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| Dec 12, 2025 | Financial Planning Names Halbert Hargrove a 2025 Best RIA to Work For | Halbert Hargrove was ranked 9th out of 60 RIAs
LONG BEACH, Calif., Dec. 12, 2025 /PRNewswire-PRWeb/ -- For the second consecutive year, Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $3.5 billion (as of 12... |
| Oct 6, 2025 | Halbert Hargrove Named to CNBC FA 100 List for the Seventh Consecutive Year | Halbert Hargrove ranked 87th on the 2025 FA 100 List of best financial advisors and top firms
LONG BEACH, Calif., Oct. 6, 2025 /PRNewswire-PRWeb/ -- Today, Halbert Hargrove, a fiduciary investment management and wealth advisory firm with $3... |
| Feb 12, 2025 | Whitney Parker Mitchell Joins Arizent as CMO | Arizent, a leading business information company delivering insights, analysis, and connections through its trusted publications, in-depth market research, and globally recognized events, has appointed Whitney Parker Mitchell as Chief Market... |
| Jan 12, 2024 | Paul Comstock Partners Recognized by Index One as a Leading Fee-Only Registered Investment Advisor (RIA) Firm in 2023 | Founded in 1983, Paul Comstock Partners has been a beacon of independent, objective financial advice in Houston, TX.
Our approach has always been to offer not just financial advice, but a partnership that navigates the complexities of wealt... |
| Dec 6, 2023 | Becoming a CFP® Professional Means Joining a Community | (NewsUSA) - Becoming a CERTIFIED FINANCIAL PLANNER™ professional means more than just a successful career — it means joining a supportive community. CFP Board and CFP® professionals foster this community at various stages of the CFP® certif... |
| Jun 23, 2023 | Financial Planning publishes Winning the Great Wealth Transfer 2023 research report, examining the challenges and opportunities in capturing the next wave of clients | "New client acquisition is central to the transferring of assets from older clients to younger beneficiaries, which is why outreach strategies become significant. We’ve found that technology may be the key for advisors who want to reac... |
| Feb 27, 2023 | Arizent, the parent company of American Banker, National Mortgage News, Financial Planning and Digital Insurance, publishes its 2023 Tech Priorities research report | “Over the next two years, maintaining regulatory compliance and enhancing cybersecurity are top priorities. This is likely an attempt by organizations to take stock of digital changes already made and to fix any infrastructure issues to ens... |
| Feb 2, 2023 | Financial Planning publishes 2023's Top 40 Brokers Under 40, representing firms like Morgan Stanley, Merrill and UBS Wealth Management | “In some ways, this year’s rankings act as a cautionary tale. Several of the top brokers have switched firms during their careers, illustrating the risks organizations run when they don’t invest in suitable retention strategies.”
NEW YORK (... |
| Jan 5, 2023 | Arizent publishes 2023 Predictions Research Reports for American Banker, Financial Planning, National Mortgage News and Digital Insurance | “Despite a shared negative economic outlook across communities, leaders are identifying areas for growth to keep pace with competitive pressure and customer expectations. From tech investments to shifting consumer behavior, businesses are a... |
| Nov 22, 2022 | Arizent launches 2023 media kits: American Banker, The Bond Buyer, National Mortgage News, Digital Insurance, Financial Planning, Accounting Today, Employee Benefit News | “Our refreshed marketing services show a continued drive to find innovative ways to bring clients closer to the influential communities we serve. The enhanced offerings provide new value and opportunities for businesses to build meaningful ... |
| Nov 14, 2022 | The Bond Buyer’s research report, The Role of Munis in the Future of Cities, examines how stakeholders are reassessing infrastructure plans amid global market volatility | "The Infrastructure Investment and Jobs Act provides billions in grants for state and local governments. Where municipal finance professionals are challenged now is how quickly and effectively they can spend it amid an inflation-fueled... |
| Nov 14, 2022 | Preparing for fintech’s second decade: 4 moves your firm must make now | Grant Easterbrook Contributor
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Grant Easterbrook is a fintech consultant based in Amsterdam. His work has been cited in the media over 150 times. He also co-founded Dream Forward, which was acquired in 2020.
