Andy Sullivan, executive vice president at Prudential, sits down with InvestmentNews anchor Gregg Greenberg to discuss the convergence of asset management and insurance in the wealth management industry.
Shaun Hauser, CEO of Wellington-Altus Financial, sits down with InvestmentNews anchor Gregg Greenberg to discuss M&A trends in the Canadian wealth management industry and the differences between US and Canadian RIA firms.
Steve Brown, senior portfolio manager at American Century Investments, sits down with InvestmentNews anchor Gregg Greenberg to explain why REITs will outperform in 2024 despite worries about commercial real estate and higher Treasury yields.
John Barr, portfolio manager of the Needham Aggressive Growth Fund, sits down with InvestmentNews anchor Gregg Greenberg to name some of his top picks in what has been strong start for small-cap stocks this year.
Ed Coyne, senior managing partner at Sprott, sits down with InvestmentNews anchor Gregg Greenberg to discuss why investors should be bullish on copper ETFs in 2024 despite worries about Chinese economic growth.
Bob Oros, CEO of Hightower, sits down with InvestmentNews anchor Gregg Greenberg to discuss the M&A environment in the RIA industry and the prices PE-backed firms are willing to pay to grow.
Industry pros host a webinar designed to explain the intricacies of donor-advised funds and other charity vehicles to guide high-net-worth clients through the giving process.
Indiana-based Endeavor Wealth Strategies wants to add resources to meet its high-net-worth clients’ needs.
Chuck talks with industry thought leader, David Blanchett [Managing Director of PGIM] about CDAs [Contingent Deferred Annuity]. Never heard of them? Either did Chuck. CDAs are the newest iteration of fee-based annuities and they seem to be custom made for RIAs. In short... CDAs allow retail mutual funds and ETFs to be wrapped in brokerage accounts, IRAs or Roth IRAs to generate lifetime income for clients even if the covered assets are depleted (subject to the claims paying ability of the insurance company). Check out this episode to learn all the details...
Dhruv Nagrath, director of fixed-income strategy at BlackRock, sits down with InvestmentNews anchor Gregg Greenberg to identify the best bond ETFs for providing yield, as well as discuss the explosion in fixed-income ETFs.
