InvestmentNews

InvestmentNews
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Hightower unit TC Wealth acquires $800 million firm
RIA NEWS FEB 08, 2023
Hightower unit TC Wealth acquires $800 million firm

Both TC Wealth Partners and the firm it purchased, EFG Advisors, are based in the suburbs of Chicago.

180 Capital CEO explains why microcaps are magnificent
IN THE NASDAQ FEB 08, 2023
180 Capital CEO explains why microcaps are magnificent

CEO Kevin Rendino of 180 Degree Capital sits down with InvestmentNews anchor Gregg Greenberg to explain why microcaps offer the most opportunity in the current market environment and why America's small businesses are in excellent shape.

Should ESG investors add carbon to their portfolios?
IN THE NASDAQ FEB 08, 2023
Should ESG investors add carbon to their portfolios?

Carbon Fund Advisors president Tim Collins sits down with InvestmentNews anchor Gregg Greenberg to explain why his firm's new Carbon Strategy ETF is right for ESG-focused investors.

How to pick sustainable stocks from the bottom up
IN THE NASDAQ FEB 08, 2023
How to pick sustainable stocks from the bottom up

Portfolio manager Bruce Kahn of Shelton Sustainable Equity Fund sits down with InvestmentNews anchor Gregg Greenberg to explain how he selects the best innovation-focused, sustainable stocks from the bottom up.

OneDigital acquires Florida firm managing $500 million
RETIREMENT PLANNING FEB 07, 2023
OneDigital acquires Florida firm managing $500 million

Florida Pension Group, headquartered in St. Johns, provides retirement plan consulting and wealth management services.

Alternatives as an all-season investment
THE INVESTMENTNEWS PODCAST FEB 06, 2023
Alternatives as an all-season investment

Bruce and Jeff speak to Nadia Papagiannis, head of model portfolio products at Northern Trust Asset Management, about investing beyond one’s comfort zone and what it is about our current economy that makes alternative investments unique.

Whose clients are they, anyway?
PRACTICE MANAGEMENT FEB 06, 2023
Whose clients are they, anyway?

Perhaps the reality is that neither firms nor advisors truly 'own' clients but rather are lessees of clients.

Alex. Brown nabs Florida advisor managing $250 million at Merrill
INDEPENDENT BROKER DEALERS FEB 02, 2023
Alex. Brown nabs Florida advisor managing $250 million at Merrill

Daniel Laiter will join Alex Brown's Brickell Avenue branch in Miami.

Wealth Enhancement Group acquires hybrid managing $371 million
RIA NEWS FEB 01, 2023
Wealth Enhancement Group acquires hybrid managing $371 million

Legacy Financial Planning has offices in Rochester and Oswego, New York, and Naples, Florida.

What's behind a huge trend in fixed income
IN THE NASDAQ FEB 01, 2023
What's behind a huge trend in fixed income

iShares fixed-income strategist Steve Laipply sits down with InvestmentNews anchor Gregg Greenberg to highlight the surge into high-quality bond ETFs in 2022, especially Treasury and muni funds, and offer his opinion on the future of interest rates.