Leo Kelly, CEO of Verdence Capital Advisors, sits down with InvestmentNews anchor Gregg Greenberg to offer his views on the current state of the RIA industry, as well as his outlook for M&A in the face of higher rates.
Rich Winkowski, head of the international equity team at Federated Hermes, sits down with InvestmentNews anchor Gregg Greenberg to discuss his outlook for foreign stocks, focusing on the defense sector and the strength in Japanese equities.
Steve Sosnick, chief strategist at Interactive Brokers, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook on earnings, the bull market and whether geopolitical worries will impact stocks.
The board for the new firm, Tifin AG, includes financial industry vets from Focus Financial and J.P. Morgan.
Bay City, Michigan-based Maier & Associates includes members of three generations of the Maier family.
New York City-based GKB & Associates includes five advisors.
InvestmentNews begins its search for the best financial planning softwares and CRM platforms in the industry.
The digital assistants will be driven by Microsoft’s Azure OpenAI Service.
Engrave Wealth Partners, based in The Woodlands, has 10 team members.
Frank Durrum operates as Durrum Wealth Management in Mount Pleasant, Texas.
