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Struggling big-cap tech stocks, rising rates will weigh on S&P, says Morgan Stanley strategist
VIDEOS IN THE NASDAQ SEP 20, 2023
Struggling big-cap tech stocks, rising rates will weigh on S&P, says Morgan Stanley strategist

Lisa Shalett, chief investment officer for wealth management at Morgan Stanley, sits down with InvestmentNews anchor Gregg Greenberg to explain why higher yields and weaker big-cap tech stocks will weigh on equities through the end of 2023.

Wells Fargo advisor managing $175M jumps to LPL
NEWS BROKER DEALERS SEP 19, 2023
Wells Fargo advisor managing $175M jumps to LPL

Aaron Cizon is launching Cizon Group Wealth Management in Greenville, South Carolina.

Carson Group's Jamie Hopkins joining Bryn Mawr Trust
NEWS RIAS SEP 19, 2023
Carson Group's Jamie Hopkins joining Bryn Mawr Trust

‘My personal mission is to enhance the financial security of Americans,’ says Hopkins, who will serve as the firm's director of private wealth management.

LPL adds $1.2 billion pair from Morgan Stanley
NEWS BROKER DEALERS SEP 18, 2023
LPL adds $1.2 billion pair from Morgan Stanley

The California-based father-son team cite LPL’s resources for serving high-net-worth clients.

Commonwealth adds Avantax team overseeing $223M
NEWS BROKER DEALERS SEP 18, 2023
Commonwealth adds Avantax team overseeing $223M

Waukesha, Wisconsin-based R&R Wealth aims to reach $1 billion in assets in next four years.

Think you still need your Series 7? Think again!
GO RIA PODCASTS SEP 13, 2023
Think you still need your Series 7? Think again!

As we know by now… there are many alternatives to commission-based products. There are fee-based annuities, insurance, and, alternative investments. But, now, there’s actually another solution to consider for your “legacy” BD business. This week, Chuck talks with DPL’s David Lau about an interesting new way for advisors leaving the BD world to hold on to their legacy variable annuities & mutual funds (and get paid on them) all without needing to have a Series 7. Sound too good to be true? Check out this episode to see how.

Back to school special: Mercer US CIO tackles student loan debate, endowment investing, 529 performance
VIDEOS IN THE NASDAQ SEP 13, 2023
Back to school special: Mercer US CIO tackles student loan debate, endowment investing, 529 performance

Olaolu Aganga, US chief investment officer at Mercer, sits down with InvestmentNews anchor Gregg Greenberg to discuss the student loan debate, endowment investing, outsourced CIOs and her outlook for 529 plans in 2024.

Prospect of rate cuts has high-yield bonds poised to outperform, says RBC BlueBay strategist
VIDEOS IN THE NASDAQ SEP 13, 2023
Prospect of rate cuts has high-yield bonds poised to outperform, says RBC BlueBay strategist

Andrzej Skiba, head of BlueBay U.S. fixed income at RBC GAM, sits down with InvestmentNews anchor Gregg Greenberg to explain why high-yield bonds are set up to outperform due to high credit quality and the prospect of Fed rate cuts in the future.

Muni fundamentals strong, bargains abound, says abrdn fixed income strategist
VIDEOS IN THE NASDAQ SEP 13, 2023
Muni fundamentals strong, bargains abound, says abrdn fixed income strategist

Jonathan Mondillo, head of North American fixed income at abrdn, sits down with InvestmentNews anchor Gregg Greenberg to discuss why municipal bonds are being overlooked in the market despite strong fundamentals.

How advisors can boost their businesses by becoming macro specialists
VIDEOS IN THE NASDAQ SEP 13, 2023
How advisors can boost their businesses by becoming macro specialists

Katherine Krantz, CEO at the Center for the Macro Specialist Designation, sits down with InvestmentNews anchor Gregg Greenberg to discuss how wealth managers can boost both their returns and their practices by becoming macro specialists.