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IN 40 Under 40

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through our weekly newspaper, website, newsletters, research, events, social media, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively. InvestmentNews is owned and operated by London-based Bonhill Group plc.

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We’re excited to announce Chuck Failla, Founder and CEO at Sovereign Financial Group, Inc, will be moderating a special keynote at the RIA Lab: The Path to Indexing on June 1st. Join us for this free, virtual event to learn how direct indexing can help better tailor your client’s portfolio!
 
Earn 1 CE Credit – register now to attend! https://buff.ly/3W5jxkh
 
#INRIALabs #RIAs #investmentstrategy #directindexing #wealthmanagement #investmentadvisor

Ahead of 529 College Savings Day Monday, here's a rundown of the costs that have become qualified expenses for 529 plans over the past decade  #InvestmentNews

We’re excited to announce Cindy Galiano, Managing Director, U.S. Wealth Platform at Morningstar will be speaking during the RIA Lab keynote panel, The Path to Direct Indexing, on June 1st. You won’t want to miss it!
 
Earn 1 CE Credit – register now to attend! https://buff.ly/3W5jxkh
 
#INRIALabs #RIAs #investmentstrategy #directindexing #wealthmanagement #investmentadvisor

goRIA with Jeff & Chuck (TOPIC: The many choices of RIAs to affiliate with)

Looking to go RIA? Well... we have some great news -- you have many, many choices!

You can build your own RIA or you can partner with one of the 100s of established RIAs and simply "plug & play". Our mission at goRIA is to delver to you the information you need to make the choice that's best for you. 

This week, Jeff & Chuck will explore some of the many options you have if you decide "tucking in" to an existing RIA is best for you.

Join us LIVE on May 31st to participate in the discussion.

We’re proud to announce Anand Sekhar, Vice President, Practice Management & Consulting at Fidelity Investments, will be speaking at the 40 Under 40 Summit and Awards! Join us as he shares trends in wealth management to increase the value of your practice.
 
Register now:
https://buff.ly/43ck0Uh
 
#IN40 #InvestmentNews #investmentadvisors #financialplanning #financialservices #finance

goRIA with Jeff & Chuck (LiveStream)

Can something be illegal AND ethical? Jeff & Chuck will explore exactly that during this week's LiveStream as they unpack the idea of using insurance commissions to offset financial planning fees.

Join them for the LIVE discussion!

Thank you to our Silver Sponsor, AssetMark, for supporting the RIA Lab: The Path to Direct Indexing on June 1st!
 
Join us and earn 1 CE Credit – register now! https://buff.ly/3Mf9RPH
 
Interested in sponsorship opportunities? Contact us! https://buff.ly/3RYPKHX
 
#INRIALabs #RIAs #investmentstrategy #directindexing #wealthmanagement #investmentadvisor

The latest in financial #AdvisorTech for May 2023, including Betterment's $9 million settlement with SEC and whether it points to more SEC scrutiny of RIAs' tax-loss harvesting promises  #InvestmentNews #fintechnews @MichaelKitces

The torrent of emails we received from members of all generations in response to '#Boomers bite back' was something we'd NEVER experienced before. Check out part 3 of this epic trilogy by Gregg Greenberg #retirement #genz #genx  https://lnkd.in/e6niscUh

On Episode 3 of the goRIA podcast, Jeff and Chuck chat with Brad Genser, co-founder and CTO of Farther, about Farther's "tuck-in" strategy of going RIA.
 
Listen to this episode, and check out all episodes in the “How to go RIA” 3-part series! https://buff.ly/42N5jHl
 
#RIAs #independentadvisor #financialadvisor #wealthmanagement

InvestmentNews is the leading source for news, analysis, and information essential to the financial advisory community. It 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.

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