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InvestmentNews
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Stratos Wealth adds advisor managing $250 million
NEWS RIAS JUN 21, 2023
Stratos Wealth adds advisor managing $250 million

Robert Hamer is joining Stratos from Asset Management Group.

Building your RIA Tech Stack
GO RIA PODCASTS JUN 21, 2023
Building your RIA Tech Stack

This week, Jeff and Chuck will talk with RIA tech guru Tim Welsh, president of Nexus Strategy. Whether you plan to build your own RIA or tuck into an existing RIA, they cover how to (and how NOT to) address your current and future tech needs.

Carson Group adds $5 billion Northwest Capital Management
NEWS RIAS JUN 21, 2023
Carson Group adds $5 billion Northwest Capital Management

The firm, with offices in Portland, Oregon, and Seattle, offers both wealth management and retirement plan services.

Will AI remain one of the market's 'megatrends'?
VIDEOS IN THE NASDAQ JUN 21, 2023
Will AI remain one of the market's 'megatrends'?

Jeff Spiegel, US head of megatrend and international ETFs at iShares, sits down with InvestmentNews anchor Gregg Greenberg to identify major trends in today's stock market like AI, as well as what he expects to be hot in coming months and years.

Not all commercial real estate in trouble, opportunities still abound, says Clarion strategist
VIDEOS IN THE NASDAQ JUN 21, 2023
Not all commercial real estate in trouble, opportunities still abound, says Clarion strategist

Janet Souk, Clarion Partners portfolio manager, sits down with InvestmentNews anchor Gregg Greenberg to explain the benefits of adding private real estate to a portfolio, as well as her outlook for the troubled commercial real estate sector.

Follow Warren Buffett into Japanese stocks, says WisdomTree strategist
VIDEOS IN THE NASDAQ JUN 21, 2023
Follow Warren Buffett into Japanese stocks, says WisdomTree strategist

WisdomTree global chief investment officer Jeremy Schwartz sits down with InvestmentNews anchor Gregg Greenberg to offer his outlook on the Fed's next move, big-cap tech and foreign stocks in the second half of 2023.

Author Adam Alter explains how to 'Breakthrough' artistic and corporate blocks
VIDEOS IN THE NASDAQ JUN 21, 2023
Author Adam Alter explains how to 'Breakthrough' artistic and corporate blocks

Author Adam Alter sits down with InvestmentNews anchor Gregg Greenberg to discuss his new book 'Anatomy of a Breakthrough,' and offer recommendations on how artists, athletes and even corporate executives can overcome blocks to get unstuck.

Author Felix Salmon tackles meme stocks, remote work and 'The Phoenix Economy'
VIDEOS IN THE NASDAQ JUN 21, 2023
Author Felix Salmon tackles meme stocks, remote work and 'The Phoenix Economy'

Author Felix Salmon sits down with InvestmentNews anchor Gregg Greenberg to discuss his new book about the pandemic, 'The Phoenix Economy,' as well as his outlook for the Fed, meme stocks and remote work.

Ameritas rolls out pooled employer plan
RETIREMENT RETIREMENT PLANNING JUN 21, 2023
Ameritas rolls out pooled employer plan

TRG Fiduciary Services will serve as plan provider, and LeafHouse Financial will select and monitor the PEP's investments.

REITs and the downturn in commercial real estate
THE INVESTMENTNEWS PODCAST JUN 20, 2023
REITs and the downturn in commercial real estate

Bruce and Jeff speak to Richard Hill, head of real estate strategy and research at Cohen & Steers, about everything REITs. Rich walks us through the current downturn in commercial real estate. He also discusses why, if REITs are such a good hedge against inflation, they had such a bad year in 2022.