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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.

Allworth’s Hanson, McClain stepping down as co-CEOs
RIA NEWS AUG 02, 2023
Allworth’s Hanson, McClain stepping down as co-CEOs

Allworth's board has begun a search for a new chief executive.

New reshoring ETF offers way to play evolving megatrend
IN THE NASDAQ AUG 02, 2023
New reshoring ETF offers way to play evolving megatrend

Tema ETFs portfolio manager Chris Semenuk sits down with InvestmentNews anchor Gregg Greenberg to discuss the reshoring trend and explain the benefits of Tema's new reshoring ETF.

Actively managed bond ETFs better in new rate environment, says Franklin Templeton strategist
IN THE NASDAQ AUG 02, 2023
Actively managed bond ETFs better in new rate environment, says Franklin Templeton strategist

Franklin Templeton ETF strategist David Mann sits down with InvestmentNews anchor Gregg Greenberg to explain why actively managed bond ETFs are the best way for investors to manage the fixed-income market cycle.