InvestmentNews

InvestmentNews
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Best Places to Work for Financial Advisors in the USA
BEST IN WEALTH FEB 28, 2024
Best Places to Work for Financial Advisors in the USA

From career development incentives to reward programs, this year’s winners are keeping employees satisfied.

Don’t rush to open private equity floodgates
OPINION FEB 26, 2024
Don’t rush to open private equity floodgates

Change is in the air over what constitutes an accredited investor but how far should the industry go?

Don't dismiss differences between bitcoin ETFs, Invesco strategist says
IN THE NASDAQ FEB 21, 2024
Don't dismiss differences between bitcoin ETFs, Invesco strategist says

Kathy Kriskey, senior commodity strategist at Invesco, sits down with InvestmentNews anchor Gregg Greenberg to discuss the differences between the new spot bitcoin ETFs that recently hit the market.

Opportunities abound in BDCs, municipal bond closed-end funds
IN THE NASDAQ FEB 21, 2024
Opportunities abound in BDCs, municipal bond closed-end funds

John Cole Scott, chief investment officer at Closed-End Fund Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss his outlook for BDCs and municipal bond closed-end funds in the face of lower interest rates.

How advisors can use ESG to expand their practices
IN THE NASDAQ FEB 21, 2024
How advisors can use ESG to expand their practices

Kiley Miller, director of ESG investment solutions at Envestnet, sits down with InvestmentNews anchor Gregg Greenberg to discuss the evolution and future of sustainable investing.

AI, alts and personalization are hot trends for 2024: EY report
IN THE NASDAQ FEB 21, 2024
AI, alts and personalization are hot trends for 2024: EY report

Mike Lee, global wealth and asset management leader at EY, sits down with InvestmentNews anchor Gregg Greenberg to discuss industry trends including AI, alternative investments and holistic solutions.

Smart steps for bringing a child into a financial advisory practice
IN THE NASDAQ FEB 21, 2024
Smart steps for bringing a child into a financial advisory practice

Hannes Grascher, senior vice president at UBS, sits down with InvestmentNews anchor Gregg Greenberg to explain how he successfully introduced his son Max into his wealth management practice.

Marketing your new RIA
PODCASTS FEB 14, 2024
Marketing your new RIA

Chuck catches up with marketing guru, April Rudin to talk about how marketing in the RIA space compares to marketing in the BD world. SPOILER ALERT: It can be much better!

Tips for advisors seeking to improve their recruiting and retention
IN THE NASDAQ FEB 14, 2024
Tips for advisors seeking to improve their recruiting and retention

Sandy Herzlich, vice president of retirement strategy at The American College of Financial Services, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors can improve their recruiting and retention practices.

Here's why financial advisors should hire military spouses for their practices
IN THE NASDAQ FEB 14, 2024
Here's why financial advisors should hire military spouses for their practices

Suzie Scanlon Rabinowitz, founder of SRD Legal Group, sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of hiring military spouses into wealth management firms.