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InvestmentNews
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UBS adds pair of Merrill advisors managing $640 million
WIREHOUSES MAR 01, 2023
UBS adds pair of Merrill advisors managing $640 million

Brian Mariash, James Lowther and their team will operate as Mariash Lowther Wealth Management in Sarasota, Florida.

Bonds offer more than portfolio protection after step-up in rates
IN THE NASDAQ MAR 01, 2023
Bonds offer more than portfolio protection after step-up in rates

Adam Abbas, co-head of fixed income at Harris Associates, joins InvestmentNews anchor Gregg Greenberg in the Nasdaq to talk about opportunities in the credit market, as well as the Federal Reserve's next move.

Why investors need to add annuities to their portfolio mix
IN THE NASDAQ MAR 01, 2023
Why investors need to add annuities to their portfolio mix

Alfred Eskandar, president and COO of Salt Financial, joins InvestmentNews anchor Gregg Greenberg to talk about using annuity solutions to combat the longevity crisis, as well as Salt's recent index projects with the Nasdaq.

Actively managed ETFs rising with market volatility
IN THE NASDAQ MAR 01, 2023
Actively managed ETFs rising with market volatility

Nick Elward, head of ETFs at Natixis, joins InvestmentNews anchor Gregg Greenberg in the Nasdaq to talk about how the rise in market volatility is helping increase investor interest in actively managed ETFs.

LPL adds Merrill advisor managing $300 million
INDEPENDENT BROKER DEALERS FEB 28, 2023
LPL adds Merrill advisor managing $300 million

Irvine, California-based Eric Gallinger is affiliating with LPL through Stratos Wealth Partners.

Michael Tiedemann identifies keys to RIA success
THE INVESTMENTNEWS PODCAST FEB 27, 2023
Michael Tiedemann identifies keys to RIA success

On this episode, Jeff and Bruce come on strong with the questions and Michael Tiedemann, CEO of Alvarium Tiedemann, takes them in stride. There’s so much to unpack, from the inception of the Tiedemann Advisors to its journey of rebranding and going public. And of course the bigger questions: Does an RIA go public? If so, when? And do you misalign with your clients by going public?

Merrill advisor with $440 million in assets affiliates with LPL
INDEPENDENT BROKER DEALERS FEB 27, 2023
Merrill advisor with $440 million in assets affiliates with LPL

Thom Maher is launching a firm, Maher Wealth Management, in Phoenix.

10 cities with the highest concentrations of financial advisors in 2023
PRACTICE MANAGEMENT FEB 27, 2023
10 cities with the highest concentrations of financial advisors in 2023

Some cities have far higher ratios of personal financial advisors to adult inhabitants than others.

Sanctuary Wealth adds $1.5 billion Merrill team
WIREHOUSES FEB 24, 2023
Sanctuary Wealth adds $1.5 billion Merrill team

Chappell Wealth Management is based in The Woodlands, Texas.

Willis Towers Watson rolls out pooled employer plan
RETIREMENT PLANNING FEB 24, 2023
Willis Towers Watson rolls out pooled employer plan

The launch follows the company’s offerings of similar plans in the UK and Europe; Transamerica will serve as record keeper for PEP.