InvestmentNews
@investmentnews
Followers
86K
Following
2K
Media
20K
Statuses
44K
InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
Joined August 2009
SEC names NJ Attorney General Gurbir Grewal to head enforcement division; before becoming NJ AG in 2018, Grewal was a federal prosecutor leading a unit that investigated white-collar crime @investmentnews
3
38
128
How do you spell misconception? ETF. As popular as exchange traded funds are these days, there’s a lot of confusion behind the mechanics of them. Here’s how advisers can help clients understand what they need to know to invest wisely.
1
6
101
The art of constructing an investment portfolio has changed over time. Yet, the things we learned in 1952, 1993 and 1605 — yes, 1605 — still play a key role today.
0
10
89
Let's talk about discussing volatility with clients, and how to do it right.
0
10
55
Today we honor tomorrow’s leaders of the advice industry. Introducing the 2020 class of 40 Under 40 from @InvestmentNews. #IN40
3
17
55
Carson Group snags another exec from LPL; Former LPL exec Burt White recruits Ryan Detrick for Carson Group's newly created role of chief market strategist #InvestmentNews @BenjiWriter @CarsonGroupLLC
6
10
57
Popular story (and photo!) in December: Josh Brown, aka @ReformedBroker, has found great success using social media.
9
5
48
20 years of InvestmentNews! We are so happy to be celebrating #IN20th tonight, and we could have never done it without you. Thank you to our readers, clients, employees past and present, social media followers and everyone else. @suzsiracuse @FredPGabriel @brunz99
3
9
45
Big things are happening! HSM is BACK for its second season and is kicking off with a huge guest. This episode features The Honorable Rosie Rios, 43rd Treasurer of the U.S. This is an episode you won't want to miss. Tune in below!.
NEW EPISODE🚨Kicking off Season 2 of #HerSuccessMatters is Rosie Rios, 43rd Treasurer of the U.S. Host @christineashaw chats w/ Rosie on her historical role & her upcoming initiatives to champion women in wealth & empower the next generation. #INPodcasts
0
7
41
Presenting InvestmentNews' sixth class of 40 Under 40: This project highlights young talent in the financial advice industry, people who illustrate tremendous potential. Their stories will surprise, entertain, educate and inspire. We hope you enjoy. #IN40
1
7
41
Congratuations to @suzsiracuse on the first-ever Trailblazer Award at #INW2W! Thank you for all of the work you do to empower women in our industry. Sponsored by @ENVintel
8
3
35
BREAKING: CFA Institute adding crypto, blockchain to curriculum.
2
17
32
With the soul of a teacher and the drive of an Olympian, Tyrone Ross has risen from an impoverished background to become an accomplished adviser and entrepreneur, known especially for his expertise in crypto assets. #IN40
2
2
32
We’re excited to announce the 2021 class of @InvestmentNews’ 40 Under 40. See who made the list at #IN40
3
13
28
Carolyn McClanahan, 53, founder and director of financial planning at Life Planning Partners in Jacksonville, Fla., has an especially unusual background: She’s also a medical doctor. Now, she’s a @newsfromIN Innovator. @CarolynMcC #iconsIN
3
7
25
Tony Stitch — they call him #MrPurple — is @advicentcoo. During his game of Just One Question at #SchwabIMPACT, he chose "What financial advisory moment will we remember most in 2019?" His answer, which is about Jud Bergman, is beautiful.
5
5
25
8 must-read blogs for financial advisers, including @awealthofcs, @ReformedBroker, @wadepfau, and more: http://t.co/Tcc0bNnGhS.
1
10
24
Leadership. Success. Drive. Mentorship. Philanthropy. Presenting the 2017 Women to Watch from @newsfromIN, honoring outstanding women in the financial advice industry. #INw2w
0
11
24
ETFs are popular, but the reality is most investors don’t really understand them. Here’s how advisers can explain exchange traded funds to clients the right way.
2
3
24
Did you know that the U.S. ranks only slightly higher than Botswana in adult financial literacy? It’s true, and that’s not all. More in financial literacy: An epic fail in America. A special report from @newsfromIN. #INfinliteracy.
3
12
19
As the first female on the Carson Group executive team, Teri Shepherd brought with her a new way of thinking. She joined the firm in 2012 as chief operating officer. #INw2w @rchusker @CarsonGroupLLC @AaronSchaben
0
5
25
InvestmentNews honors Aaron Klein, CEO and Co-founder of @Riskalyze as one our 2020 Innovator winners who helped shape and transform the financial advice profession. Learn more about Aaron here: #innovateIN
2
1
24
You know, when I was your age . ooof. @dougboneparth says financial advisers should never say that to a millennial. And while you're at it, stop calling them millennials. But, wait! There's more!
4
6
22
IN is looking for top financial advisers and associated professionals who are under the age of 40 to be nominated by our readers and others in the financial planning industry! Nominate your stellar young adviser by 3/5/21 here: #IN40
0
11
23
We hope you'll join us today and all week in celebrating the amazing sixth class of @investmentnews' 40 Under 40. We'll be tweeting profiles and fun facts. If you'd like to share, please use #IN40. Thank you.
