Jack Petersen, managing partner at Summit Trail Advisors, sits down with InvestmentNews anchor Gregg Greenberg to discuss how financial advisors navigate the estate planning challenges of ultra-high-net-worth individuals, as well as family offices.
InvestmentNews presents the Top Independent High-Net-Worth Advisors from across the US.
David Souccar, international equities portfolio manager at Vontobel, sits down with InvestmentNews anchor Gregg Greenberg to name his favorite foreign stocks.
Mike Tiedemann, CEO of AlTi Tiedemann Global, sits down with InvestmentNews anchor Gregg Greenberg to discuss strategies for high-net worth boomers to transfer wealth to younger generations interested in sustainable investments.
Pedro Palandrani, director of research at Global X, sits down with InvestmentNews anchor Gregg Greenberg to discuss alternative ways to profit from the boom in AI stocks like investing in data centers.
Adam Grealish, head of investments at Altruist, sits down with InvestmentNews anchor Gregg Greenberg to discuss ways in which advisors can improve their cash management practices.
Jay Charles, director of annuity products at Luma Financial Technologies, sits down with InvestmentNews anchor Gregg Greenberg to discuss the innovations in annuity technology amid increasing demand for annuity products.
Aaron Dunn, co-head of value equity at Morgan Stanley Investment Management, sits down with InvestmentNews anchor Gregg Greenberg to explain why value stocks, especially utilities, are at long last poised to outperform.
Shannon Saccocia, CIO of Neuberger Berman Private Wealth, sits down with InvestmentNews anchor Gregg Greenberg to explain how the market will likely react to either a Trump or Harris victory in the Presidential election.
Shelly Meerovitch, co-head of global families at Bernstein Private Wealth Management, sits down with InvestmentNews anchor Gregg Greenberg to explain how fiduciaries can best use offshore trusts for ESG investing.
