TRG Fiduciary Services will serve as plan provider, and LeafHouse Financial will select and monitor the PEP's investments.
Bruce and Jeff speak to Richard Hill, head of real estate strategy and research at Cohen & Steers, about everything REITs. Rich walks us through the current downturn in commercial real estate. He also discusses why, if REITs are such a good hedge against inflation, they had such a bad year in 2022.
Christopher Coffin is opening a new firm, Coffin Financial Group, in Austin, Texas.
Now is the time for advisors to act by nudging clients into actions that will have long-term positive consequences, especially when the market inevitably again turns down.
ETFs are still tops with financial advisors and more advisors are using alternatives, according to an annual survey by the Financial Planning Association and the Journal of Financial Planning.
Lexington, Kentucky-based VFG Wealth Management and Benefit Solutions works with both individuals and small businesses.
Michelle Richter-Gordon, founder of Annuity Research & Consulting, sits down with InvestmentNews anchor Gregg Greenberg at Nasdaq's Advisor Appreciation Day to discuss the explosion of insurance products and annuities in retirement accounts.
Mark Martiak, managing director at Alliance Global Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain why artificial intelligence may be embraced by large banks, but can't replace the value provided by financial advisors.
Nasdaq Dorsey Wright strategist Jay Gragnani sits down with InvestmentNews anchor Gregg Greenberg to highlight the strongest technical sectors of the market and explain where financial advisors can find them.
Giang Bui, head of US exchange-traded products at Nasdaq, sits down with InvestmentNews anchor Gregg Greenberg to explain how financial advisors are maximizing ETFs in their client portfolios and highlight the next big trends in the space.
