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InvestmentNews
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SECURE Act 2.0 a bright spot in America's cloudy retirement future
VIDEOS IN THE NASDAQ JUN 29, 2023
SECURE Act 2.0 a bright spot in America's cloudy retirement future

John Hancock Retirement CEO Wayne Park sits down with InvestmentNews anchor Gregg Greenberg to give his views on the shifting landscape in the retirement industry itself, and Americans' readiness to attain their retirement goals.

Why advisors need to teach 'longevity literacy' to the 401(k) generation
VIDEOS IN THE NASDAQ JUN 29, 2023
Why advisors need to teach 'longevity literacy' to the 401(k) generation

Brendan McCarthy, head of retirement investing at Nuveen, sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook for the defined-contribution market in the second half, and discuss the challenges facing the 401(k) generation.

What's driving the boom in active ETFs? Will it last?
VIDEOS IN THE NASDAQ JUN 28, 2023
What's driving the boom in active ETFs? Will it last?

Matt Collins of PGIM Investments sits down with InvestmentNews anchor Gregg Greenberg to explain what's driving the market's active ETF boom, as well as the popularity of PGIM's ultrashort bond ETF.

LPL snaps up advisor team managing $375 million in assets
NEWS BROKER DEALERS JUN 28, 2023
LPL snaps up advisor team managing $375 million in assets

Desire for more independence, time with clients lead Indiana team to switch from Cetera.

InvestmentNews announces major new investment, growth initiative
NEWS INDUSTRY NEWS JUN 28, 2023
InvestmentNews announces major new investment, growth initiative

Big growth plans ahead as IN adds more staff, eyes international expansion.

Vestwell expands retirement offerings for small, midsize businesses
RETIREMENT RETIREMENT PLANNING JUN 26, 2023
Vestwell expands retirement offerings for small, midsize businesses

The company is adding to its support for groups of plans and rolling out new programs for multiple employer plans and pooled employer plans.

The potential to expand access to alternative investments
THE INVESTMENTNEWS PODCAST JUN 26, 2023
The potential to expand access to alternative investments

Bruce and Jeff are joined by Abby Salameh, chief marketing officer and managing director of CAIS IQ, to talk about the appetite for and access to alternative investments. 

10 banks that retail customers rank highest for financial advice
YOUR PRACTICE PRACTICE MANAGEMENT JUN 23, 2023
10 banks that retail customers rank highest for financial advice

Consumers dealing with inflation and market volatility would appreciate guidance from their bank, but few say they’re getting that, according to a new study from J.D. Power.

OneDigital acquires StoneStreet Equity
RETIREMENT RETIREMENT PLANNING JUN 22, 2023
OneDigital acquires StoneStreet Equity

The Armonk, New York-based retirement plan consulting firm has $3.8 billion in assets under advisement.

$275 million Colorado team jumps to LPL from Woodbury
NEWS BROKER DEALERS JUN 22, 2023
$275 million Colorado team jumps to LPL from Woodbury

Joe Di Biasi and Greg McElheny head Blue Sky Wealth Management in Greenwood Village.