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InvestmentNews
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Preferred stocks perfect for investors seeking both protection and upside
IN THE NASDAQ FEB 07, 2024
Preferred stocks perfect for investors seeking both protection and upside

Lance McGray, head of ETF product at Advisors Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why preferred stocks are ideal for investors seeking both upside and yield.

Triple B-rated bond ETFs best in current environment, says BondBloxx co-founder
IN THE NASDAQ FEB 07, 2024
Triple B-rated bond ETFs best in current environment, says BondBloxx co-founder

Joanna Gallegos, co-founder of BondBloxx, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors seeking fixed-income exposure should choose triple B-rated corporate bond ETFs in the current economic environment.

Investors need to know the differences between actively managed ETFs
IN THE NASDAQ FEB 07, 2024
Investors need to know the differences between actively managed ETFs

Matt Barry, head of capital markets at Touchstone Investments, sits down with InvestmentNews anchor Gregg Greenberg to explain the differences between actively managed ETFs, and why he expects them to continue to dominate the market going forward.

Overloading on stocks in retirement often makes sense, says Horizon CIO
IN THE NASDAQ FEB 07, 2024
Overloading on stocks in retirement often makes sense, says Horizon CIO

Scott Ladner, CIO at Horizon Investments, sits down with InvestmentNews anchor Gregg Greenberg to discuss 'goals-based investing' and why overloading on stocks in retirement might not be a bad strategy.

Financial planning softwares and CRM platforms in the spotlight
FINTECH FEB 02, 2024
Financial planning softwares and CRM platforms in the spotlight

InvestmentNews invites readers to participate in the search for the best financial planning softwares and CRM platforms.

Advancing equity: Insights from an award-winning portfolio manager
INVESTMENTNEWS EVENTS FEB 02, 2024
Advancing equity: Insights from an award-winning portfolio manager

Christine Cappabianca's pioneering quantitative analysis reveals the business benefits of diverse leadership

Market Outlook – Q3 2023
MARKET OUTLOOK DATA FEB 01, 2024
Market Outlook – Q3 2023

Talking shop (and lots more) with Michael Kitces
PODCASTS JAN 31, 2024
Talking shop (and lots more) with Michael Kitces

Chuck had the chance to catch up with Michael Kitces and Michael delivered the goods. They discussed everything from Michael's "origin story" to his thoughts on PE, RIA compliance, video games and much more. This is an absolute "must listen" episode!

LPL attracts $175M duo from Wells Fargo Advisors
INDEPENDENT BROKER DEALERS JAN 31, 2024
LPL attracts $175M duo from Wells Fargo Advisors

The pair of advisors is launching a firm in Cedar Rapids, Iowa.

OneDigital adds $2B wealth management firm
RIA NEWS JAN 31, 2024
OneDigital adds $2B wealth management firm

Deal for WealthSource Partners grows OneDigital’s footprint in nine states.