The California-based father-son team cite LPL’s resources for serving high-net-worth clients.
Waukesha, Wisconsin-based R&R Wealth aims to reach $1 billion in assets in next four years.
As we know by now… there are many alternatives to commission-based products. There are fee-based annuities, insurance, and, alternative investments. But, now, there’s actually another solution to consider for your “legacy” BD business. This week, Chuck talks with DPL’s David Lau about an interesting new way for advisors leaving the BD world to hold on to their legacy variable annuities & mutual funds (and get paid on them) all without needing to have a Series 7. Sound too good to be true? Check out this episode to see how.
Olaolu Aganga, US chief investment officer at Mercer, sits down with InvestmentNews anchor Gregg Greenberg to discuss the student loan debate, endowment investing, outsourced CIOs and her outlook for 529 plans in 2024.
Andrzej Skiba, head of BlueBay U.S. fixed income at RBC GAM, sits down with InvestmentNews anchor Gregg Greenberg to explain why high-yield bonds are set up to outperform due to high credit quality and the prospect of Fed rate cuts in the future.
Jonathan Mondillo, head of North American fixed income at abrdn, sits down with InvestmentNews anchor Gregg Greenberg to discuss why municipal bonds are being overlooked in the market despite strong fundamentals.
Katherine Krantz, CEO at the Center for the Macro Specialist Designation, sits down with InvestmentNews anchor Gregg Greenberg to discuss how wealth managers can boost both their returns and their practices by becoming macro specialists.
Gareth Shepard, co-head of Voya's machine intelligence team, sits down with InvestmentNews anchor Gregg Greenberg to discuss how wealth managers can utilize AI to improve their practices, manage risk and improve investment returns.
With the Massachusetts decision, the fiduciary question now moves to states.
Submissions for InvestmentNews’ inaugural hottest showcase close this Friday.
