Andrew Ball, senior vice president at Financial Independence Group (FIG), sits down with InvestmentNews anchor Gregg Greenberg to explain how FIG’s platform helps advisors expand and track their wealth management offerings.
Andrew Ball, senior vice president at Financial Independence Group (FIG), sits down with InvestmentNews anchor Gregg Greenberg to explain how FIG’s platform helps advisors expand and track their wealth management offerings.
Mitchell Caplan, CEO of Willow Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the parallels between the current bull market and the 1990’s dotcom rally, as well as offer his outlook for alternatives in 2026.
Tony Davidow, senior alternatives investment strategist at Franklin Templeton, sits down with InvestmentNews anchor Gregg Greenberg to highlight the macroeconomic themes shaping private markets in 2026.
Jay Jacobs, U.S. head of equity ETFs at BlackRock, sits down with InvestmentNews anchor Gregg Greenberg to highlight the biggest themes in ETFs for 2026 including Bitcoin and AI focused funds.
Edward Massaro, CEO and CIO at Knighthead Insurance Group, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for annuities of all varieties in 2026.
George Patterson, managing director and chief investment officer for quantitative solutions at PGIM, sits down with InvestmentNews anchor Gregg Greenberg to explain the benefits of buffer ETFs in today’s economy.
Jill Gateman, co-head of U.S. commercial banking at TD Bank, sits down with InvestmentNews anchor Gregg Greenberg to offer her outlook for the middle market banking landscape in 2026 from credit demand to capital needs.
Greg Large, president of Lenox Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain how advisors can help clients combat rising healthcare costs in the new year, as well as tackle longevity risk.
Jacob Greene, head strategist at Neuberger Berman Custom Direct Investing, sits down with InvestmentNews anchor Gregg Greenberg to offer portfolio tax management solutions, as well as explain how clients can diversify concentrated stock positions.
Roland Kastoun, asset and wealth management advisory leader at PwC, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for universal asset access, digitization and tokenization in the coming year.