This year marks ... |
| Oct 26, 2022 | New Arizent research report, The ROI on DEI, examines how companies understand and qualify the impact of DEI initiatives | "Companies which are perceived by their employees as having a genuine commitment to inclusion are more likely to be healthy workplaces for all employees. Employees at these companies are also more likely to say their companies encourag... |
| Oct 4, 2022 | Financial Planning publishes RIA Leaders 2022: Top 20 fee-only RIA firms | This list reflects how independent firms are leading the industry by providing clients with comprehensive planning and advice while having as few conflicts of interest as possible. Each of these firms is helping Americans achieve financial ... |
| Jul 25, 2022 | New Arizent research, The Future of the Data-driven Workplace, analyzes artificial intelligence implementation in financial services and the benefits it provides | “AI isn’t a novel business tool anymore — it’s part of every company’s playbook. Regardless of which firms are using it, AI’s impact on data-driven decision making across every financial services sector is undeniable.”
NEW YORK (PRWEB) July... |
| Jun 16, 2022 | Financial Planning releases its annual report on wealth management technology — The 2022 Tech Survey: The Wealthtech Labyrinth | “Wealth management is now a technology business. There’s a digital tool for every aspect of a financial advisor’s day-to-day life. Some tasks are impossible without one.”
NEW YORK (PRWEB) June 16, 2022
A new survey conducted by Arizent, par... |
| Jun 8, 2022 | Ethic Named a “Best Place to Work in Financial Technology” For Second Consecutive Year | "Our culture seeks to inspire innovation while providing everyone with the opportunity to make a meaningful difference.” - Doug Scott, CEO of Ethic
NEW YORK (PRWEB) June 08, 2022
Ethic, the tech-driven asset management platform that po... |
| Jun 2, 2022 | Arizent unveils the Best Places to Work in Financial Technology 2022 | “This year, competition for tech talent has grown fiercer across the country,” said Penny Crosman, executive editor, technology at American Banker
NEW YORK (PRWEB) June 02, 2022
Arizent and Best Companies Group have announced the 2022 Best ... |
| Apr 21, 2022 | Financial Planning announces Brian Wallheimer as new Editor-in-Chief | “Brian’s leadership will help us expand the many ways we serve the wealth management community,” said Arizent CEO Gemma Postlethwaite.
NEW YORK (PRWEB) April 21, 2022
Arizent, a leading provider of business information, announced today that... |
| Dec 1, 2021 | AssetMark Financial : 5 Hidden Ways Your Technology May Be Holding You Back | To meet clients' expectations, you need integrated digital solutions that support your business end-to-end
For registered investment advisors, there's little question that technology can make your business more efficient and serve clients w... |
| Oct 8, 2021 | 2 steps to take right now to build generational wealth for years to come | Insider
Personal finance pros Echo Huang and Kelly Lannan joined Insider's Master your Money virtual event, presented by Fidelity.
Financial literacy and hiring the right experts are key. Building wealth takes smart planning.
Generational w... |
| Oct 8, 2021 | 2 steps to take right now to build generational wealth for years to come | Personal finance pros Echo Huang and Kelly Lannan joined Insider’s Master your Money virtual event, presented by Fidelity.
Financial literacy and hiring the right experts are key. Building wealth takes smart planning.
Generational wealth is... |
| Oct 5, 2021 | Some wealth managers are helping clients take advantage of a loophole to use crypto losses to offset taxes on other assets | About 14% of financial advisors are recommending their clients invest in cryptocurrencies.
Cryptocurrency investments can take advantage of a tax loophole legislators are working to close.
Even more wealth managers are planning to recommend... |
| Sep 27, 2021 | AssetMark Financial : Knights of Columbus RIA Builds More Ties Between Faith and Wealth | Amid growing links between investors' faith and their money, a Catholic fraternal benefit society aims to work with RIAs by offering proprietary model portfolios using its ESG screens.
The Knights of Columbus Asset Advisors and wealth manag... |
| Aug 7, 2021 | LPL CEO weighs in on adviser’s TikTok racism scandal | Subscribe to Fortune Daily to get essential business stories straight to your inbox each morning.
It’s rare for $1.1 trillion brokerage LPL Financial to cut ties with any of the financial advisers it works with. But after a TikTok video acc... |
| Aug 1, 2021 | These Are The Top Ten Long-Term Bond Funds | August 1, 2021 5 min read This story originally appeared on ValueWalk
Long-term bond funds primarily invest in government securities and corporate bonds having a medium to long maturity period. Such funds are sensitive to the changes in the... |
| Jul 1, 2021 | The Future of Work: Employers, employees and the long road to compromise | Survey finds employers and employees have embraced remote work, but differ on what comes next.
