Jim Kais, head of group retirement at Equitable, sits down with InvestmentNews anchor Gregg Greenberg to highlight the growth in PEPs, or pooled employer plans, and why it presents a huge opportunity for financial advisors.
Mo Haghbin, managing director of strategic ETFs at ProShares, sits down with InvestmentNews anchor Gregg Greenberg to discuss ETF strategies for income investors, or those worried about a softer economy in the second half of 2025.
Brian Macauley, portfolio manager at the Hennessy Focus Fund, sits down with InvestmentNews anchor Gregg Greenberg to name his favorite stocks from his concentrated stock fund.
Onur Erzan, head of private wealth and global client group at Bernstein, sits down with InvestmentNews anchor Gregg Greenberg to discuss the growth in Bernstein's advisory business, as well as highlight the pros and cons of adding alternatives to client portfolios.
Brad Roth, CIO and portfolio manager at THOR Financial Technologies, sits down with InvestmentNews anchor Gregg Greenberg to highlight the systematic approach of his ETFs in a volatile market.
Mike Durbin, CEO of Cetera, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook on consolidation in the wealth management business, as well as highlight Cetera's new channel dedicated to RIAs.
Rob Thummel, director and portfolio manager at Tortoise Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss the best investments in the energy sector and highlight the new Tortoise Energy ETF.
Tony Davidow, author of the new book Private Markets, sits down with InvestmentNews anchor Gregg Greenberg to discuss the boom in private markets - aka alternatives – and offer the best ways for investors to gain exposure to this exploding asset class
Chris Fasciano, chief market strategist at Commonwealth, sits down with InvestmentNews anchor Gregg Greenberg to offer his equities outlook for the second half of 2025 and discuss whether the consumer will continue to keep spending.
Tom Cohn, partner at Cerity Partners, sits down with InvestmentNews anchor Gregg Greenberg to discuss the best ways to invest in private market assets, as well as explain the impact of higher interest rates on alternatives.
