🌟 Announcing the Excellence Awardees for InvestmentNews Women To Watch 2024! Join us in celebrating the remarkable women who have made a significant impact in the industry. Their leadership and innovation are driving change and setting new standards. Congratulations to all the awardees! Stay tuned for more updates and be part of the celebration on November 6 at Tribeca 360, New York. See the full list here: https://lnkd.in/gjQTctBu #INW2W #WomenToWatch #IndustryExcellence #CelebrateSuccess
InvestmentNews
Newspaper Publishing
The most trusted resource for Financial Advisors and RIAs.
About us
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. InvestmentNews provides exclusive and up-to-the-minute news, and actionable intelligence that empowers financial advisers to serve their clients and run their businesses more effectively.
- Website
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https://www.investmentnews.com
External link for InvestmentNews
- Industry
- Newspaper Publishing
- Company size
- 51-200 employees
- Headquarters
- New York
- Type
- Public Company
- Founded
- 1998
- Specialties
- investing, financial planning, financial advice, retirement, 401(k), social security, taxes, fintech, women in financial advice, 40 under 40, podcasts, and social security
Locations
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Primary
685 3rd Ave
New York, 10017, US
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14 Bonhill Street
London, England EC2A 4, GB
Employees at InvestmentNews
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Deborah Nason
Freelance Writer @ CNN.com and CNBC.com | Financial Writing, CFA Investment Foundations
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Michael Schott
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Mary Beth Franklin
Public speaker passionate about retirement income strategies
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Dr. Jason VanDuyn
President of AQuest Wealth Strategies; Helping Clients Pursue Financial Freedom for 19 Years
Updates
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Is your company recognized for its exceptional work environment? InvestmentNews is now accepting submissions for our Best Places to Work 2025 list. We evaluate companies based on culture, benefits, employee development, and more. Complete the online form by September 27 for a chance to be featured. Winners will be highlighted in February! https://hubs.la/Q02PRGy40
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#ENVElevate: At Envestnet Elevate 2024, Osaic SVP Catherine Knopf sat down with InvestmentNews anchor Gregg Greenberg to discuss a vital topic for financial advisors: balancing personalization and scale. Knopf emphasized that with the right approach, advisors can deliver personalized solutions while growing their business effectively. https://hubs.la/Q02PGQ2g0 #EnvestnetElevate #FinancialAdvising #Personalization #BusinessGrowth
Envestnet Elevate 2024 - Why advisors don’t have to choose between personalization and scale
investmentnews.com
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Planning for retirement? Married couples have unique opportunities to enhance their Social Security benefits. Our latest guide offers valuable insights on effective strategies, such as delaying retirement and utilizing spousal benefits, to optimize your retirement income. Share this with your clients to help them make informed decisions and secure their financial future. https://hubs.la/Q02PRyVr0
Best Social Security strategies for married couples
investmentnews.com
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🎓 We’re excited to announce The American College of Financial Services as the Official Educational Partner of the #INWomenAdvisorSummit! At their Center for Women in Financial Services, they empower women to excel in the financial industry through research, mentorship, and a supportive community. Join us on November 6, 2024, to learn more about their mission and make meaningful connections! Register here: https://hubs.la/Q02Pc6sR0 #WomenInFinance #FinancialEducation #WealthManagement #Finance
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AI can enhance efficiency for financial advisors, but does it lead to more clients? While technology helps scale operations and save time, experts emphasize the importance of maintaining the human, emotional connection with clients. Discover why a blend of AI and personal touch is crucial for success in client relations. https://hubs.la/Q02PRGBM0
Does more AI use mean more clients? Think again
investmentnews.com
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#nasdaq: In an insightful discussion, Adam Grealish, Head of Investments at Altruist, provides valuable advice on enhancing cash management practices with InvestmentNews anchor Gregg Greenberg. Learn how to optimize cash flow, implement effective strategies, and improve overall financial management. Don’t miss these expert tips for advisors looking to elevate their cash management game. https://hubs.la/Q02PRyGr0
Ideas for advisors seeking to improve their cash management
investmentnews.com
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As the ETF market evolves, transparency is becoming the norm. Asset managers like Gabelli and New York Life are leading the charge by transitioning from semi-transparent to fully transparent ETFs. Explore why this shift is happening and what it means for investors and the industry. https://hubs.la/Q02PRzXh0
The transparency choice for ETFs
investmentnews.com
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Spotlight on Success: Meet the Excellence Awardees of InvestmentNews Women To Watch 2024! 🌟 We’re thrilled to honor the incredible women whose contributions are shaping the future of our industry. Their achievements are truly inspiring. Congratulations to all! 🎉 See the full list here: https://hubs.la/Q02PyyGm0 #INW2W #WomenLeaders #IndustryImpact #CelebrateExcellence
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Celebrating 50 years of ERISA, retirement experts reflect on its impact and identify areas for improvement. Phyllis Borzi highlights the need for comprehensive IRA protections to safeguard retirement assets. Explore the progress made and future directions for enhancing retirement security in our latest coverage. https://hubs.la/Q02PRygQ0
Erisa at 50: Retirement leaders reflect on what it got right, and wrong
investmentnews.com