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Preparing for clients’ cognitive decline
RETIREMENT PLANNING AUG 21, 2023
Preparing for clients’ cognitive decline

Financial advisors often find themselves on the front lines of an effort to protect clients’ lifetime savings and investments from the consequences of impaired mental capacity.

Could impact investing be the answer to the ESG debate?
IN THE NASDAQ AUG 16, 2023
Could impact investing be the answer to the ESG debate?

AlTi Global managing director Jed Emerson sits down with InvestmentNews anchor Gregg Greenberg to discuss why impact investing is the ideal solution for investors seeking to invest with a purpose.

Smaller wealth managers using Gen AI to punch above their weight, says Accenture strategist
IN THE NASDAQ AUG 16, 2023
Smaller wealth managers using Gen AI to punch above their weight, says Accenture strategist

Accenture strategist Scott Reddel sits down with InvestmentNews anchor Gregg Greenberg to discuss how wealth managers will be using Generative AI capabilities in the future to build their businesses.

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.