Janet Levaux is a Lead at ThinkAdvisor. She covers financial advisors and markets, with a focus on alternative investments, asset management, and investment strategies, while also supporting the Venezuelan community and the San Antonio Spurs. Janet's work has been featured in World Wealth Journal, CFP Board, ThinkAdvisor, and MFWire.
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Janet's coverage heavily revolves around the financial industry, particularly focusing on business and finance topics such as financial advisory, investments, wealth management, and the financial industry itself. She frequently reports on private sector announcements and press releases.
To effectively reach out to Janet Levaux, consider providing exclusive insights or data-driven analysis related to trends in the financial industry or specific sectors within it. Additionally, offering commentary from reputable figures within the finance world could be appealing given her focus on awards ceremonies and predictions by prominent individuals like Peter Mallouk.
While Janet does not have a specified geographic focus, she appears to cover global aspects of the financial industry without being limited to a particular region.
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Artificial intelligence βwon't replace advisors, but advisors who don't leverage [it] might be replaced,β according to Cheryl Nash, head of
Flourish , a platform provider of cash-management and other tools for RIAs, has released a residential mortgage solution similar to those offered at private banks.
What You Need To Know Through M&A, Mercer's tax team has doubled since 2024. Mercer has acquired 19 RIAs with tax practices since launching its tax and estate offering in 2012.
RIA Modern Wealth Management says it is buying Legacy Wealth Management, a South Florida-based advisory firm working with about $1.2 billion in client assets that was previously affiliated with LPL Financial.
What You Need To Know Existing investors like Charles Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
Existing investors like Schwab, Citi Ventures and Google Ventures also participated in the Series B funding round.
ThinkAdvisor is accepting nominations for our 2026 Luminaries Awards. The sixth annual awards will highlight excellence in financial services and
LPL Financial late Thursday reported first-quarter profits of $356 million, or $4.43 per share β up 12% and 4% respectively from the year-ago period.
Nominations are open for the 2026 ThinkAdvisor Luminaries Awards.
Firms in the financial services industry had a very strong first quarter this year, according to FactSet Research β with an average earnings surprise of roughly 7%.
