Nadia Papagiannis, senior vice president of multi-asset class solutions at Northern Trust Asset Management, joins Jeff to chat about the income portion of portfolios for clients on the cusp of retirement. Given inflation, low interest rates and general uncertainty, advisers have their work cut out for them. Nadia shares her perspective and advice on the matter.
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Guest Bio:
Nadia Papagiannis, CFA, is responsible for developing and managing discretionary, multi-asset class products, including model portfolios and custom strategies, for NTAM. She joined Northern Trust in 2018, having spent more than four years at GSAM as director of alternative investment strategy and eight years at Morningstar, where she was the director of alternative fund research. Prior to joining Morningstar in 2005, she was a senior compliance examiner at NASD (now Finra), auditing broker-dealers. She also worked at the National Futures Association, auditing firms trading futures and options, including hedge funds.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
Bruce Kelly is joined this week by his InvestmentNews colleagues to give their expert opinion on an eventful year in wealth management.