NEW YORK (PRWEB) July 01, 2021
A new study from Arizent — parent company of Accounting Today, American Banker, Bond Buyer, Digital Insurance, Emp... |
| Jun 21, 2021 | These Are the Top Ten Intermediate Core Bond Funds | June 21, 2021 4 min read This story originally appeared on ValueWalk
Investing in a core bond fund gives an investor broad exposure to the investment-grade area of the market. Usually these funds are well diversified across the U.S. Investm... |
| Jun 21, 2021 | Arizent Research, Rebooting Innovation, explores effects of how business leaders drive innovation through organization, culture and processes with external sources | "This new study offers business leaders new insights into the way their peers are organizing their internal cultures, teams and processes to deliver innovation.” says Janet King, Vice President, Research, Arizent.
NEW YORK (PRWEB) June... |
| May 25, 2021 | These Are The Top Ten Health Mutual Funds | May 25, 2021 5 min read This story originally appeared on ValueWalk
Pharma and healthcare are considered to be evergreen stocks, but they have been underperforming for the past four to five years. However, the sector again came into the lim... |
| May 20, 2021 | These Are the Top Ten Financial Mutual Funds | May 20, 2021 4 min read This story originally appeared on ValueWalk
Investing in banking and financial stocks is always a good bet, especially when the economy is in recovery mode. However, selecting the stocks is the hard part as there are... |
| Apr 22, 2021 | These Are the Top Equity Energy Mutual Funds | April 22, 2021 5 min read This story originally appeared on ValueWalk
Several investors have made massive returns by investing in energy securities. The energy sector, however, is known to be volatile. One can reduce this volatility and ris... |
| Apr 13, 2021 | Ethic Named Among the 2021 Best Places to Work in Fintech | "Our Ethic family is our greatest asset, and it is because of their drive and ingenuity that we are helping address some of the defining issues of our time.” - Doug Scott, CEO of Ethic
NEW YORK (PRWEB) April 13, 2021
Ethic, the tech-dr... |
| Dec 15, 2020 | Chana Schoenberger Joins Financial Planning as Editor-in-Chief | “We’re delighted to have Chana join the Arizent team. Chana’s wealth of experience in the coverage of finance, business and wealth management will help us take Financial Planning to the next level in a highly competitive arena.” David Evans... |
| Oct 27, 2020 | At age 2, my son has more money in the bank than I did at 18, and it's part of my plan to build generational wealth | The author, Kevin L. Matthews, and his son. Kevin Matthews
Insider's experts choose the best products and services to help make smart decisions with your money (here’s how). In some cases, we receive a commission from our partners, however,... |
| Sep 29, 2020 | US proposal on ESG causes sparks to fly… but it’s the right move | A spotlight has been cast on the curious logic underpinning the case for environmental, social, and governance (ESG) investing by the US Department of Labor’s recent actions. |
| Aug 6, 2020 | What’s The ‘Real’ Value Of A Financial Advisor’s Business? | getty |
| Jun 10, 2020 | 9.5 Million Americans Are Raiding Retirement Accounts Amid Covid-19 | The Covid-19 related financial strife has caused more than one in four Americans to raid their ... [+] retirement account.Getty |
| Jun 9, 2020 | I'm a Black financial planner, and there are 3 pitfalls African Americans should avoid when building wealth | Personal Finance Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options.
Financial Planning I'm a Black financial planner, and there are 3 pitfalls African Americans should avoid when buildi... |
| Apr 12, 2020 | The Laws Of Wealth And Investing During The COVID-19 Pandemic | You may fear bears and bear markets, sometimes bears can be quite cute. No to mention great ... [+] fortunes can be made during bear markets. Use the COVID-19 bear market as an opportunity to build wealth. dpa/picture alliance via Getty Ima... |
| Feb 7, 2020 | MineralTree Named to Arizent’s 2020 Best Places to Work in Financial Technology | Cambridge, Mass., February 7, 2020 – MineralTree, a market-leading Accounts Payable and Payment Automation solution provider, has been named one of the 2020 Best Places to Work in Financial Technology. The awards program was created in 2017... |
| Jan 21, 2020 | Why 2020 Is The Year For Fintech | Why 2020 is the year of fintechGetty |
| Aug 22, 2019 | Where Does The Future Lie for Virtual Banks? | As Asia goes through our own virtual banking revolution, looking to our western counterparts may provide hints as to where this journey could eventually take us. |
| Mar 27, 2019 | Daily funding roundup - March 27th, 2019 | ChargeWheel raised $1M; MaintainX landed $3.8M; Proxy received $13.6M; Qupital secured $15M
ChargeWheel: ChargeWheel offers fleet charging all over California for e-bikes, e-scooters and all EVs including commercial electric vehicles. Charg... |
| Aug 1, 2016 | Financial Planning Platform RightCapital Secures $1M in Seed Funding | RightCapital, Inc., a NYC-based financial planning platform for registered investment advisors and independent broker-dealers, secured $1m in seed funding.
