InvestmentNews

InvestmentNews
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Sequoia Financial acquires Nashville firm managing $930M
RIA NEWS OCT 20, 2023
Sequoia Financial acquires Nashville firm managing $930M

M Capital Advisors, founded in 1993, provides portfolio management for individuals and institutions.

Merrill team overseeing $1.37B jumps to RBC
RIA NEWS OCT 19, 2023
Merrill team overseeing $1.37B jumps to RBC

The Miami-based Ruccio Group focuses on ultra-high-net-worth clients.

Search underway for the best financial advisors
RIA NEWS OCT 19, 2023
Search underway for the best financial advisors

InvestmentNews is calling for entries for the inaugural Top Advisor showcase

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.