Andrew Altfest, president of Altfest Personal Wealth, sits down with InvestmentNews anchor Gregg Greenberg to offer clarity on AI and how it will affect the RIA industry going forward.
Bob Long, CEO of StepStone Private Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the most effective ways to add private market assets to a portfolio.
Jay Jacobs, U.S. Head of iShares Thematic and Active ETFs for BlackRock, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for technology and Bitcoin ETFs, as well as explain how investors can diversify and customize market cap exposure.
Michael Estep, president of group insurance at Prudential Financial, sits down with InvestmentNews anchor Gregg Greenberg to highlight the role benefits play in an employee's productivity and overall well-being.
Derek Wittjohann, chief operating officer at Premier Path Wealth Partners, sits down with InvestmentNews anchor Gregg Greenberg to discuss the advantages and trade-offs of leaving a wirehouse to become an independent advisor.
Phil Orlando, chief market strategist at Federated Hermes, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for stocks in 2025, focusing on Trump 2.0 and a Fed in the spotlight.
Marguerite Weese, national director of family legacy strategies at Wilmington Trust, sits down with InvestmentNews anchor Gregg Greenberg to explain how strategic gifting can be a powerful tool for estate planning and preserving generational wealth.
Nick Tannura, chief investment officer at GSI Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain why investors should include REITs in portfolio allocations despite their recent underperformance.
Jeff Rosenberg, portfolio manager for the systematic multi-strategy fund for BlackRock, sits down with InvestmentNews anchor Gregg Greenberg to explain the benefits of systematic investing in the fixed income arena.
Tyler Rosenlicht, Portfolio Manager for Global Listed Infrastructure, Cohen & Steers, sits down with InvestmentNews anchor Gregg Greenberg to explain why global listed infrastructure securities will fare well in the coming year.
