert
95. IN
    InvestmentNews·15:51 ET

    Fintech bytes: Envestnet reaffirms $1B RIA commitment with Tamarac tech investment
96. IN
    InvestmentNews·14:24 ET

    RIA moves: Maridea acquires multigenerational practice in Pennsylvania debut
97. IN
    InvestmentNews·14:21 ET

    Private equity eyes 401(k) plans, but fees remain a hurdle
98. IN
    InvestmentNews·13:30 ET

    Private infrastructure gains ground as advisors rethink allocations
99. IN
    InvestmentNews·11:22 ET

    IRS floats proposal ending tax breaks for schools that weigh race
100. IN
     InvestmentNews·10:16 ET

     Equal-weight S&P 500 fund breaks $100 billion mark as advisors diversify