Lexington, Kentucky-based VFG Wealth Management and Benefit Solutions works with both individuals and small businesses.
Michelle Richter-Gordon, founder of Annuity Research & Consulting, sits down with InvestmentNews anchor Gregg Greenberg at Nasdaq's Advisor Appreciation Day to discuss the explosion of insurance products and annuities in retirement accounts.
Mark Martiak, managing director at Alliance Global Partners, sits down with InvestmentNews anchor Gregg Greenberg to explain why artificial intelligence may be embraced by large banks, but can't replace the value provided by financial advisors.
Nasdaq Dorsey Wright strategist Jay Gragnani sits down with InvestmentNews anchor Gregg Greenberg to highlight the strongest technical sectors of the market and explain where financial advisors can find them.
Giang Bui, head of US exchange-traded products at Nasdaq, sits down with InvestmentNews anchor Gregg Greenberg to explain how financial advisors are maximizing ETFs in their client portfolios and highlight the next big trends in the space.
Devang Patel of Commonwealth Financial Network sits down with InvestmentNews anchor Gregg Greenberg at Nasdaq's Advisor Appreciation Day to explain how advisors can protect their client's portfolios through stress testing and strategic planning.
Ben Jones, head of US index licensing at Nasdaq, joins InvestmentNews anchor Gregg Greenberg to explain how advisors can maximize technology to find the right funds for their clients.
Ari Baum of Endurance Wealth Partners sits down with InvestmentNews anchor Gregg Greenberg at Nasdaq's Advisor Appreciation Day to give his outlook for the 2nd half of 2023 and explain how to "emotional intelligence" enhances his advisory business.
Foundations Financial Partners in Doylestown, Pennsylvania, had been affiliated with Securian for 32 years.
The new service will let clients compare ESG data across providers.
