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

UBS’s controversial compensation changes could lead to 600 financial advisors (10% of its U.S. workforce) leaving the firm this year, according to a Diamond Consultants report. https://hubs.la/Q03cZG2t0

With a potential $4 billion stock or debt sale, LPL Financial may be gearing up for another major acquisition in the financial advisory space. https://hubs.la/Q03cZBtD0

A huge congratulations to Corey Schneider CFP AIF, Founder & CEO of Sentinel Solutions, for being recognized among InvestmentNews Top Advisors 2025! With a mission to provide highly customized financial planning solutions, Corey has helped countless clients maximize their wealth, protect their legacy, and secure their future. Learn more about his approach to smart financial planning here! https://hubs.ly/Q03cV4gg0 #WealthManagement #FinancialSecurity #INTopAdvisors2025

With tax season in full swing, Amanda Regnier, senior wealth strategist at CIBC Private Wealth US, shares strategic ways high-net-worth investors can optimize charitable giving. https://hubs.la/Q03cZBH50

#InTheNasdaq: David McNatt, CFA, EVP of Investment Solutions at AssetMark, shares insights on optimizing portfolios by balancing publicly traded stocks with alternative investments. https://hubs.la/Q03cY3GB0

The shift toward fee-based compensation in wealth management continues to gain momentum, with Cerulli Associates projecting that 77.6% of financial advisors will operate under this model by 2026. https://hubs.la/Q03cz4Xj0

As IRS workforce cuts raise concerns about tax enforcement, the agency is betting on modernized technology to fill the gap. With AI-driven systems and improved customer service tools, IRS leaders aim to boost efficiency amid staffing reductions. https://hubs.la/Q03czmV80

Flexibility and work-life balance move the needle for America’s advisors. Thousands of employees shared their insights with InvestmentNews to help recognize the Best Places to Work for financial advisors in the USA, where supportive, inclusive, and flexible environments thrive. Part of the 2025 list are: ?? Zuckerman Investment Group ?? IAG Wealth Partners ?? Winthrop Wealth Discover the top employers fostering togetherness and equity. READ THE FULL REPORT: https://hubs.la/Q03cLQqn0 #FinancialAdvisors #INBestPlacesToWork #WorkLifeBalance #InvestmentNews

With key provisions of the 2017 Tax Cuts and Jobs Act set to expire in 2025, financial planners are urging clients to act now to protect their retirement and estate plans. Top strategies include Roth conversions, maximizing retirement contributions, and tax-loss harvesting to mitigate potential tax increases. https://hubs.la/Q03czpf_0