The round was led Camellia Venture Capital – a New Jersey based venture capital firm... |
| Jun 3, 2016 | Saudi Arabia's plan to fix its oil 'addiction' won't solve all of its problems alone | Redeem now
An Indian labourer looks at the construction site of a building in Riyadh November 16, 2014. India is pressing rich countries in the Gulf to raise the wages of millions of Indians working there, in a drive that could secure it bi... |
| Sep 24, 2015 | The IPO well is drying up | Redeem now
Bottles tied with ropes are lowered into an almost dried well in Bhaktapur. Reuters/Navesh Chitrakar
FA Insights a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
IPOs are ... |
| Jul 24, 2015 | How to score clients all over the globe | Redeem now
Rem Vyakhirev, head of Russia's mighty gas monopoly Gazprom, looks at a globe during an interview with Reuters correspondents April 29. Vyakhirev is studying plans for expanding even further at home and abroad. Reuters
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| Jun 16, 2015 | Follow these 5 investment rules to make sure you aren't gambling your money away | Redeem now
AP/Keith Srakocic
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
5 investment rules (Financial Planning)
Financial Planning says you should follow these f... |
| Feb 12, 2015 | Raymond James takes back what it told advisors about clawbacks | Redeem now
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FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
Raymond James announces the company, not the advisors, will pay clawbacks (WealthManageme... |
| Feb 11, 2015 | Rumors Of Robo Advisors’ Deaths Are Greatly Exaggerated | Bo Lu Contributor
Editor’s note: Bo Lu is the founder of FutureAdvisor.
Shane Leonard recently wrote a doomsday post on this site about robo advisors, whose rapid growth has made the behemoths of finance take notice.
Now that robo advisors ... |
| Jan 15, 2015 | An Ex-Adviser Is Going To Prison For Dumping All Of His Worst Trades On His Clients | Redeem now
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FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
An Ex-Adviser Is Going To Prison For Saving All The Best Stock Deals For Himself (Financi... |
| Nov 12, 2014 | Rich People Should Be Happy To Donate To Charity | Redeem now
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FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisers.
The Wealthy Can Benefit Financially From Giving To Charity (Investment News)
Investors wh... |
| Sep 18, 2014 | There's More To An Emerging Market Than Whether Its A Commodity Exporter Or Importer | Redeem now
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FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
Don't Let Your Risk Tolerance Drive Your Portfolio Mix (Morningstar)
One of the m... |
| Aug 13, 2014 | A Market Bubble Can Help Active Managers Avoid A Dire Future | Redeem now
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FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
Active Managers Must Dodge A Market Bubble Puncture In Order To Avoid Dire Futures (Morni... |
| Dec 6, 2011 | Framehawk pockets $11M for mobile app solutions | Matrix leads funding for companies to easily translate software for mobile devices
Everyone wants a mobile app for their business or service. And with all that demand to find new mobile opportunities, companies like San Francisco's Framehaw... |
| Why a financial educator says building wealth in the Black community should be a multi-generational conversation | Dr. Pamela Jolly's "narrow road" approach to developing wealth stresses the importance of a plan to grow money over time. Pamela Jolly
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| Why life insurance plays a key role in closing the racial wealth gap, according to a financial advisor | Life insurance can help close the racial wealth gap within the Black community. Mark Edward Atkinson/Tracey Lee/Getty Images
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| Americans don't have enough money for an emergency | Redeem now
Wikimedia Commons FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.
Americans aren't saving enough money (Bloomberg)
A new report from JP Morgan Chase & ... |
| Advisors breaking away from firms like Merrill Lynch and Morgan Stanley have turned to fintechs to help service clients. As markets sour, here are the tools they'll look to drop and keep. | Wealth-management insiders say CRM and financial planning tools are the stickiest platforms in a tech stack. Fantastic Studio/Getty Images This story is available exclusively to Insider subscribers. Become an Insider and start reading now.
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