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Entries are now open for IN’s hottest issue
RIA NEWS AUG 16, 2023
Entries are now open for IN’s hottest issue

INW launches its inaugural search for the industry’s “hottest” professionals.

R&D spending a prime metric for stock outperformance, says IndexIQ CIO
IN THE NASDAQ AUG 16, 2023
R&D spending a prime metric for stock outperformance, says IndexIQ CIO

IndexIQ CIO Sal Bruno sits down with InvestmentNews anchor Gregg Greenberg to explain why research and development expenditure is an often-overlooked metric for investors seeking to outperform the market.

Will cap alts be the next big thing in alternatives?
IN THE NASDAQ AUG 16, 2023
Will cap alts be the next big thing in alternatives?

Tara York from Luma Financial Technologies sits down with InvestmentNews anchor Gregg Greenberg to explain why cap alts may be the next big thing for investors seeking protection and diversification through alternative investments.

Who wants to put on goggles to do financial planning?
THE INVESTMENTNEWS PODCAST AUG 14, 2023
Who wants to put on goggles to do financial planning?

The InvestmentNews podcast returns after a summer hiatus. In this episode, Bruce talks to fellow reporters Ryan Neal and Emile Hallez, respectively, about AI and college debt.

Cetera closes deal for Securian wealth business
INDEPENDENT BROKER DEALERS AUG 10, 2023
Cetera closes deal for Securian wealth business

The acquisition brings Cetera nearly $50 billion in client assets and more than 91% of Securian’s advisors.

Expect big-cap tech momentum to slow through year-end, says Fiduciary Trust International manager
IN THE NASDAQ AUG 09, 2023
Expect big-cap tech momentum to slow through year-end, says Fiduciary Trust International manager

Fiduciary Trust International portfolio manager Doug Cohen sits down with InvestmentNews anchor Gregg Greenberg to explain why he sees big-cap tech stocks leveling off after a momentous start in 2023.

Microsoft not the only AI stock to own in second half, says Hennion & Walsh CIO
IN THE NASDAQ AUG 09, 2023
Microsoft not the only AI stock to own in second half, says Hennion & Walsh CIO

Hennion & Walsh president and CIO Kevin Mahn sits down with InvestmentNews anchor Gregg Greenberg to name some of his favorite AI stocks for the rest of 2023.

South Florida remains supreme for private real estate investors, says Participant Capital president
IN THE NASDAQ AUG 09, 2023
South Florida remains supreme for private real estate investors, says Participant Capital president

Participant Capital president Bernie Wasserman sits down with InvestmentNews anchor Gregg Greenberg to explain why Florida remains the prime post-pandemic location for private real estate investors.

Top Hybrid RIAs 2023
RIA NEWS AUG 07, 2023
Top Hybrid RIAs 2023

Here's a list of the biggest hybrid registered investment advisors, based on the data firms report to the SEC on their Form ADV.

Navigating AI’s regulatory challenges
FINTECH AUG 07, 2023
Navigating AI’s regulatory challenges

Like other technologies in the past, AI is bound to reshape the operations of the financial advice industry.