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InvestmentNews
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Active ETFs will take share again in 2024, says BNY Mellon strategist
VIDEOS IN THE NASDAQ NOV 29, 2023
Active ETFs will take share again in 2024, says BNY Mellon strategist

Matthew Camuso, ETF strategist at BNY Mellon, sits down with InvestmentNews anchor Gregg Greenberg to discuss why active ETFs will continue to thrive in the new year, as well as explain why infrastructure funds will outperform in 2024.

Forget funds and ETFs, bespoke portfolios work best, says Blue Chip Partners strategist
VIDEOS IN THE NASDAQ NOV 29, 2023
Forget funds and ETFs, bespoke portfolios work best, says Blue Chip Partners strategist

Daniel Dusina, director of investments at Blue Chip Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors should opt for individual stock selection as opposed to creating a portfolio of mutual funds and ETFs.

Mid-caps, Japanese stocks poised to soar in 2024, says Hennessy Advisors CEO
VIDEOS IN THE NASDAQ NOV 29, 2023
Mid-caps, Japanese stocks poised to soar in 2024, says Hennessy Advisors CEO

Neil Hennessy, CEO of Hennessy Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain his bullish view for the new year, especially in mid-cap and Japanese stocks.

Here is where centi-millionaires are investing in 2024
VIDEOS IN THE NASDAQ NOV 29, 2023
Here is where centi-millionaires are investing in 2024

Barbara Goodstein, managing partner at R360, sits down with InvestmentNews anchor Gregg Greenberg to highlight where centi-millionaires are putting their money heading into the new year.

Creative Planning acquires $535M Delaware RIA
NEWS RIAS NOV 28, 2023
Creative Planning acquires $535M Delaware RIA

Wilmington-based Daniels + Tansey provides integrated financial advisory, tax planning and investment management services to individuals, families and small businesses.

Are retirees’ nonworking assets dragging them down?
RETIREMENT RETIREMENT PLANNING NOV 28, 2023
Are retirees’ nonworking assets dragging them down?

It's important for retirees to consider downsizing their home or selling the unused vacation home to streamline their financial life and shed assets that cost money to maintain.

$3B San Diego-based firm joins Commonwealth
NEWS ADVISOR MOVES NOV 28, 2023
$3B San Diego-based firm joins Commonwealth

Mammini Co. focuses on working with labor unions and corporate retirement plan sponsors.

How planner built firm after moment of inspiration
NEWS RIAS NOV 28, 2023
How planner built firm after moment of inspiration

Cheryl Holland founded her fee-based advisory firm 25 years ago.

Trio overseeing $150M at Ameriprise jumps to LPL
NEWS BROKER DEALERS NOV 27, 2023
Trio overseeing $150M at Ameriprise jumps to LPL

The team, which is rebranding as Momentum Wealth, is based in The Villages, Florida.

Here's how to navigate the real estate market in 2024
VIDEOS IN THE NASDAQ NOV 22, 2023
Here's how to navigate the real estate market in 2024

Rich Hill, head of real estate strategy and research at Cohen & Steers, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlooks for both publicly traded and private real estate in 2024.