Tina Beckwith, chief marketing officer at LIMRA, sits down with InvestmentNews anchor Gregg Greenberg to discuss why Gen X women are particularly vulnerable when it comes to retirement, as well as explain why annuities are a compelling solution for them.
Trey Prescott, director of business development at Advisory Services Network, sits down with InvestmentNews anchor Gregg Greenberg to highlight the biggest issues spurring financial advisors to choose the independent route.
Mark Cooper, CIO of MAC Alpha Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss why global small-cap value stocks offer a compelling opportunity in a pricey market.
Jason Wenk, CEO and founder of Altruist, sits down with InvestmentNews anchor Gregg Greenberg to discuss how the wealth management industry is adapting to AI technology, including Altruist’s new Hazel AI tax planning platform.
David Leiter, author of ‘Stop Making Stupid Investments’, sits down with InvestmentNews anchor Gregg Greenberg to highlight the biggest mistakes investors make, especially during wild bull markets like the current one.
Joe Gaffoglio, president & CEO of Mutual of America Capital Management, sits down with InvestmentNews anchor Gregg Greenberg to highlight the current state of retirement saving in America, as well as discuss his outlook for interest rates and annuities.
Dean Rubino, CEO of KPC Private Funds, sits down with InvestmentNews anchor Gregg Greenberg to highlight the most compelling opportunities in private markets at a time when publicly traded stocks are rallying.
Jose Torres, senior economist at Interactive Brokers, sits down with InvestmentNews anchor Gregg Greenberg to explain how the AI buildout will affect economic growth, as well as predict how the midterms will impact stocks in the second half.
James McCann, senior economist at Edward Jones, sits down with InvestmentNews anchor Gregg Greenberg to highlight his outlook for rates, stocks and the biggest takeaways from the recent Edward Jones Financial Fulfillment report.
Neil Sun, BlueBay portfolio manager at RBC Global Asset Management, sits down with InvestmentNews anchor Gregg Greenberg to discuss his outlook for the economy and the best opportunities in bonds.
