Videos & Podcasts

Gemma Castle, CFO, Cult Wines

In this episode, Christine Shaw speaks with Gemma Castle, CFO for Cult Wines, an international leader in fine wine asset management. Gemma shares her insight about working as a woman in the male-dominated fine wine industry, and discusses the success of her all-female team. Read More

Death and taxes. Biden’s bold plans and impact on taxes

D.C. expert and policy wonk Mark Schoeff Jr. joins Bruce and Jeff to discuss the details of Biden's three big initiatives so far, The American Rescue, Jobs, and Families plans. The trio debate the merits of spending trillions to help Americans, and the tax ramifications. Read More

How this fund firm’s investors have never paid capital gains distributions

Controlling taxes is the top move investors can take, said Joe Huber, founder and CEO of Huber Capital Management, which has $400 million under management. Read More

Women most interested in social and environmental factors of ESG

Business ethics is one area that both male and female investors want to support with their ESG investment allocations, said Kent McClanahan, RBC's vice president for responsible investing. Read More

Upcoming Events

Events

InvestmentNews is planning an RIA Virtual Summit that will act as a road map for advisers pursuing the independent channel. The two-day event, May 18-19, 2021, is designed as a two-track program for both established and breakaway advisers that will cover everything from business planning to finding a custodian to marketing and building back office systems and partnering with technology providers.

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May 18, 2021

Events

InvestmentNews, together with Last Word Media and Bonhill, are excited to present the inaugural Global ESG Summit, which will be streaming live across four time zones on May 27, 2021. ​ The program has been designed to help our global audience of professional financial intermediaries, including fund selectors and fund buyers, to cut through the noise and gain tangible insights on how to integrate ESG processes and principles into their business models and investment solutions.   

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May 27, 2021

Events

The InvestmentNews Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level. Details will be coming soon.

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June 23, 2021

Webcast

Ownership vs. Support: Now Advisors Don’t Need to Compromise

In today’s climate, many advisors feel they have to choose between getting the support they need and having more control over their business – whether it be compensation, how they serve clients, or ownership of their client relationships.

Register today!

Thursday, May 13, 2021
4-5pm ET

Webcast

Longevity and the Longevity Economy

In collaboration with MIT's AgeLab, this series will focus on the conversations that advisers need to be having with clients about the reality of the new longevity economy. Leveraging MIT research and IN's adviser access this conversation explains how retirement is changing.

Available now!

Tuesday, May 11, 2021
4-5pm ET