1
7
25
Meet 40 young financial stars who stand out from their peers, our 2015 40 Under 40 http://t.co/SkaF6fvzs6
#IN40
http://t.co/q3XhJCkMDP.
1
14
22
COMING MONDAY: We are so excited to announce the 2017 class of Women to Watch, honoring 22 female financial advisers and industry executives who exemplify the definition of true leaders and role models. You won't want to miss it.
0
15
21
Chloe McKenzie's first foray into financial services was as a mortgage trader for JPMorgan, but it was the work she did at a homeless shelter on the weekends that she found more stimulating. #INfinliteracy.
0
7
21
Bill Winterberg returns to adviser #fintech as vice president of financial planning growth at AdvicePay, the fee-payment-process technology created by XY Planning co-founders Michael Kitces and Alan Moore #InvestmentNews @ryanWneal
1
3
21
BREAKING NEWS: Goldman Sachs said to be near deal to buy United Capital.
0
10
22
Why @tonyrobbins is stepping up to the plate to be a voice for independent financial advisers http://t.co/Y7w78lXfIl.
1
8
21
Fun is being had at #SchwabIMPACT, where Team Extreme, the @investmentnews multimedia team, is playing a game called Just One Question. Thought leaders are choosing a random question from an envelope. In tweets over the next few days, you'll hear from them. We hope you enjoy.
2
1
20
Today, the who’s who of the financial services industry have come together in New York City for the 4th annual Women to Watch Awards luncheon. You’ll have a front-row seat as we livetweet all the highlights. #INw2w
0
3
22
InvestmentNews' 2019 class of 40 Under 40 is here. This project, now in its sixth year, highlights young talent in the financial advice industry. These individuals illustrate the tremendous potential of those coming up in the profession. #IN40
1
7
21
IT'S HERE! Presenting our 2018 Women to Watch, @newsfromIN’s annual celebration of outstanding women in the financial advice industry. #INw2w
0
4
21
Congratulations to IN's very own @BDNEWSGUY for his Neal Award win for Best Commentary from @SIIA!
4
3
20
The self-esteem movement has ruined humanity because praise does not boost your ego, accomplishment does. Daniel Crosby breaks it all down in the 10th episode of "On Your Best Behavior."
0
12
21
This new 40 Under 40 class is full of young talent in the financial industry doing remarkable things http://t.co/GQIuLxAONa
#IN40.
1
10
21
Josh Brown, aka @ReformedBroker, really gets social media. And he's finding it's paying off in some unexpected ways.
1
6
20
ANNOUNCEMENT: 40 under 40 nominations now open! Do you know an adviser or influencer in the financial advice industry under age 40 who stands out? Deadline to submit is March 30.
2
19
20
What makes @tonyrobbins the right voice for RIAs? "Intellectual capability coupled with a man who can deliver." http://t.co/zM6dO4hkHE.
1
11
18
On this International Women's Day and every day, we celebrate our amazing Women To Watch. Meet the latest class here: and register for our 4th annual awards luncheon here: #INw2w #IWD2019 #InternationalWomensDay #balanceforbetter
0
4
19
Digital RIA Savvy attracts $11 million in venture capital as it launches advisory firm with set of proprietary technology built entirely in-house #InvestmentNews @ryanWneal
2
6
19
Chicago-based Ariel Investments promotes Mellody Hobson to co-CEO.
0
6
18
See the 75 advisory firms that made InvestmentNews’ fifth annual list of the Best Places to Work for Financial Advisers @InvestmentNews
4
7
19
Fidelity lowering commissions for online stock and ETF trades by nearly 40% for individual investors.
0
6
17
For a fourth year, @newsfromIN recognizes innovative leaders in the financial advice industry who are shaping and transforming the profession. Learn more about these 11 visionaries – one icon and 10 innovators. #InnovateIN
2
13
18
10 millennials making their mark in Washington — and beyond: These next-generation leaders are raising their voices and gaining influence over financial advice regulation and legislation. This week's cover story is by @MarkSchoeff.
0
5
18
Financial literacy: An epic fail in America. From underestimating college loans to not saving enough for retirement, the situation is dire. So what can advisers do to help? We hope you'll start by reading and sharing our special report. #INfinliteracy
0
11
18
In its fifth year, the @investmentnews Women to Watch recognition program is honoring 22 female financial advisers and industry executives who are advancing the financial advice industry. #INw2w
0
3
16
Cheryl Nash @cherylnash2 @Fiserv.Women need more education about opportunities available to them in the financial services, according to Cheryl Nash, President, Investment Services, Fiserv. And she’s doing her part in a big way. #INw2w
1
8
19
Hear key takeaways from our live stream with @DasarteYarnway & @emilesmattingly of @OnyxAdvisors, an organization dedicated to uplifting underrepresented advisers through support, resources & community. #INVideos . Watch the full video here:
0
4
17
Noreen Beaman is the CEO of @BrinkerCapital, and a 28-year veteran of the 30-year-old company. “As a leader, you must ensure that you’re living your values at work.” Learn more: #INw2w
0
8
19
Introducing the 2020 Women to Watch: Meet 23 female leaders advancing the financial advice business via
4
3
17
Our Women to Watch Awards luncheon is coming up on Thursday, and we cannot wait. Please make sure to follow along with #INw2w, and if you are attending please tweet with the hashtag so we can include you in our special Twitter Moment roundup.
