InvestmentNews on LinkedIn: Scion of former B-D owner bolts B. Riley (2025)

🌟 Announcing the Excellence Awardees for InvestmentNews Women To Watch 2024!Join us in celebrating the remarkable women who have made a significant impact in the industry. Their leadership and innovation are driving change and setting new standards. Congratulations to all the awardees! Stay tuned for more updates and be part of the celebration on November 6 at Tribeca 360, New York. See the full list here: https://lnkd.in/gjQTctBu#INW2W #WomenToWatch #IndustryExcellence #CelebrateSuccess

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goRIA On-Location with Kevin KellerChuck’s recording LIVE at the CFP Connections ’24 conference in Washington, DCIn this segment, Chuck catches up with Kevin Keller, CEO of the CFP Board. Kevin reflects on the first day of the inaugural CFP Connections conference.#CFPCONNECTIONS24==================================#goRIA: Fueled by InvestmentNews==================================

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goRIA On-Location with Liz MillerChuck’s recording LIVE at the CFP Connections ’24 conference in Washington, DCIn this segment, Chuck catches up with Liz Miller, Chair Elect for the CFP Board. Liz shared the vision the CFP Board has for the future of our industry – especially with regards to NextGen and women.#CFPCONNECTIONS24==================================#goRIA: Fueled by InvestmentNews==================================

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goRIA On-Location with Joel BruckensteinChuck’s recording LIVE at the CFP Connections ’24 conference in Washington, DCIn this segment, Chuck catches up with Joel Bruckenstein, President of T3 Technology, Products & Services. And, as you would imagine, they talked RIA Tech. Specifically… Joel shared some thoughts on how new RIAs can go about choosing the tech stack that’s best for them.#CFPCONNECTIONS24===================================#goRIA: Fueled by InvestmentNews===================================

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📢 Excited to have Fidelity Charitable as a sponsor of the #INWomenAdvisorSummit! With $11.8 billion in grants distributed in 2023, they’re the leading name in donor-advised funds. Register now to explore how the Giving Account simplifies impactful philanthropy. Join us here: https://hubs.la/Q02Pccsl0#CharitableGiving #WomenInFinance #StrategicGiving #Leadership

goRIA On-Location with Sheena GrayChuck’s recording LIVE at the CFP Connections ’24 conference in Washington, DCIn this segment, Chuck catches up with Shenna Gray, CEO of AAAA. Sheena shares her thoughts on what’s new at AAAA and what’s being planned – lots of great stuff!#CFPCONNECTIONS24==================================#goRIA: Fueled by InvestmentNews==================================

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goRIA On-Location with Michael KitcesChuck’s recording LIVE at the CFP Connections ’24 conference in Washington, DCIn this segment, Chuck catches up with Michael Kitces who shares his thoughts on how a CFP® designation can help lead to higher compensation for advisors.#CFPCONNECTIONS24==================================#goRIA: Fueled by InvestmentNews==================================

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🌟 We’re thrilled to have The American College of Financial Services as a sponsor for #RIAActivate California 2024! With their commitment to applied financial knowledge and ethical standards, they are a leading force in professional education and lifelong learning. Expand your opportunities and connect with them on November 12! https://hubs.la/Q02PcyZc0

#InTheNasdaq: Chris Markowski, founder of Markowski Investments, emphasizes a critical message: advisors who delay succession planning do so at their own risk. In his recent discussion with InvestmentNews anchor Gregg Greenberg, Markowski dives into the importance of crafting a comprehensive succession strategy to secure the future of their firms.https://hubs.la/Q02RjyVr0

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Are you considering hiring social media influencers to promote your financial products? According to insights from Finra's Advertising Regulatory Conference, there are significant compliance challenges that firms must navigate.https://hubs.la/Q02Rm0_f0