InvestmentNews

InvestmentNews
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LPL nabs advisor managing $325 million at Merrill Lynch
NEWS BROKER DEALERS JUN 20, 2023
LPL nabs advisor managing $325 million at Merrill Lynch

Christopher Coffin is opening a new firm, Coffin Financial Group, in Austin, Texas.

Riding the new bull market wisely
RETIREMENT RETIREMENT PLANNING JUN 20, 2023
Riding the new bull market wisely

Now is the time for advisors to act by nudging clients into actions that will have long-term positive consequences, especially when the market inevitably again turns down.

2023 investment directions
NEWS INDUSTRY NEWS JUN 16, 2023
2023 investment directions

ETFs are still tops with financial advisors and more advisors are using alternatives, according to an annual survey by the Financial Planning Association and the Journal of Financial Planning.

LPL adds Royal Alliance team overseeing $230 million in assets
NEWS BROKER DEALERS JUN 15, 2023
LPL adds Royal Alliance team overseeing $230 million in assets

Lexington, Kentucky-based VFG Wealth Management and Benefit Solutions works with both individuals and small businesses.

Push for more insurance and annuities in retirement accounts far from over
VIDEOS IN THE NASDAQ JUN 14, 2023
Push for more insurance and annuities in retirement accounts far from over

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.

Banks may buy into AI but here's why it won't replace financial advisors
VIDEOS IN THE NASDAQ JUN 14, 2023
Banks may buy into AI but here's why it won't replace financial advisors

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.

How to spot momentum, strength and the market's top technical sectors
VIDEOS IN THE NASDAQ JUN 14, 2023
How to spot momentum, strength and the market's top technical sectors

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.

How advisors can tap into hot ETF trends to build client portfolios
VIDEOS IN THE NASDAQ JUN 14, 2023
How advisors can tap into hot ETF trends to build client portfolios

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.

Better stress-test your clients' portfolios before it's too late!
VIDEOS IN THE NASDAQ JUN 14, 2023
Better stress-test your clients' portfolios before it's too late!

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.

How to find the right funds for your clients without wasting time
VIDEOS IN THE NASDAQ JUN 14, 2023
How to find the right funds for your clients without wasting time

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.