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Data & Research Video Webcasts Podcasts White Papers Events Awards Datastore Bookstore Search Subscribe News Latest News RIAs Broker-Dealers Wirehouses Social Security Insurance Health Care ESG Diversity Succession Planning Retirement Planning Regulation Investing Practice Management Technology Women Advisers Opinion COVID-19 Search for: Close search News Annuities August 14, 2020 Advisers might be warming to annuities: Report This year's volatility has some near-retirees worried about protecting their assets, and the insurance products are one way of doing that By Emile Hallez Investments August 14, 2020 New funds offer to limit losses on the ultimate safe haven By Bloomberg News Money Market Funds August 14, 2020 SEC orders firm to pay for share-class disclosure failures By Mark Schoeff Jr. Latest News News Investments August 17, 2020 Give that ETF a snappy ticker A memorable name can help an ETF prosper, and such a ticker is likely to become even more valuable as a flood of day traders enters the market By Bloomberg News Investments August 14, 2020 New funds offer to limit losses on the ultimate safe haven Money Market Funds August 14, 2020 SEC orders firm to pay for share-class disclosure failures Technology August 14, 2020 ICapital boosts access to alts for advisers with PGIM Videos & Podcasts Triple Play: Tips to Grow Your Biz August 10, 2020 Triple Play: How to ace the CFP exam 0 min watch By InvestmentNews 3 Questions August 14, 2020 3 Questions: Aron Szapiro on DOL’s proposed ESG rule 0 min watch By The Numbers August 11, 2020 By the Numbers: Target-date performance 0 min watch Opinion Listening for the stories that drive client behavior By Sarah Newcomb Luke Dean Financial planning profession making great strides to develop diversity JD Gardner The real risk of bonds Nickolas Strain When a spouse passes away Eric Clarke We can no longer settle for a ‘DMV’ portal experience MOST READ 1 Give that ETF a snappy ticker 2 New funds offer to limit losses on the ultimate safe haven 3 SEC orders firm to pay for share-class disclosure failures Newsletter Sign Up For Our Newsletters Subscribe for original insights, commentary and discussions on major news stories of the week, from the InvestmentNews team SIGN UP Partner content Alliance for Lifetime Income July 30, 2020 Pandemic Has More Americans Thinking About a Retirement Reset 2 min read Goldman Sachs July 10, 2020 Help Meet Liquidity Needs. Without Needing to Sell. 2 min read Commonwealth Financial Network June 1, 2020 3 Strategies for Work-Life Balance in the “New Normal” 5 min read Upcoming Events EVENTS August 25, 2020 The InvestmentNews Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level. EVENTS October 27, 2020 40 under 40 The Future of Our Business EVENTS November 16, 2020 Women to Watch In its fifth year, the InvestmentNews Women to Watch recognition program is honoring 22 female financial advisers and industry executives.. EVENTS November 18, 2020 Innovation Summit & Awards This new event included the icons and innovators alumni, along with those recognized on this year’s list to discuss how they turned passion into action and ideas into transformation. EVENTS White papers White papers August 15, 2020 Advice From Afar COVID-19 changed where and how we work with investors. See how providing a world-class digital experience boosts practice efficiency while building trust with clients. 1 min read White papers August 3, 2020 Financial literacy for the ages White papers July 30, 2020 Financial Planning for Millennial Women: A Checklist for Financial Advisors White papers July 17, 2020 Help clients visualize what you’ve told them for years Insight Adviser Research Dashboard Competitive intelligence and benchmarking tool for financial advisers who are looking to effectively manage – and grow – their businesses Broker-dealer Data Center Explore the B-D Data Center to find exclusive information and intelligence about the independent broker-dealer industry. Find out which firms offer the highest payouts, have the most reps in the field and generate the most revenue – or create your own custom rankings. RIA Data Center Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*. Advisers on the move Track the latest teams of advisers and brokers changing firms and view recruiting activity at wirehouses, regional brokerages, RIAs and IBDs. MOST READ 1 Give that ETF a snappy ticker 2 New funds offer to limit losses on the ultimate safe haven 3 SEC orders firm to pay for share-class disclosure failures Subscribe Get unlimited access to investmentnews.com Starting at $4.95 a week for 4 weeks SIGN UP Pay just $4.95 for the first 4 weeks About About Us Privacy Policy Terms & Conditions Contact About Contact Staff Help Center Editorial Calendar Media Kit Careers More from us Reprints Content Strategy Studio Custom Research Services Special Reports Subscribers My Account Issue Archive Subscribe © 2020 InvestmentNews LLC. Use of editorial content without permission is strictly prohibited | All rights reserved...

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