InvestmentNews

InvestmentNews
Displaying 3990 results
The truth about managing the financial affairs of the ultra-high-net-worth
VIDEOS IN THE NASDAQ AUG 21, 2024
The truth about managing the financial affairs of the ultra-high-net-worth

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.

Top Independent High-Net Worth Advisors
BEST IN WEALTH AUG 19, 2024
Top Independent High-Net Worth Advisors

InvestmentNews presents the Top Independent High-Net-Worth Advisors from across the US.

Long ignored international stocks offer huge opportunities, says Vontobel strategist
VIDEOS IN THE NASDAQ AUG 14, 2024
Long ignored international stocks offer huge opportunities, says Vontobel strategist

David Souccar, international equities portfolio manager at Vontobel, sits down with InvestmentNews anchor Gregg Greenberg to name his favorite foreign stocks.

Best strategies for Boomers seeking to pass down wealth to sustainability-minded heirs
VIDEOS IN THE NASDAQ AUG 14, 2024
Best strategies for Boomers seeking to pass down wealth to sustainability-minded heirs

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.

Investing in data centers offers an alternative way to profit from AI boom
VIDEOS IN THE NASDAQ AUG 14, 2024
Investing in data centers offers an alternative way to profit from AI boom

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.

Ideas for advisors seeking to improve their cash management
VIDEOS IN THE NASDAQ AUG 14, 2024
Ideas for advisors seeking to improve their cash management

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.

Innovations in annuity technology rising to meet market demand
VIDEOS IN THE NASDAQ AUG 14, 2024
Innovations in annuity technology rising to meet market demand

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.

Value stocks, especially utilities, poised to outperform, says Morgan Stanley portfolio manager
VIDEOS IN THE NASDAQ AUG 14, 2024
Value stocks, especially utilities, poised to outperform, says Morgan Stanley portfolio manager

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.

Here's how stocks will likely react to a Trump or Harris victory
VIDEOS IN THE NASDAQ AUG 14, 2024
Here's how stocks will likely react to a Trump or Harris victory

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.

How to effectively use offshore trusts for ESG investing
VIDEOS IN THE NASDAQ AUG 07, 2024
How to effectively use offshore trusts for ESG investing

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.