InvestmentNews

InvestmentNews
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Carson Group adds Maryland RIA with $300M in assets
NEWS RIAS SEP 28, 2023
Carson Group adds Maryland RIA with $300M in assets

Columbia-based FAI Wealth Management was founded in 1987.

How do RIAs use Cash Management to attract & retain new clients?
GO RIA PODCASTS SEP 27, 2023
How do RIAs use Cash Management to attract & retain new clients?

This week Chuck talks with StoneCastle’s President, Eric Lansky, about how RIAs have been using cash management solutions as a significant differentiator to both attract and retain new clients.

High-yielding, ESG-friendly water stocks offer more than just liquidity
VIDEOS IN THE NASDAQ SEP 27, 2023
High-yielding, ESG-friendly water stocks offer more than just liquidity

Matt Diserio, president of Water Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to name his favorite high-tech and high-yielding water stocks.

Follow these 'tectonic' trends to cash in on venture capital investments
VIDEOS IN THE NASDAQ SEP 27, 2023
Follow these 'tectonic' trends to cash in on venture capital investments

Brett Martin, general partner at Charge Ventures, sits down with InvestmentNews anchor Gregg Greenberg to highlight the hottest opportunities in venture and startup investing.

Here's why boutique fund managers often beat the big guys
VIDEOS IN THE NASDAQ SEP 27, 2023
Here's why boutique fund managers often beat the big guys

Darrell Crate, founder and managing principal at Easterly Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why boutique fund managers often have the vision and ability to outperform the industry's biggest names.

AI revolution still in early innings despite stock sell-off, says Axa head of macro research
VIDEOS IN THE NASDAQ SEP 27, 2023
AI revolution still in early innings despite stock sell-off, says Axa head of macro research

David Page, head of macro research at Axa Investment Managers, sits down with InvestmentNews anchor Gregg Greenberg to explain why the AI revolution is still at an early stage and offer strategies for investing in AI stocks.

New Dreyfus fund offers charitable twist on cash management
VIDEOS IN THE NASDAQ SEP 27, 2023
New Dreyfus fund offers charitable twist on cash management

Stephanie Pierce, CEO of Dreyfus, Mellon and Exchange-Traded Funds at BNY Mellon Investment Management, joins InvestmentNews anchor Gregg Greenberg to explain how SPARK shares differ from other money market funds.

Nebraska team managing more than $600M switches to LPL Financial
NEWS BROKER DEALERS SEP 27, 2023
Nebraska team managing more than $600M switches to LPL Financial

Omaha-based Pat Ricketts and Mindy Helfrich were previously affiliated with Principal Securities

Berkshire engineering firm gets reprieve in 401(k) suit
RETIREMENT RETIREMENT PLANNING SEP 26, 2023
Berkshire engineering firm gets reprieve in 401(k) suit

Law firm Capozzi Adler has three weeks to file an amended complaint after a judge grants a motion to dismiss.

$500M Louisiana team joins Raymond James
NEWS BROKER DEALERS SEP 26, 2023
$500M Louisiana team joins Raymond James

The five advisors will operate as Meyer Rotolo Wealth Management.