InvestmentNews

InvestmentNews
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Citi Global Wealth CIO: Declining dollar, cheap valuations to boost foreign stocks in second half
IN THE NASDAQ AUG 02, 2023
Citi Global Wealth CIO: Declining dollar, cheap valuations to boost foreign stocks in second half

Citi Global Wealth CIO David Bailin sits down with InvestmentNews anchor Gregg Greenberg to explain why foreign stocks will outperform in the second half due to the declining dollar and cheap relative valuations.

Retirement crisis worsened by lack of income offerings in 401(k) plans
IN THE NASDAQ AUG 02, 2023
Retirement crisis worsened by lack of income offerings in 401(k) plans

TIAA strategist Tim Pitney sits down with InvestmentNews anchor Gregg Greenberg to discuss how 401(k) plans are falling short because they lack the lifetime income strategies that people need to last them through retirement.

Raymond James signs up Merrill advisor managing about $360 million in assets
INDEPENDENT BROKER DEALERS AUG 01, 2023
Raymond James signs up Merrill advisor managing about $360 million in assets

Forbes-recognized advisor in Ponte Vedra, Florida, leaves bank for independent.

Federal Reserve reveals latest interest-rate decision
RIA NEWS JUL 26, 2023
Federal Reserve reveals latest interest-rate decision

Will central bank pause again or hike to combat stubborn inflation?

AI, EdTech companies will remain private equity targets in the second half
IN THE NASDAQ JUL 26, 2023
AI, EdTech companies will remain private equity targets in the second half

FE International CEO Thomas Smale sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for M&A in the second half, as well as explain why demand for education technology and AI companies will remain hot.

Gen X in for rude retirement awakening unless advisors step in
IN THE NASDAQ JUL 26, 2023
Gen X in for rude retirement awakening unless advisors step in

Dylan Tyson, president of Prudential Retirement Strategies, sits down with InvestmentNews anchor Gregg Greenberg to explain why Gen X is in for a rude awakening when it comes to retirement, and what they can do about it.

Millennials loving gold more than boomers and Gen X, says State Street strategist
IN THE NASDAQ JUL 26, 2023
Millennials loving gold more than boomers and Gen X, says State Street strategist

George Milling-Stanley, State Street Global Advisors, gold strategist, sits down with InvestmentNews anchor Gregg Greenberg to give his outlook for gold once the 'summer lull' lifts, and explain why millennials now hold more gold than boomers and Gen X.

Permanent remote supervision? Not so fast
REGULATION AND LEGISLATION JUL 24, 2023
Permanent remote supervision? Not so fast

The industry’s frustration is understandable. But state regulators and the plaintiff’s bar have a point, too.

Top fee-only RIAs in 2023
RIA NEWS JUL 21, 2023
Top fee-only RIAs in 2023

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

Small-cap stocks set to shine as tech giants top out
IN THE NASDAQ JUL 19, 2023
Small-cap stocks set to shine as tech giants top out

John Barr, portfolio manager of Needham Aggressive Growth Fund, sits down with InvestmentNews anchor Gregg Greenberg to explain why small-cap stocks like Clean Harbors are set to take over market leadership from big-cap tech giants.