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10 IBDs with the highest average payouts in 2022
NEWS BROKER DEALERS MAY 04, 2023
10 IBDs with the highest average payouts in 2022

InvestmentNews Research identifies the independent broker-dealers whose reps took home the highest average payouts last year.

China reopening offers 'tailwind' for international stock investors
VIDEOS IN THE NASDAQ MAY 03, 2023
China reopening offers 'tailwind' for international stock investors

Ray Vars, portfolio specialist at Harding Loevner, joins InvestmentNews anchor Gregg Greenberg in the Nasdaq to discuss investment opportunities in international and emerging market stocks.

Not all commercial real estate's the same, says Realized CEO
VIDEOS IN THE NASDAQ MAY 03, 2023
Not all commercial real estate's the same, says Realized CEO

Realized CEO David Wieland sits down with InvestmentNews anchor Gregg Greenberg to discuss the state of commercial real estate and how investors can gain exposure to the asset class.

BDCs, direct lending offer clear portfolio benefits, says Blue Owl co-founder
VIDEOS IN THE NASDAQ MAY 03, 2023
BDCs, direct lending offer clear portfolio benefits, says Blue Owl co-founder

Blue Owl Capital co-founder Craig Packer sits down with InvestmentNews anchor Gregg Greenberg to discuss the benefits of adding direct lending to a portfolio, as well as why BDCs are valuable investment vehicles for investors seeking higher yields.

LPL adds Stifel advisor overseeing $300 million
NEWS BROKER DEALERS MAY 03, 2023
LPL adds Stifel advisor overseeing $300 million

Nate Carlon is based in Scottsdale, Arizona, and operates as Carlon Wealth Advisors.

10 fastest-growing IBDs in 2022
NEWS BROKER DEALERS MAY 03, 2023
10 fastest-growing IBDs in 2022

Independent broker-dealers managed to overcome the stock market’s slide last year with help from rising rates. Here’s a list of the firms that grew most rapidly.

Matt Sonnen joins Coldstream Wealth Management as chief operating officer
NEWS RIAS MAY 02, 2023
Matt Sonnen joins Coldstream Wealth Management as chief operating officer

Sonnen, founder of consulting firm PFI Advisors, will work on improving Coldstream's back-office operations.

Evaluating advisory fees with Matt Matrisian of AssetMark
THE INVESTMENTNEWS PODCAST MAY 01, 2023
Evaluating advisory fees with Matt Matrisian of AssetMark

Jeff takes the pod solo this week to talk to Matt Matrisian, chief channel officer at AssetMark. They evaluate the current structure of fees and look at how advisors can use benchmarking to optimize their fee-based practice. They also consider how advisors can approach raising their fees. 

Wirehouses feeling the chill of autumn in the air
NEWS BROKER DEALERS MAY 01, 2023
Wirehouses feeling the chill of autumn in the air

The giant firms face an approaching winter as they become less prominent in the overall advisory business.

Sanctuary Wealth nabs $1 billion Merrill team
NEWS RIAS APR 28, 2023
Sanctuary Wealth nabs $1 billion Merrill team

Chicago-based Burnham Harbor Private Wealth has four advisors.