Morgan Veth, vice president at Bogart Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best approaches for advisors consulting with clients on their estate plans, as well as selecting executors and trustees.
Morgan Veth, vice president at Bogart Wealth, sits down with InvestmentNews anchor Gregg Greenberg to highlight the best approaches for advisors consulting with clients on their estate plans, as well as selecting executors and trustees.
Nate Palmer, managing director and head of portfolio management at Wilshire, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook on changes in the retirement space in 2026, and how plan sponsors can navigate the changes.
Justin Whitehead, CEO and founder of Pebble Finance, sits down with InvestmentNews anchor Gregg Greenberg to explain how AI will change the wealth management industry in 2026 and beyond.
Charles Failla, CEO of Sovereign Financial Group, sits down with InvestmentNews anchor Gregg Greenberg to explain how advisors can help clients combat sequence risk when it comes to retirement.
Rui de Figueiredo, managing director at Morgan Stanley Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight methods for managing portfolio, liquidity and volatility risk in an uncertain market.
David Bailin, CEO and Founder of CIO Group, sits down with InvestmentNews anchor Gregg Greenberg to highlight the ways AI will impact investors in 2026, as well as offer his ideas for the best and worst places to invest this year.
Elena Khoziaeva, co-chief investment officer and portfolio manager at Bridgeway Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss portfolio construction and market-neutral investing in the current environment, as well as highlight Bridgeway’s Global Opportunities strategy.
Matt Fleissig, CEO of Pathstone, sits down with InvestmentNews anchor Gregg Greenberg to discuss how advisors need to position themselves for the next phase of the wealth management cycle, as well as break down the current state of private market investing.
Michael Green, chief investment strategist and portfolio manager from Simplify Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for active and passive ETFs in 2026.
Marta Norton, chief investment strategist of Empower Investments, sits down with InvestmentNews anchor Gregg Greenberg to highlight her top equity opportunities for 2026, as well as offer her outlook for the Mag 7 and AI stocks.
