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InvestmentNews
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Spot bitcoin ETF will open path to new crypto asset class, says Grayscale ETF head
IN THE NASDAQ OCT 18, 2023
Spot bitcoin ETF will open path to new crypto asset class, says Grayscale ETF head

David LaValle, global head of ETFs at Grayscale, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for a new spot bitcoin ETF.

Beacon Pointe adds $2 billion team from UBS
RIA NEWS OCT 18, 2023
Beacon Pointe adds $2 billion team from UBS

Russell Crow and William Diehl head the Dallas-based group.

More workers delaying retirement, needing financial advice, says F&G CEO
IN THE NASDAQ OCT 18, 2023
More workers delaying retirement, needing financial advice, says F&G CEO

Chris Blunt, CEO of F&G, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors can assist workers delaying retirement and retirees returning to the workforce.

Economy half-full, 'quality' stocks like SAP abound, says Ninety One manager
IN THE NASDAQ OCT 18, 2023
Economy half-full, 'quality' stocks like SAP abound, says Ninety One manager

Elias Erickson, portfolio manager with Ninety One, sits down with InvestmentNews anchor Gregg Greenberg to explain why he is bullish on the US economy and 'quality' stocks like SAP.

Economy set to rise slowly, not land softly, says Thrivent CIO
IN THE NASDAQ OCT 18, 2023
Economy set to rise slowly, not land softly, says Thrivent CIO

David Royal, CFO and CIO at Thrivent, sits down with InvestmentNews anchor Gregg Greenberg to explain why he sees the economy set to take off slowly as opposed to sinking into a recession.

Advisor tips to lower taxes before retirement and maximize income while in it
IN THE NASDAQ OCT 18, 2023
Advisor tips to lower taxes before retirement and maximize income while in it

Jessica Nelson, financial advisor with Altfest, sits down with InvestmentNews anchor Gregg Greenberg to explain how advisors can help clients lower taxes before retirement and maximize RMDs and tax deductions once they get there.

Economy will land softly unless oil prices spike, says Ameriprise chief economist
IN THE NASDAQ OCT 18, 2023
Economy will land softly unless oil prices spike, says Ameriprise chief economist

Russell Price, chief economist at Ameriprise, sits down with InvestmentNews anchor Gregg Greenberg to explain why he sees a soft landing for the economy and why higher energy prices are the biggest risk.

Mercer acquires $630M North Carolina RIA
RIA NEWS OCT 17, 2023
Mercer acquires $630M North Carolina RIA

Charlotte-based Kingfisher Capital was founded in 1989.

Duran’s Rise Growth hires Terri Kallsen as managing partner
RIA NEWS OCT 16, 2023
Duran’s Rise Growth hires Terri Kallsen as managing partner

Kallsen most recently served as COO of Wealth Enhancement Group.

LPL nabs $265M team from Cadaret Grant
INDEPENDENT BROKER DEALERS OCT 16, 2023
LPL nabs $265M team from Cadaret Grant

New Jersey-based Infinity Wealth Group was founded in 1992 by Robert Doran.