Videos

IN THE NASDAQ

OpenArc COO breaks down the firm’s transition to RIA independence

OpenArc COO breaks down the firm’s transition to RIA independence

Emily Fletcher, managing partner and COO at OpenArc Corporate Advisory, sits down with InvestmentNews anchor Gregg Greenberg to explain how the firm made the successful transition from wirehouse to RIA.

Alloy CEO highlights how financial institutions can protect themselves from fraud

Alloy CEO highlights how financial institutions can protect themselves from fraud

Tommy Nicholas, CEO of Alloy, sits down with InvestmentNews anchor Gregg Greenberg to highlight the spike in fraud impacting banks, fintechs and credit unions because of AI, as well as explain how financial institutions can protect themselves.

These are the things financial advisors must do to grow their practices

These are the things financial advisors must do to grow their practices

Michael Lieberman, partner at Advisors Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the areas financial advisors should focus on to grow their practices, as well as name the things they need to stop doing to remain competitive.

S&P 500 on target for 8,000, says Wellington-Altus Private Wealth strategist

S&P 500 on target for 8,000, says Wellington-Altus Private Wealth strategist

Jim Thorne, Chief Market Strategist, Wellington-Altus Private Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the bull case for stocks and explain why he sees the S&P 500 reaching 8,000 this year.

Why investors need to pay attention to the AI infrastructure story

Why investors need to pay attention to the AI infrastructure story

Lorenzo Lorilla, Managing Partner and Chief Investment Officer, Brookfield Wealth Solutions, sits down with InvestmentNews anchor Gregg Greenberg to explain why he is bullish on the AI infrastructure story, as well as discuss opportunities in real estate and private credit.

How to solve the “Chronic Narrative Deficiency” problem on Wall Street

How to solve the “Chronic Narrative Deficiency” problem on Wall Street

Rick Lake, founder of Narrative Alpha, sits down with InvestmentNews anchor Gregg Greenberg to highlight the upcoming Revenue {R}Evolution symposium at the Stevens Institute of Technology, as well as discuss “Chronic Narrative Deficiency” in the asset management industry.

Here’s why investor behavior is the biggest drag on returns

Here’s why investor behavior is the biggest drag on returns

Barry Mandinach, EVP & head of distribution at Virtus Investment Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain why investor behavior is the biggest drag on returns as opposed to fees or fund selection, as well as highlight the best way to mix passive and active investments.

Is the bottom in for Bitcoin? Morgan Stanley’s strategist weighs in

Is the bottom in for Bitcoin? Morgan Stanley’s strategist weighs in

Denny Galindo, investment strategist at Morgan Stanley Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss whether the “crypto winter” is over and it’s time to buy Bitcoin again.

Energy, defense and PE stocks offer upside, says CAZ Investments CIO

Energy, defense and PE stocks offer upside, says CAZ Investments CIO

Christopher Zook, chief investment officer at CAZ Investments, sits down with InvestmentNews anchor Gregg Greenberg to explain why now is the right time for advisors to increase their exposure to defense stocks, as well as energy assets, both public and private.

BetaNXT highlights new InsightX offering, AI strategy

BetaNXT highlights new InsightX offering, AI strategy

Chris Nobles, division executive at BetaNXT, sits down with InvestmentNews anchor Gregg Greenberg to discuss the latest news surrounding its InsightX offering, as well as the firm’s AI Innovation Lab.