InvestmentNews

You've got more time to recognize the best in wealth management! The InvestmentNews Awards 2025 nominations deadline has been extended to March 14, 2025—don’t miss this chance to celebrate industry excellence. From standout advisors to firms driving innovation and impact, these awards honor the professionals and organizations shaping the future of financial services. Submit your nomination today and help recognize the leaders making a difference! 👉 https://hubs.la/Q03541tz0 #INAwardsUS #InvestmentNewsAwards #WealthManagement#Leadership

The great wealth transfer is here—but not all baby boomers are rushing to pass down their fortunes. Gregg Blake of TritonPoint Wealth notes that many lack a detailed plan, while Paul Simons of PUREfi sees a shift toward purpose-driven wealth transfer. Meanwhile, Matt Liebman of Amplius Wealth Advisors highlights evolving tax strategies and estate planning trends. https://hubs.la/Q038pXC-0

#InvestmentNewsTV: Tom Ruggie believes that a culture of experimentation and learning is key to success in wealth management. By embracing failure as a stepping stone, firms can drive innovation, enhance client experiences, and stay ahead in a competitive market. Watch full interview here: https://hubs.la/Q038pN-T0

Financial advisors are embracing generative AI like never before! A new survey shows 91% already use it, with top applications in predictive analytics, marketing, and even personalized financial planning. https://hubs.la/Q038q1RR0

goRIA with Marty Bicknell (Founder + CEO, Mariner) If you love "Origin Stories"... you'll love this one! Chuck talks with Marty Bicknell, Founder + CEO of Mariner about how Marty went from being a receptionist at AG Edwards to founding and running one of our country's largest and most respected RIAs. Tune in on Wednesday, Feb. 26, at 3pm ET to get a tase of what they talked about... ======================================= #goRIA: Fueled by InvestmentNews =======================================

Major shake-up at the SEC? Reports suggest plans to eliminate regional director positions as part of a broader cost-cutting effort. What could this mean for enforcement and oversight? https://hubs.la/Q038pL6t0

The story of Farther is a testament to the power of vision and execution. Co-founder Taylor Matthews shares insights into building a wealth management platform from the ground up, overcoming early challenges, and scaling without compromising on client experience. Learn how Farther is combining cutting-edge technology with personalized service to transform the wealth management industry. https://hubs.la/Q038pRcb0 #FinTech #WealthManagement #Startups #Entrepreneurship #Leadership #Innovation

America’s wealthiest families aren’t as permanent as you think. A new study shows that 85% of the richest individuals in history fell out of the top 0.1% within a decade. https://hubs.la/Q038grrW0

Lido Advisors, LLC's nationwide expansion is redefining high-net-worth wealth management. CEO Jason Ozur shares how a family-office approach, private equity backing, and a people-first culture are driving growth. https://hubs.la/Q038gzgZ0

Allstate is making waves by using AI-generated emails for claims handling—leading to clearer, more compassionate communication than human agents. CIO Zulfi Jeevanjee admits past messages were riddled with jargon, frustrating customers. Now, AI ensures consistency, clarity, and courtesy in every response. https://hubs.la/Q038gMS90