InvestmentNews

InvestmentNews has been a trusted source for news and insights critical to financial advisers since 1998. Our weekly publication offers thorough coverage and reliable, unbiased reporting on the financial services sector, giving advisers access to market intelligence that can't be found elsewhere. Today, financial advisers depend on InvestmentNews for the latest updates on events and developments that impact their clients' investments, solidifying our position as the leading news outlet for the financial adviser community.

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Fintech bytes: Orion and eMoney add new planning, investment tools for RIAs

1 week ago | investmentnews.com | Leo Almazora

Orion and eMoney both rolled out updates this week aimed at enhancing how RIAs manage investments and deliver financial plans to clients. Orion announced that a suite of separately managed accounts and model portfolios from JPMorgan Asset Management is now available on its platform. The additions include five equity SMAs and two sets of exchange-traded fund model portfolios – strategic and tactical – tailored to different investment objectives and market conditions.
Retirement uncertainty cuts across generations: Transamerica

1 week ago | investmentnews.com | Leo Almazora

Despite differences in age, income, and work experience, American workers across four generations face common financial challenges as they save for retirement, according to new findings from the Transamerica Center for Retirement Studies in collaboration with the Transamerica Institute.
Judge OKs more than $90 million in settlement money for GWG investors

1 week ago | investmentnews.com | Bruce Kelly

A federal judge in Houston last week approved $91.3 million in settlement cash to be paid by four groups of executives and professional firms in the bankruptcy case of GWG Holdings Inc. U.S. Bankruptcy Judge Christopher Lopez on June 13 approved $30 million settlement with GWG’s law firm Mayer Brown, an $8.5 million settlement with Texas accounting firm Whitley Penn and a $2.3 million settlement with brothers Jon R. and Steven F. Sabes, the original founders of GWG, according to published reports.
Raymond James continues recruitment run with UBS, Morgan Stanley teams

1 week ago | investmentnews.com | Leo Almazora

Raymond James has recruited two wirehouse advisor teams that previously managed a combined $840 million in client assets, as part of its continued expansion across both its independent and employee channels. In Salt Lake City, Jim Phillips and Aaron Phillips have joined Raymond James Financial Services, the firm’s independent advisor division. Their team operates as Cottonwood Capital Management and includes client service associates Jordan Fletcher and Nicole Klekas.
Elevation Point backs $2.5B UBS breakaways' new RIA

1 week ago | investmentnews.com | Leo Almazora

Continuing the trend of departures from UBS this year, a trio of longtime advisors overseeing roughly $2.5 billion in client assets at the wirehouse has launched their own firm with support from Elevation Point.
RIA wrap: Dakota Wealth elevates senior leaders, CapWealth taps tax planning ace

1 week ago | investmentnews.com | Leo Almazora

A trio of independent RIAs have announced leadership appointments and strategic shifts this week, underscoring continued growth and organizational evolution across the sector. Dakota Wealth Management promotes three senior leaders Dakota Wealth Management, a Palm Beach Gardens-based firm with $6 billion in assets under management, promoted three senior leaders to executive positions as it looks to expand its advisory and investment capabilities.
US adults are the second wealthiest in the world on average but who’s top?

1 week ago | investmentnews.com | Steve Randall

Strong performance in financial markets and a stable US dollar helped boost global wealth by 4.6% in 2024, accelerating from 4.2% in the previous year. Within this, a significant cohort dubbed EMILLIS – Everyday Millionaires with Investable assets of between one and five million dollars – saw their population quadruple since 2020 to 52 million by the end of 2024.
Advisors want simple, flexible alternative investment products, but the market is lagging

1 week ago | investmentnews.com | Steve Randall

Alternative investments may need a rebrand at some point, because they are becoming less ‘alternative’ and more mainstream, especially among younger investors. But even as demand in areas such as private markets grows, advisors are often left scrambling for clear information and education, and a lack of suitable products for a retail client base. Something the alts industry needs to address.
With AI disrupting search, should advisors call it quits on SEO?

1 week ago | investmentnews.com | Leo Almazora

As hard as it is to imagine, it looks like the search is almost over ... and by that, we mean Google search. That's the long and short of an article by Barron's this week, which went into painstaking detail to show how internet users' increasing comfort with artificial intelligence has short-circuited what's been the de facto superhighway for all things online. As Barron's tells it, internet search traffic has been on the decline for much of the past year.
Social Security trustees see one less year in insolvency countdown, projects shortfalls starting 2034

1 week ago | investmentnews.com | Leo Almazora

Social Security is on track to run short of funds to pay full benefits one year sooner than previously expected, according to the program’s annual trustees report released Wednesday. The revised forecast now places the projected depletion of the program’s combined trust funds in 2034. Without legislative intervention, recipients could face a 19% cut in scheduled payments starting that year.