Hightower head of alternative investments Robert Picard sits down with InvestmentNews anchor Gregg Greenberg to explain why he believes alternative investments will continue to attract assets through the rest of 2023.
Head of iShares Product Rachel Aguirre sits down with InvestmentNews anchor Gregg Greenberg to introduce a pair of new actively managed ETFs.
iShares managing director Gargi Chaudhuri sits down with InvestmentNews anchor Gregg Greenberg to explain why she believes the Fed will keep rates higher for longer and what that means for portfolio management.
Andrew Krei, co-chief investment officer at Crescent Grove Advisors, sits down with InvestmentNews anchor Gregg Greenberg to explain why high-net-worth individuals are investing defensively and how they are passing down money as economic tensions rise.
The three advisors operate as Leeward Financial Group in Lighthouse Point, Florida.
Bruce Pienton and Scott O’Mara launch Bridgewright Wealth Partners in Grand Rapids, Michigan.
Jacksonville-based Aegis Consulting includes principals Michael Cirino and Alexander Harrison, along with 11 advisors.
Bruce and Jeff speak to Emily Koochel, manager of financial wellness at eMoney Advisor. Emily stresses the importance of financial wellness through the exploration of financial psychology and helps us understand the difference between financial psychology and behavioral finance.
Jersey City, New Jersey-based Crescent Harbor Private Wealth was founded by John Araneo.
San Jose-based O’Connor & Associates has $875 million in client assets; Garden City-based Cuneo Denihan & Associates has almost $1 billion in assets.
