InvestmentNews

08/10/2025

As digital transformation becomes non-negotiable, firms are shifting from flashy platforms to deeply integrated, flexible solutions.

Lisa Jacobs, Head of Product Management at intelliflo redblack, shares how modular onboarding, customer-inspired enhancements, and seamless integration are helping advisors scale smarter and serve better.

In an industry of broad solutions, firms like intelliflo prove 'you just need tools that play well together'

08/10/2025

: Billy Obregon, CEO of Vontobel SFA, makes a compelling case for international asset custody in his conversation with InvestmentNews anchor Gregg Greenberg.

Billy Obregon, CEO of Vontobel SFA, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors should consider diversifying the custody of their assets internationally.

08/10/2025

Chuck catches up with CAIS' Chief Marketing Officer, Alex Cavalieri, to talk about what we can expect at next week's CAIS Summit in Beverley Hills.

08/10/2025

Growth versus Scale: Why knowing the difference matters. LPL Financial reveals that while 83% of advisors list growth as a top priority, only a third see consistent results—because they haven’t defined what kind of growth they want or built the infrastructure to support it.

What separates advisors who scale successfully from those who stall? It starts with clarity, structure, and stronger relationships.

08/10/2025

Time’s almost up—don’t miss your chance to be recognized.

If your organization fosters a standout culture, offers exceptional benefits, and empowers its people to thrive, now’s the time to showcase it.

Submit your nomination by Friday, October 10 to be considered.

https://hubs.la/Q03KgKmn0

07/10/2025

As wealth management faces a looming talent gap, Patrick Swift of Amplius Wealth, Brandon Ross of Quotient Wealth Partners, and Carson Demberger and Anna Schrank of Dynasty Financial Partners point to culture, purpose, and digital fluency as keys to attracting Gen Z talent.

Wealth managers need talent more than ever and Gen Z members need jobs. Here's what it takes to bring the two parties together.

07/10/2025

Baltimore Orioles pitcher Tyler Wells is partnering with financial advisor Justin Boeving of Socium Advisors to build both his financial future and a stronger 2026 season.

MLB starter credits Socium Advisors with helping manage his taxes, investments and training costs as the right-hander prepares for a pivotal 2026 season.

07/10/2025

While AI can now breeze through CFA exams, only 43% of human candidates passed Level I in August. CFA Institute’s Chris Wiese stresses that human judgment remains vital to interpret and verify AI-driven analysis.

Results from August fall below those seen in May and February as AI models ace the hardest level of exam in minutes.

07/10/2025

Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with Kevin Keller, CAE, CEO, CFP Board to discuss:

👉 Conference Wrap Up



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07/10/2025

Record-breaking gold prices above $4,000 reflect global uncertainty. eToro’s Bret Kenwell calls it a long-term story, while Midas Discovery Fund’s Tom Winmill warns the surge won’t peak “anytime soon” given persistent debt and deficit spending.

Experts tell InvestmentNews the surge in gold is no flash in the pan - and can go higher.

07/10/2025

Chuck’s recording LIVE at The CFP Connections Conference in Chicago. In this segment, Chuck catches up with Liz Miller, 2025 Chair of the CFP Board to discuss:

👉 What is the CFP Board doing to help elevate women in the planning profession?



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07/10/2025

: Chip Castille, Managing Director at Wilshire, joins InvestmentNews anchor Gregg Greenberg to discuss integrating private market assets into retirement plans and why it matters for long-term investors.

Watch the full interview to uncover how alternative assets can reshape retirement portfolios.

Chip Castille, managing director at Wilshire, sits down with InvestmentNews anchor Gregg Greenberg to discuss the integration of private market assets into retirement plans.