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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.

‘IN the Nasdaq’ with Kristof Gleich, president and CIO of Harbor Capital Advisors
IN THE NASDAQ FEB 01, 2023
‘IN the Nasdaq’ with Kristof Gleich, president and CIO of Harbor Capital Advisors

Harbor Capital president Kristof Gleich sits down with InvestmentNews anchor Gregg Greenberg to explain why he sees small-cap, value and liquid alternative ETFs gaining traction in the market, as well as his formula for finding successful managers.

‘IN the Nasdaq’ with Jan van Eck, CEO of VanEck
IN THE NASDAQ FEB 01, 2023
‘IN the Nasdaq’ with Jan van Eck, CEO of VanEck

VanEck CEO Jan van Eck sits down with InvestmentNews anchor Gregg Greenberg to explain why he believes positive news from China may continue to lift equities in 2023, as well as offer his stance on the controversy over ESG investing.

Worst states for retirement in 2023
RETIREMENT PLANNING JAN 31, 2023
Worst states for retirement in 2023

As clients consider whether to relocate once they're retired, here's a ranking that takes into account 47 factors related to each state’s affordability, health care and overall quality of life.

LPL adds Texas advisor managing $180 million
INDEPENDENT BROKER DEALERS JAN 30, 2023
LPL adds Texas advisor managing $180 million

Jonathan Blakelock and six staff members are joining LPL from Ameriprise and will operate as Blakelock Financial Group in Kingwood.

Is going full equity in portfolios being fiduciarily responsible?
THE INVESTMENTNEWS PODCAST JAN 30, 2023
Is going full equity in portfolios being fiduciarily responsible?

Bruce and Jeff talk to Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, about going 100% equities in portfolios, dealing with the risk averse versus the non-risk averse, and answering the big recession questions. 

UBS adds two teams from Merrill Lynch
WIREHOUSES JAN 27, 2023
UBS adds two teams from Merrill Lynch

The Klinger Quan Group, which manages more than $1.3 billion, joins in San Francisco, while David Sacharko and Sean Siana, with $340 million, join in Hartford, Connecticut.

Best states for retirement in 2023
RETIREMENT PLANNING JAN 27, 2023
Best states for retirement in 2023

A ranking of the best states to retire takes into account factors related to affordability, health care and overall quality of life.