INTV

The secret to winning five consecutive LIpper awards

March 23, 2017 | Runtime: 1:32

Let's be honest: Nuveen has acquired a Lipper dynasty in TIAA-CREF. Vijay Advani explains the secrets behind his firm's success.

Should advisers be wary of rising interest rates?

March 23, 2017 | Runtime: 1:21

Rising rates have some investors concerned about investing in fixed income, but Westcore Funds' Ken Harris says not to worry. Plus, he examines the best bond investing options for retirees seeking income and safety.

What can advisers do to 'Trump proof' portfolios?

March 23, 2017 | Runtime: 1:20

Thrivent's Mark Simenstad said advisers shouldn't change their philosophy because of "shifting economic winds" caused by President Trump. He said current fears are very reminiscent of concerns eight years ago.

How judgment, experience and intuition factor into Thrivent's investment process

March 23, 2017 | Runtime: 2:04

Thrivent's David Francis says experience is crucial to his firm's success. Plus, he discusses a time his failure helped push his firm forward.

Who's who in target date funds

March 23, 2017 | Runtime: 1:51

Advisers are very curious about glide paths when it comes to target date funds, according to Nuveen's John Cunniff. Plus, what's next for the market in 2017?

Questions advisers should be asking about target date funds

March 23, 2017 | Runtime: 1:00

As fiduciaries, advisers need to reevaluate target date funds regularly. Erin Donnelly of Nuveen takes a closer look.

What it takes to build a successful father-son financial advisory practice

March 16, 2017 | Runtime: 2:15

Michael Conway, CEO of Conway Wealth Group, and his son Zachary share how having different generational perspectives has enabled them to improve their business and attract clients from different age groups.

Linda Riefberg: How Finra could pick up where the SEC drops off

March 14, 2017 | Runtime: 1:12

Linda Riefberg, special counsel at Cozen O'Connor and former chief counsel at the Financial Industry Regulatory Authority Inc., discusses how Finra could get more funding for its program in 2017.

Highlights from the 2017 Women to Watch awards luncheon

March 08, 2017 | Runtime: 2:03

InvestmentNews honored 21 female professionals at its second annual Women to Watch awards luncheon. The event also featured a think tank discussion on how the industry can attract and retain more female financial advisers.

Angel Oak's Friedlander: The biggest dilemma today's mortgage industry faces

March 07, 2017 | Runtime: 5:05

An entire borrowing base has been shut out now that requirements for obtaining a mortgage have been made more stringent following the financial crisis, according to Brad Friedlander, co-founder and managing partner at Angel Oak Capital Advisors.

 
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