InvestmentNews

InvestmentNews
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Raymond James signs up Merrill advisor managing about $360 million in assets
NEWS BROKER DEALERS AUG 01, 2023
Raymond James signs up Merrill advisor managing about $360 million in assets

Forbes-recognized advisor in Ponte Vedra, Florida, leaves bank for independent.

Federal Reserve reveals latest interest-rate decision
NEWS INDUSTRY NEWS JUL 26, 2023
Federal Reserve reveals latest interest-rate decision

Will central bank pause again or hike to combat stubborn inflation?

AI, EdTech companies will remain private equity targets in the second half
VIDEOS IN THE NASDAQ JUL 26, 2023
AI, EdTech companies will remain private equity targets in the second half

FE International CEO Thomas Smale sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for M&A in the second half, as well as explain why demand for education technology and AI companies will remain hot.

Gen X in for rude retirement awakening unless advisors step in
VIDEOS IN THE NASDAQ JUL 26, 2023
Gen X in for rude retirement awakening unless advisors step in

Dylan Tyson, president of Prudential Retirement Strategies, sits down with InvestmentNews anchor Gregg Greenberg to explain why Gen X is in for a rude awakening when it comes to retirement, and what they can do about it.

Millennials loving gold more than boomers and Gen X, says State Street strategist
VIDEOS IN THE NASDAQ JUL 26, 2023
Millennials loving gold more than boomers and Gen X, says State Street strategist

George Milling-Stanley, State Street Global Advisors, gold strategist, sits down with InvestmentNews anchor Gregg Greenberg to give his outlook for gold once the 'summer lull' lifts, and explain why millennials now hold more gold than boomers and Gen X.

Permanent remote supervision? Not so fast
NEWS REGULATION AND LEGISLATION JUL 24, 2023
Permanent remote supervision? Not so fast

The industry’s frustration is understandable. But state regulators and the plaintiff’s bar have a point, too.

Top fee-only RIAs in 2023
NEWS RIAS JUL 21, 2023
Top fee-only RIAs in 2023

Here's a list of the biggest fee-only registered investment advisors, based on the data firms report to the SEC on their Form ADV.

Small-cap stocks set to shine as tech giants top out
VIDEOS IN THE NASDAQ JUL 19, 2023
Small-cap stocks set to shine as tech giants top out

John Barr, portfolio manager of Needham Aggressive Growth Fund, sits down with InvestmentNews anchor Gregg Greenberg to explain why small-cap stocks like Clean Harbors are set to take over market leadership from big-cap tech giants.

Time to switch utilities on and big-cap tech off in waning bull market
VIDEOS IN THE NASDAQ JUL 19, 2023
Time to switch utilities on and big-cap tech off in waning bull market

Quantum Financial Advisors CIO Joe Rinaldi sits down with InvestmentNews anchor Gregg Greenberg to explain why utilities offer value in the second half, as the bull market and especially big-cap tech top out.

Don't believe the bulls! Cautious CIO offers ideas for second-half downturn
VIDEOS IN THE NASDAQ JUL 19, 2023
Don't believe the bulls! Cautious CIO offers ideas for second-half downturn

Graham Day, CIO at Innovator ETFs, sits down with InvestmentNews anchor Gregg Greenberg to offer his less-than-bullish outlook for stocks in the second half and explain how investors can protect themselves.