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Alternatives, mid- and small-cap stocks in focus, says Janus Henderson strategist
IN THE NASDAQ JUN 06, 2023
Alternatives, mid- and small-cap stocks in focus, says Janus Henderson strategist

Janus Henderson head of retail distribution Michael Schweitzer sits down with InvestmentNews anchor Gregg Greenberg to discuss the equity and bond strategies most demanded by clients and advisors.

Here's how C-Suiters feel about remote work, AI and 'Succession'
IN THE NASDAQ JUN 06, 2023
Here's how C-Suiters feel about remote work, AI and 'Succession'

World 50 CEO David Wilkie sits down with InvestmentNews anchor Gregg Greenberg to discuss how America's corporate executives are feeling about the economy, remote work, AI and HBO's 'Succession.'

Firm headed by former NFL player joins LPL from Lincoln Financial
INDEPENDENT BROKER DEALERS JUN 06, 2023
Firm headed by former NFL player joins LPL from Lincoln Financial

Newport, Kentucky-based Hoff Bujnoch & Associates is led by Digger Bujnoch and oversees $150 million in client assets.

Michael Kitces explains how to use AI to improve your advisory business
THE INVESTMENTNEWS PODCAST JUN 05, 2023
Michael Kitces explains how to use AI to improve your advisory business

Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT pushing artificial intelligence into the mainstream, Michael walks us through how AI can complement your advisory services and how to integrate it.

Alex. Brown adds Morgan Stanley advisor managing $509 million
INDEPENDENT BROKER DEALERS JUN 05, 2023
Alex. Brown adds Morgan Stanley advisor managing $509 million

Miami-based Eva Marina Ovejero has more than two decades of experience.

Advisor managing $475 million at Bank of America Private Bank joins LPL
INDEPENDENT BROKER DEALERS JUN 05, 2023
Advisor managing $475 million at Bank of America Private Bank joins LPL

Amy Lawrence is launching Gorilla Investments Co. in Miami.

NewEdge recruits UBS vet overseeing $500 million in assets
WIREHOUSES JUN 05, 2023
NewEdge recruits UBS vet overseeing $500 million in assets

Richard Ina will open an office for the firm in the Nashville, Tennessee, area.

The ‘AUM illusion’ and organic growth
RIA NEWS JUN 05, 2023
The ‘AUM illusion’ and organic growth

Having more people know what you can do for them rather than what they can do for you could be a route to growth that suits many advisors.

InvestmentNews' 2023 class of 40 Under 40
RIA NEWS JUN 05, 2023
InvestmentNews' 2023 class of 40 Under 40

Meet the members of InvestmentNews' 2023 class of 40 Under 40. InvestmentNews is proud to profile these rising stars and shine a light on their impressive achievements at such an early stage of their careers.

Hightower takes stake in $2.3 billion New England RIA
RIA NEWS JUN 01, 2023
Hightower takes stake in $2.3 billion New England RIA

Vigilant Wealth Management has offices in Portland, Maine, and Portsmouth, New Hampshire.