InvestmentNews

InvestmentNews
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Why advisors need to teach 'longevity literacy' to the 401(k) generation
IN THE NASDAQ JUN 29, 2023
Why advisors need to teach 'longevity literacy' to the 401(k) generation

Brendan McCarthy, head of retirement investing at Nuveen, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for the defined-contribution market in the second half, and discuss the challenges facing the 401(k) generation.

What's driving the boom in active ETFs? Will it last?
IN THE NASDAQ JUN 28, 2023
What's driving the boom in active ETFs? Will it last?

Matt Collins of PGIM Investments sits down with InvestmentNews anchor Gregg Greenberg to explain what's driving the market's active ETF boom, as well as the popularity of PGIM's ultrashort bond ETF.

LPL snaps up advisor team managing $375 million in assets
INDEPENDENT BROKER DEALERS JUN 28, 2023
LPL snaps up advisor team managing $375 million in assets

Desire for more independence, time with clients lead Indiana team to switch from Cetera.

InvestmentNews announces major new investment, growth initiative
RIA NEWS JUN 28, 2023
InvestmentNews announces major new investment, growth initiative

Big growth plans ahead as IN adds more staff, eyes international expansion.

Vestwell expands retirement offerings for small, midsize businesses
RETIREMENT PLANNING JUN 26, 2023
Vestwell expands retirement offerings for small, midsize businesses

The company is adding to its support for groups of plans and rolling out new programs for multiple employer plans and pooled employer plans.

The potential to expand access to alternative investments
THE INVESTMENTNEWS PODCAST JUN 26, 2023
The potential to expand access to alternative investments

Bruce and Jeff are joined by Abby Salameh, chief marketing officer and managing director of CAIS IQ, to talk about the appetite for and access to alternative investments. 

10 banks that retail customers rank highest for financial advice
PRACTICE MANAGEMENT JUN 23, 2023
10 banks that retail customers rank highest for financial advice

Consumers dealing with inflation and market volatility would appreciate guidance from their bank, but few say they’re getting that, according to a new study from J.D. Power.

OneDigital acquires StoneStreet Equity
RETIREMENT PLANNING JUN 22, 2023
OneDigital acquires StoneStreet Equity

The Armonk, New York-based retirement plan consulting firm has $3.8 billion in assets under advisement.

$275 million Colorado team jumps to LPL from Woodbury
INDEPENDENT BROKER DEALERS JUN 22, 2023
$275 million Colorado team jumps to LPL from Woodbury

Joe Di Biasi and Greg McElheny head Blue Sky Wealth Management in Greenwood Village.

Stratos Wealth adds advisor managing $250 million
RIA NEWS JUN 21, 2023
Stratos Wealth adds advisor managing $250 million

Robert Hamer is joining Stratos from Asset Management Group.