0
1
17
Marguerita Cheng credits her parents with the ability to connect with people of all backgrounds. “I get Confucian guilt from my dad and Irish Catholic guilt from my mom,” she said, laughing. Learn more about Marguerita: #INw2w
2
6
18
On this #InternationalWomensDay and every single day, @newsfromIN celebrates female financial advisers and industry executives who are distinguished leaders at their firms. #INw2w
1
9
16
The inaugural Rising Star Award is bestowed on Rianka Dorsainvil, founder of Your Greatest Contribution. This award recognizes an emerging leader in the industry who is still in the early stages of her career, but shows ongoing and exceptional growth in the profession. #INw2w
0
2
17
Social Security cost-of-living adjustment expected to be lowest ever
11
20
16
We are all going to miss this guy. (Ack).
3
1
15
Big day today in Boston! Follow along with #WAS2018, and you'll feel like you're there!
0
3
17
Addressing the shortage of women in the financial planning profession: CFP Board appoints Kathleen McQuiggan special adviser on gender diversity.
0
6
14
Finra seeks comments on possible changes to oversight of complex products; regulator is assessing risks that may arise when retail investors purchase complicated investments without the help of an adviser @InvestmentNews @MarkSchoeff
3
4
17
His influence is evident in the businesses in which Raymond James operates, its approach to investing and risk, and its emphasis on financial planning — all of which have shaped the entire wealth management business. Meet Icon Thomas A. James.
0
19
16
Well, this is absolutely precious and wonderful. Congratulations, Tyrone. Thank you for sharing your wisdom and happiness with all of us. #IN40.
Live reaction of my parents seeing the @investmentnews 40u40 magazine.
1
1
15
SEC charges advisory firm and its executives with defrauding injured NFL players
3
10
16
We’re so excited to announce the 2017 class of @newsfromIN’s 40 Under 40. See who made the list at #IN40
1
4
16
Peggy Ruhlin, Rianka Dorsainvil honored at InvestmentNews Women to Watch luncheon. @PeggyRuhlin @Rianka_D #INw2w
0
7
14
EXCITING ANNOUNCEMENT FROM @investmentnews: We're excited to announce our collaboration with the United Nations to host the first Impact Forum focused on impact investing, Dec. 4-5 in NYC. Read all the details here, and then watch the video. #INimpact @UN
0
4
15
Presenting our 2019 Women to Watch, @investmentnews' fifth annual celebration of outstanding women in the financial advice industry. #INw2w
0
6
15
What if young people could learn saving and investing habits just by playing the video games they already love? They can, with an app backed by @TonyRobbins.
0
8
16
John Oliver voices support for the DOL fiduciary rule, blasts the U.S. retirement system
0
9
15
Ken Fisher, famous annuity hater, invested in annuity companies
2
7
15
Pope Francis wants financial advisers to work like fiduciaries
1
7
13
While Chloe McKenzie worked on Wall Street helping high-net-worth clients gain more wealth, she spent the weekends volunteering as a financial counselor at a nearby homeless shelter. That experience changed everything. #IN40
1
2
13
That's a wrap!🎬 Thank you to everyone who tuned in to our first-ever Twitter Live with our wonderful guests @emilesmattingly @DasarteYarnway of @OnyxAdvisors and host @slimslamb! . Didn't catch it live? You can watch the conversation in our Twitter feed���️.
1
3
14
Describing herself as someone “not afraid to dream big,” this year’s recipient of the Alexandra Armstrong Award for Lifetime Achievement in Financial Planning is @PeggyRuhlin. #INw2w
2
11
15
Ares Wealth Management Solutions introduces a groundbreaking shift from the traditional 60/40 portfolio to a 50% Private Markets Portfolio. Explore the innovative approach co-authored by industry experts.
3
5
14
Join us this Thursday at Noon ET for InvestmentNews' first ever live-streamed conversation with the founders of the @OnyxAdvisors, @emilesmattingly & @DasarteYarnway. Hosted by IN's @slimslamb. Tune in LIVE only on the InvestmentNews Twitter account!🎥
0
5
13
Sacha Millstone, senior vice president of investment at the Millstone Evans Group of @RaymondJames, entered the business because she wanted to do socially responsible investing. #INw2w
1
4
13
Icons. Innovators. Game-changers. 20 visionaries who’ve shaped & transformed the financial advice industry. #iconsIN
0
19
14
Orion sets sights on breakaway brokers. The company is partnering with @ReformedBroker and @MarketCounsel to help advisers go independent.
1
5
14
Future of Financial Advice: This is happening right now, and we could not be more excited. InvestmentNews was able to gather some of the industry’s thought-leaders to discuss the future of the industry — specifically merging digital and human advice to improve outcomes. #FutureIN.
1
4
13