March 13, 2018 | Runtime: 1:38
The founder and CEO of United Capital says what human advisers do best is empathize with their clients and help them make the right choices.
March 09, 2018 | Runtime: 3:06
The managing partner of Christopher Street Financial says advisers need to let go of their presumptions and be open-minded, “so that people feel comfortable with the decision that they have to make that they want to partner with you.”
March 02, 2018 | Runtime: 4:10
Managing editor Christina Nelson and senior columnist John Waggoner discuss novel products arising to meet the demand for global exposure with more targeted strategies.
February 23, 2018 | Runtime: 3:36
Editor Fred Gabriel and special projects editor Liz Skinner discuss the nomination process for InvestmentNews' inaugural Diversity & Inclusion awards.
February 16, 2018 | Runtime: 4:44
InvestmentNews editor Frederick P. Gabriel Jr. and reporter Greg Iacurci talk about this week's cover story that looks at whether Fidelity Investments is stepping on the toes of retirement plan advisers.
February 09, 2018 | Runtime: 5:54
Senior columnist John Waggoner and reporter Greg Iacurci discuss adviser reaction to the market drop, the active vs. passive debate, and how robo-advisers did in the turmoil.
January 31, 2018 | Runtime: 1:33
Reporter Ryan Neal discusses how investors inside and outside financial advice have become interested in the industry's technology, and introduces us to some top people fueling the trend.
January 25, 2018 | Runtime: 3:14
Deputy editor Bob Hordt and senior columnist Bruce Kelly discuss the reasons for the marked shift of advisers between channels, including technology, the DOL fiduciary rule and the broker protocol.
January 19, 2018 | Runtime: 4:59
Managing editor Christina Nelson and senior reporter Mark Schoeff Jr. discuss regulations of consequence to financial advisers in 2018, and their likely timing.
January 10, 2018 | Runtime: 2:57
Commission accounts could be preferable for some clients, and advisers could be incentivized to move from employee broker-dealers to independent channels.